AVP, Financial Planning & Analysis

We are seeking an Assistant Vice President, Financial Planning & Analysis (FP&A) to develop and own financial planning for our commercial office real estate operating business. This role will manage data and produce reports for the Head of the Office Business Unit to drive financial strategy, budgeting, forecasting, P&L management, and business performance analytics. A key responsibility is ensuring the integrity and accuracy of financial projections in both current and multi-year property models, which are integral to the service business projection model. This role requires close collaboration with Corporate Finance, Asset Managers, Accounting, and Executive Leadership to enhance financial decision-making and align performance with strategic goals.

• • 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. Ensure reimbursable staff costs are billed and received timely.

• • Working with Accounting, develop and enhance monthly and quarterly financial reports for senior leadership and strategic planning.
  • Prepare and deliver executive-level presentations, summarizing financial results and strategic recommendations.
  • Monitor and refine KPIs and financial targets to assess and improve business performance.

• • Implement best practices to enhance financial reporting accuracy and operational efficiency.
  • Identify resource optimization opportunities to improve profitability and cost control.
  • Collaborate with project teams and Accounting to drive continuous improvement initiatives.

• • Act as a strategic advisor to the Head of the Office Business Unit.
  • Support operational initiatives, including employee engagement and staff training.
  • Lead ad-hoc financial analysis to support evolving business needs.

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