Frederick Fox

FP&amp;A ManagerPosition OverviewThe FP&amp;A Manager is responsible for building and strengthening the organization’s financial planning and analysis capabilities during a period of continued growth. This role owns core FP&amp;A activities including budgeting, forecasting, financial modeling, performance analysis, management reporting, and strategic decision support.The FP&amp;A Manager works closely with Finance leadership and business stakeholders to understand financial and operational performance, identify opportunities for improvement, and provide forward-looking insights that support business decisions. Beyond traditional FP&amp;A responsibilities, this role will help improve financial processes, enhance reporting capabilities, identify opportunities for automation and AI, and establish scalable practices that support the organization as it grows.The ideal candidate is a strategic thinker who is equally comfortable developing financial models, analyzing business performance, improving processes, and working directly with leadership to translate financial data into actionable insights.Key ResponsibilitiesFinancial Planning &amp; Forecasting<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Lead the annual budgeting and financial planning process.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop and maintain rolling forecasts and financial projections.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Partner with business leaders to establish financial assumptions, operating plans, and performance targets.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Monitor actual results against budgets and forecasts and identify significant variances.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Update financial forecasts based on changing business conditions, operational performance, and strategic priorities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop forward-looking financial analyses to support planning and decision-making.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Help establish scalable planning processes as the organization and portfolio continue to grow.</li>
</ul>Financial Modeling &amp; Analysis<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Build and maintain detailed financial models to support business planning, forecasting, and strategic decisions.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop scenario and sensitivity analyses to evaluate potential business outcomes.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Analyze revenue, expenses, profitability, cash flow, and other key financial and operational metrics.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Evaluate business performance across properties, portfolios, departments, and other relevant segments.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify trends, risks, opportunities, and performance drivers through quantitative analysis.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Translate complex financial information into clear and actionable insights for leadership.</li>
</ul>Performance Management &amp; Reporting<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop and maintain management reporting packages and financial dashboards.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Analyze monthly and quarterly performance and provide meaningful explanations of key variances and trends.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Establish and monitor key performance indicators and financial metrics.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Partner with Accounting to ensure financial reporting and analysis are based on accurate and consistent data.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Improve reporting processes to provide leadership with timely, relevant, and forward-looking information.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Move beyond historical reporting by identifying trends and developing insights that help anticipate future performance.</li>
</ul>Strategic Decision Support<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Partner with Finance leadership and business stakeholders on strategic initiatives and financial decisions.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Provide financial analysis and recommendations for investments, growth initiatives, operational changes, and other business opportunities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Evaluate the financial impact of strategic plans, business initiatives, and potential investments.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop presentations and analyses for senior leadership and other stakeholders.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Serve as a financial thought partner to business leaders by helping them understand financial and operational drivers.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify opportunities to improve profitability, efficiency, and overall financial performance.</li>
</ul>Process Improvement &amp; Automation<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Evaluate existing FP&amp;A processes and identify opportunities to improve efficiency, accuracy, and scalability.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop standardized processes, models, reporting tools, and analytical frameworks.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify opportunities to automate repetitive financial planning, reporting, and analysis activities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Evaluate and implement appropriate financial technology, automation, and AI-enabled tools.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Improve the quality, consistency, and accessibility of financial data and reporting.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Help build an FP&amp;A function capable of supporting continued organizational growth.</li>
</ul>Business &amp; Portfolio Analysis<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Analyze performance across a diversified portfolio of properties, business units, or operating segments.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop property- or business-level financial analyses to identify performance trends and opportunities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Partner with operational teams to understand the financial impact of business decisions.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Evaluate operating assumptions, financial drivers, and performance benchmarks.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Provide insights into portfolio-level performance and areas for improvement.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Support analysis related to growth, expansion, acquisitions, investments, and other strategic initiatives as needed.</li>
</ul>Cross-Functional Collaboration<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Work closely with Finance, Accounting, Operations, and other business stakeholders to gather information and understand business performance.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Build strong relationships with stakeholders and establish a collaborative approach to financial planning.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Communicate financial concepts and analysis clearly to both finance and non-finance audiences.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Coordinate with stakeholders to ensure budgets, forecasts, and financial models reflect current business conditions.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Encourage greater financial awareness and accountability throughout the organization.</li>
</ul>Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">5+ years of progressive experience in FP&amp;A, financial analysis, corporate finance, investment analysis, or a related discipline.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Proven experience with budgeting, forecasting, financial modeling, and performance analysis.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong financial modeling and analytical capabilities with the ability to build complex models and translate results into actionable insights.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience supporting a growing organization and developing scalable financial planning and reporting processes.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong understanding of financial statements, business drivers, profitability, cash flow, and financial performance metrics.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Advanced proficiency in Microsoft Excel and experience working with financial planning, reporting, or business intelligence tools.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong ability to analyze large amounts of financial and operational data and identify meaningful trends and opportunities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Excellent communication skills with the ability to present financial information clearly to senior leadership and business stakeholders.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong organizational and project management skills with the ability to manage multiple priorities and deadlines.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Highly self-directed, hands-on, and comfortable operating in a dynamic and evolving environment.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong problem-solving and critical-thinking skills with a demonstrated ability to approach complex business questions analytically.</li>
</ul>Preferred Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience in real estate, property management, investment management, or another asset-intensive industry.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience supporting multi-property, multi-entity, or portfolio-based organizations.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience with financial planning and analysis in a high-growth environment.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience implementing or improving FP&amp;A systems, processes, and reporting infrastructure.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience with business intelligence and visualization platforms.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience with financial automation, AI-enabled analytics, or other emerging finance technologies.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">CPA, CFA, MBA, or other relevant professional designation is a plus.</li>
</ul>

