The FP&A Manager will serve as a key partner in analyzing financial results, identifying trends, improving reporting processes, and helping the organization make data-driven decisions. This role will work closely with Finance, Accounting, Asset Management, and Operations teams to provide meaningful financial insights that support business decisions and operational performance.
This position reports directly to the Finance leadership team and is ideal for a hands-on finance professional who enjoys working cross-functionally, building financial models, improving processes, and translating financial data into actionable insights.
- Support annual budgeting and quarterly forecasting processes across the investment portfolio.
- Partner with Asset Management and Operations teams to develop property-level budgets and operating assumptions.
- Analyze variances between actual performance, budgets, and forecasts.
- Maintain and improve forecasting models for revenue, occupancy, expenses, and Net Operating Income (NOI).
- Assist with financial planning initiatives and provide insights into key business drivers.
- Prepare monthly and quarterly financial reporting packages for leadership.
- Develop and maintain KPI dashboards and financial reporting tools.
- Analyze property-level and portfolio-level financial performance trends.
- Perform variance analysis and provide clear explanations of financial results.
- Support management reporting and financial decision-making through detailed analysis.
- Serve as a financial partner to Asset Management, Operations, and accounting teams.
- Analyze the financial impact of operational initiatives, including revenue strategies, occupancy changes, expense management, and capital projects.
- Support financial modeling, scenario analysis, and performance analysis.
- Collaborate with Accounting to ensure alignment between financial reporting and operational performance.
- Help business leaders understand key financial metrics and their impact on performance.
- Enhance financial reporting tools, dashboards, and forecasting models.
- Identify opportunities to improve processes, reporting accuracy, and efficiency.
- Support automation initiatives and the continued improvement of Finance processes.
- Partner with internal teams and consultants on the effective use of technology and AI tools.
- Bachelor’s degree in finance, Accounting, Economics, Business, or related field required.
- CPA, CFA, MBA, or other advanced designation preferred but not required.
- 5–10 years of experience in FP&A, financial analysis, real estate finance, accounting, or related roles.
- Real estate experience strongly preferred, including multifamily, active adult, senior living, or other real estate investment platforms.
- Strong financial modeling and advanced Excel skills required.
- Experience with Yardi or similar property management/accounting systems preferred.
- Strong analytical, organizational, and communication skills.
- Ability to clearly communicate financial concepts and insights.
- Strong attention to detail with the ability to manage multiple priorities.
- Proactive problem solver with a strong sense of ownership.
- Hands-on professional who enjoys both analysis and execution.
- Experience in real estate FP&A, asset management finance, or investment analysis.
- Experience supporting budgeting and forecasting for multi-property portfolios.
- Experience partnering with operations or asset management teams.
- Familiarity with real estate performance metrics, including:
- Net Operating Income (NOI)
- Occupancy
- Revenue Growth
- Expense Ratios
- Cash Flow Performance
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