AVP, Financial Planning & Analysis

Overview

Responsibilities

• Execute on the production of budgeting, forecasting, and long-range financial plans.
• Track and analyze financial performance, ensuring alignment with strategic objectives.
• Lead monthly, quarterly, and annual financial reviews, including variance analysis against business plans.
• Provide actionable recommendations to senior leadership based on financial insights.
• Work with the Head of Office to produce the annual business plan for the business unit.
• Work closely with Asset Managers to ensure the accuracy, integrity, and timeliness of financial projections in property models.
• Maintain current and multi-year forecasts, integrating property-level financials into the overall service business projection model.
• Drive ongoing refinements to financial models and dashboards for data-driven decision-making.
• Conduct monthly reconciliations between actual financials and projections to ensure accurate revenue recognition.
• Prevent double counting of income items (e.g., leasing overrides) in reforecasts or proformas.
• Coordinate closely with Accounting and Asset Management to validate data consistency.
• Monitor and report on staffing counts and changes, comparison to business plans.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field.
• 7+ years in real estate financial planning & analysis, with a strong preference for office sector experience.
• Advanced proficiency in financial modeling, forecasting, and reporting tools is a must have (Excel, Power BI is a huge plus, Tableau).
• Deep understanding of real estate financial modeling, P&L management, leasing, and asset management.
• Proven ability to lead teams and collaborate across functions.
• Strong business acumen with a track record of driving financial insights and operational improvements.

Preferred Qualifications

• MBA or CFA preferred.