FP&A Manager

Position Overview

The FP&A Manager is responsible for building and strengthening
the organization’s financial planning and analysis capabilities
during a period of continued growth. This role owns core FP&A
activities including budgeting, forecasting, financial modeling,
performance analysis, management reporting, and strategic
decision support.

The FP&A Manager works closely with Finance leadership and
business stakeholders to understand financial and operational
performance, identify opportunities for improvement, and provide
forward-looking insights that support business decisions. Beyond
traditional FP&A responsibilities, this role will help improve
financial processes, enhance reporting capabilities, identify
opportunities for automation and AI, and establish scalable
practices that support the organization as it grows.

The ideal candidate is a strategic thinker who is equally
comfortable developing financial models, analyzing business
performance, improving processes, and working directly with
leadership to translate financial data into actionable insights.

Key Responsibilities

Financial Planning & Forecasting

* Lead the annual budgeting and financial planning process.
* Develop and maintain rolling forecasts and financial
projections.
* Partner with business leaders to establish financial
assumptions, operating plans, and performance targets.
* Monitor actual results against budgets and forecasts and
identify significant variances.
* Update financial forecasts based on changing business
conditions, operational performance, and strategic priorities.
* Develop forward-looking financial analyses to support planning
and decision-making.
* Help establish scalable planning processes as the organization
and portfolio continue to grow.
Financial Modeling & Analysis

* Build and maintain detailed financial models to support
business planning, forecasting, and strategic decisions.
* Develop scenario and sensitivity analyses to evaluate potential
business outcomes.
* Analyze revenue, expenses, profitability, cash flow, and other
key financial and operational metrics.
* Evaluate business performance across properties, portfolios,
departments, and other relevant segments.
* Identify trends, risks, opportunities, and performance drivers
through quantitative analysis.
* Translate complex financial information into clear and
actionable insights for leadership.
Performance Management & Reporting

