Financial Planning and Analysis Manager

ABOUT THE COMPANY

• Our client is driven by a bold mission to unlock lasting value by harnessing America’s vital resources of real estate and housing.
• They pair deep capital‑markets expertise with disciplined, macro‑informed stewardship of liquidity, leverage, and risk.
• Their values—We Deliver Value, We Are Curious, We Build Trust, and We Are Kind—form the core of how they lead, invest, communicate, and serve their shareholders, employees, and community.

JOB DESCRIPTION

• The Financial Planning & Analysis (FP&A) Lead will play a critical role in supporting the company’s continued growth by owning and optimizing the company’s forecasting, budgeting, and financial analysis processes. Reporting directly to the CFO, this individual will serve as a strategic finance partner across the organization, helping executive leadership understand the company’s financial position, portfolio performance, capital strategy, and business outlook at any point in time.
• This role goes beyond traditional FP&A. The FP&A Lead will work closely with accounting, trading, capital markets, and executive leadership teams to connect financial reporting, portfolio activity, market dynamics, and forecasting into a cohesive financial story. The position offers high visibility across the organization and the opportunity to directly influence strategic decision-making at a rapidly scaling public company.
• The client is seeking a highly analytical and collaborative finance professional who can balance technical expertise with strong communication skills, translating complex financial concepts into actionable insights for both technical and non-technical audiences.

ESSENTIAL JOB FUNCTIONS

• Forecasting & Financial Modeling: Own and continuously improve the company’s forecasting infrastructure, including monthly forecasts, scenario analyses, sensitivities, and long-term financial modeling related to portfolio activity, capital allocation, and market performance.
• Budgeting & Planning: Lead and help expand the company’s budgeting process in partnership with accounting and executive leadership, ensuring alignment between actual results, forecasts, and strategic initiatives. 
• Executive Reporting & Strategic Analysis: Prepare monthly, quarterly, and ad hoc reporting packages for executive leadership and board-level discussions, providing clear insights into financial performance, key drivers, variances, and market trends. 
• Cross-Functional Collaboration: Partner closely with accounting, trading, capital markets, and executive teams to gather inputs, validate assumptions, and align economic, portfolio, and accounting perspectives into a unified financial view.
• Scenario & Sensitivity Analysis: Develop and run scenario analyses related to market conditions, capital strategies, portfolio performance, liquidity, and investment decisions to support strategic planning and risk evaluation.
• Competitor & Market Analysis: Monitor peer companies and industry activity, conducting competitor analysis and presenting insights, trends, and sensitivities that may impact company performance or strategic direction.
• Financial Visibility & Decision Support: Serve as a trusted resource for executive leadership by providing timely and accurate financial insights that support decision-making across the organization.
• Process Optimization & Infrastructure Development: Identify opportunities to improve forecasting models, reporting processes, systems, and overall FP&A infrastructure as the company continues to scale.
• Executive & Board Communication: Present financial findings, analyses, and recommendations to senior leadership and, at times, support board-level presentations and discussions.

 REQUIREMENTS

• 8–12+ years of experience in FP&A, corporate finance, strategic finance, investment management, capital markets, or related financial services environments
• Strong financial services background required, ideally within REITs, asset management, hedge funds, insurance companies, banks, or fixed income environments
• Advanced Excel and financial modeling skills required
• Proven experience building and maintaining complex forecasting and financial models
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis
• Ability to bridge accounting, portfolio, trading, and economic perspectives into actionable financial insights
• Excellent communication and presentation skills with the ability to communicate effectively to both technical and non-technical audiences
• Experience collaborating cross-functionally with executive leadership and multiple business units
• Strategic mindset with strong problem-solving and analytical capabilities
• Highly proactive, collaborative, and intellectually curious approach
• Ability to thrive in a fast-paced, high-visibility, rapidly growing environment
• Bachelor’s degree in Finance, Accounting, Economics, or related field required

NICE TO HAVE

• Experience within mortgage REITs (mREITs), fixed income, derivatives, mortgage-backed securities (MBS), or capital markets environments
• Prior exposure to portfolio analysis, security accounting, or derivative accounting concepts
• Bloomberg and/or BlackRock Aladdin experience
• MBA, CFA, or CPA strongly preferred
• Experience supporting board presentations or executive-level reporting
• Ability to help design, optimize, or implement forecasting systems and FP&A infrastructure
• Prior experience in rapidly scaling organizations or public companies

EDUCATION

• Bachelor’s degree in Finance, Accounting, Economics, or related field is required.
• MBA, CFA, or CPA designations are strongly preferred. 

COMPENSATION PACKAGE

• Base Salary: $200,000/yr
• Bonus: Target bonus of 35%
• Additional Upside: Opportunity to grow into future leadership responsibilities as the company continues scaling

 WORKING CONDITIONS

• Work Environment: Hybrid schedule (Tuesday, Wednesday, and Thursday in-office; Monday and Friday optional work-from-home days)
• Primary Location: Richmond, Virginia
• Travel: Occasional travel to New York for trader, capital markets, and executive meetings
• Schedule: Standard business hours with flexibility based on business needs and market activity