Director of Financial Planning and Analysis

Director of Financial Planning and Analysis Emlin Group - 5.0 Philadelphia, PA Job Details Full-time 1 day ago Qualifications Financial model construction Spreadsheets Bachelor's degree Excel data analysis Full Job Description The FP&A / Finance Leader will be responsible for budgeting, forecasting, financial analysis, and performance reporting across a national real estate portfolio and related corporate entities. This role plays a key part in translating operational performance into financial insights, supporting strategic decision-making, and ensuring alignment between asset-level performance and corporate financial objectives. This position is ideal for a finance or accounting professional who enjoys working across accounting, operations, and asset management functions while helping drive continuous improvement and organizational growth. Key Responsibilities Budgeting & Forecasting Lead 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 and provide actionable recommendations. Maintain rolling forecasts for revenue, occupancy, expenses, and Net Operating Income (NOI). Support long-range planning initiatives and strategic portfolio forecasting. Financial Analysis & Reporting Prepare monthly and quarterly financial reporting packages for executive leadership and investors. Develop KPI dashboards and portfolio performance tracking tools. Analyze property-level and portfolio-wide financial performance trends. Conduct variance analyses and explain key business drivers impacting results. Support investor reporting initiatives and eventually assume ownership of responding to select investor inquiries. Asset Management, Operations & Finance Partnership Serve as the financial liaison between Operations, Asset Management, and Accounting teams. Evaluate the financial impact of operational initiatives, including rent strategies, occupancy fluctuations, expense controls, and capital projects. Support Asset Management with financial modeling, scenario analysis, and performance optimization initiatives. Partner with the Controller to ensure alignment between accounting results and asset-level reporting. Help educate operational leaders on financial metrics and their impact on property performance. Systems, Process & Reporting Improvements Develop and enhance financial reporting tools, dashboards, and forecasting models. Identify opportunities for automation and process improvements within Finance and Accounting. Partner with consultants and internal stakeholders to evaluate and implement AI-driven tools and reporting enhancements. Drive efficiencies that improve reporting accuracy and decision-making capabilities. Qualifications Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required. CPA, CFA, MBA, or other advanced designation preferred but not required. 10+ years of experience in FP&A, real estate finance, asset management support, investment analysis, accounting, or related disciplines. Real estate experience strongly preferred, including multifamily, active adult, senior living, or other real estate investment platforms. Advanced financial modeling and Microsoft Excel skills required. Experience with Yardi or comparable property management/accounting systems preferred. Exceptional analytical, organizational, and communication skills. Ability to communicate complex financial concepts clearly and concisely. Demonstrated ability to manage multiple priorities in a fast-paced environment. Proactive problem solver with a strong sense of ownership and accountability. Hands-on professional who is willing to execute as well as lead. Desire to make a meaningful impact within a growing organization. Preferred Experience Real estate FP&A, asset management finance, or investment analysis experience. Budgeting and forecasting within multi-property portfolio environments. Experience supporting asset management, operations, or investment teams. Familiarity with key real estate performance metrics including: Net Operating Income (NOI) Occupancy Rent Growth Expense Ratios Cash Flow Performance Portfolio Returns Key Traits Highly analytical and detail-oriented Strong communicator and collaborator Financially and operationally minded Strategic thinker with strong execution skills Proactive and solutions-focused Comfortable working across accounting, operations, and asset management functions Thrives in an entrepreneurial, fast-paced environment Motivated by growth, impact, and continuous improvement Reporting Structure This position reports directly to the Chief Financial Officer and works closely with Asset Management, Operations, Accounting, and Executive Leadership. #IND