* Develop and maintain management reporting packages and
financial dashboards.
* Analyze monthly and quarterly performance and provide
meaningful explanations of key variances and trends.
* Establish and monitor key performance indicators and financial
metrics.
* Partner with Accounting to ensure financial reporting and
analysis are based on accurate and consistent data.
* Improve reporting processes to provide leadership with timely,
relevant, and forward-looking information.
* Move beyond historical reporting by identifying trends and
developing insights that help anticipate future performance.
Strategic Decision Support

* Partner with Finance leadership and business stakeholders on
strategic initiatives and financial decisions.
* Provide financial analysis and recommendations for investments,
growth initiatives, operational changes, and other business
opportunities.
* Evaluate the financial impact of strategic plans, business
initiatives, and potential investments.
* Develop presentations and analyses for senior leadership and
other stakeholders.
* Serve as a financial thought partner to business leaders by
helping them understand financial and operational drivers.
* Identify opportunities to improve profitability, efficiency,
and overall financial performance.
Process Improvement & Automation

* Evaluate existing FP&A processes and identify opportunities to
improve efficiency, accuracy, and scalability.
* Develop standardized processes, models, reporting tools, and
analytical frameworks.
* Identify opportunities to automate repetitive financial
planning, reporting, and analysis activities.
* Evaluate and implement appropriate financial technology,
automation, and AI-enabled tools.
* Improve the quality, consistency, and accessibility of
financial data and reporting.
* Help build an FP&A function capable of supporting continued
organizational growth.
Business & Portfolio Analysis

* Analyze performance across a diversified portfolio of
properties, business units, or operating segments.
* Develop property- or business-level financial analyses to
identify performance trends and opportunities.
* Partner with operational teams to understand the financial
impact of business decisions.
* Evaluate operating assumptions, financial drivers, and
performance benchmarks.
* Provide insights into portfolio-level performance and areas for
improvement.
* Support analysis related to growth, expansion, acquisitions,
investments, and other strategic initiatives as needed.
Cross-Functional Collaboration

* Work closely with Finance, Accounting, Operations, and other
business stakeholders to gather information and understand
business performance.
* Build strong relationships with stakeholders and establish a
collaborative approach to financial planning.
* Communicate financial concepts and analysis clearly to both
finance and non-finance audiences.
* Coordinate with stakeholders to ensure budgets, forecasts, and
financial models reflect current business conditions.
* Encourage greater financial awareness and accountability
throughout the organization.
Qualifications

* Bachelor’s degree in Finance, Accounting, Economics, Business
Administration, or a related field.
* 5+ years of progressive experience in FP&A, financial analysis,
corporate finance, investment analysis, or a related discipline.
* Proven experience with budgeting, forecasting, financial
modeling, and performance analysis.
* Strong financial modeling and analytical capabilities with the
ability to build complex models and translate results into
actionable insights.
* Experience supporting a growing organization and developing
scalable financial planning and reporting processes.
* Strong understanding of financial statements, business drivers,
profitability, cash flow, and financial performance metrics.
* Advanced proficiency in Microsoft Excel and experience working
with financial planning, reporting, or business intelligence
tools.
* Strong ability to analyze large amounts of financial and
operational data and identify meaningful trends and
opportunities.
* Excellent communication skills with the ability to present
financial information clearly to senior leadership and business
stakeholders.
* Strong organizational and project management skills with the
ability to manage multiple priorities and deadlines.
* Highly self-directed, hands-on, and comfortable operating in a
dynamic and evolving environment.
* Strong problem-solving and critical-thinking skills with a
demonstrated ability to approach complex business questions
analytically.
Preferred Qualifications

* Experience in real estate, property management, investment
management, or another asset-intensive industry.
* Experience supporting multi-property, multi-entity, or
portfolio-based organizations.
* Experience with financial planning and analysis in a
high-growth environment.
* Experience implementing or improving FP&A systems, processes,
and reporting infrastructure.
* Experience with business intelligence and visualization
platforms.
* Experience with financial automation, AI-enabled analytics, or
other emerging finance technologies.
* CPA, CFA, MBA, or other relevant professional designation is a
plus.

Financial Planning and Analysis Manager

About the role

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