Managing Director, Head of Financial Planning & Analysis (FP&A)

Chicago, IL – US-based candidates only; no visa sponsorship available.

About the role

Strengthen forecasting, budgeting, and financial planning processes that guide business decisions. Partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. Influence enterprise performance and scalable financial operations within a technology-driven environment.

Responsibilities

• Lead the annual budgeting and multi-year strategic planning for REIT activities
• Develop and maintain complex financial models for property and portfolio performance
• Analyze market trends and macroeconomic impacts on portfolio and budget
• Monitor budget-to-actual performance, identifying variances and suggesting actions
• Produce detailed REIT metrics and perform strategic analyses for investment decisions
• Collaborate on quarterly earnings reporting and support executive communications
• Enhance internal reporting processes and maintain management dashboards

Qualifications

• 12+ years of FP&A or corporate finance experience with a focus on real estate or REITs
• Strong public REIT experience preferred; investment banking or private equity background is also valued
• Expertise in REIT and real estate metrics like NOI, FFO, and capital structure
• Advanced skills in financial modeling and forecasting
• Experience in earnings processes and investor relations communications
• In-depth knowledge of leases and debt agreements
• Strong communication and presentation capabilities

Benefits

• Opportunity to shape financial strategy in a high-growth environment
• Leadership role with team development and performance management responsibilities
• Collaborative workplace culture focused on accountability and continuous improvement

Pay

$250,000 – $300,000 annually