Lead the continuous forecast and planning processes for the assigned business unit(s), delivering timely and accurate projections, budgets, and longer-term plans
Develop and manage robust driver-based financial models that link operational metrics to targeted business outcomes
Own variance analyses that explain the “why” behind results that lead to actionable insights
Partner with the Data & Analytics team to design and deliver dashboards, integrate new data sources, and ensure consistent KPI definitions
Create executive-ready materials for senior leadership and the Board of Directors, including financial packages and business performance updates
Support strategic initiatives, including ROI analyses, M&A modeling, and other critical projects
Potential to oversee a team of analysts, to include establishing clear goals, coaching for career growth, and building advanced modeling and analytics skills across the team
Establish relationships and collaborate with peers, executive leaders, business partners, and other stakeholders in Operations, Finance, Enterprise Technology and other parts of the organization as needed to achieve operational and financial objectives
Proactively seek opportunities to improve processes, driving automation and efficiency

Bachelor’s degree in Finance, Economics, Accounting, or related quantitative
5+ years of progressive FP&A or related finance experience
Real Estate industry experience required (e.g., mortgage origination, title insurance, etc.)
Strong financial modeling skills — advanced Excel plus experience with planning platforms (e.g., Adaptive, Anaplan, Oracle EPM)
Proven ability to turn data into insights and narratives, not just numbers
Experience with BI/analytics tools (e.g., Power BI, Tableau, Looker) and comfort working with large datasets
Excellent communication and presentation skills; ability to explain complex concepts in clear, executive-ready language and graphics
Highly responsible and accountable; takes ownership of projects from start to finish
Track record of driving process improvement and automation
Experience establishing and managing relationships with senior leaders to achieve desired outcomes

Manager, Financial Planning & Analysis

Key skills