Director, Financial Planning & Analysis

Green Street; Summit (NJ); On-site; USD 160,000 - 190,000; Full time

Benefits offered by this job

Performance bonus

Benefits

Job summary

Green Street is seeking a Director of Financial Planning & Analysis to join its Finance team. This new role adds strategic and transactional FP&A capacity after growth and acquisitions, owning M&A diligence, debt modeling, long-range planning, and executive-facing materials.

The position partners with the CFO and reports to the VP, Controller, serving as a credible spokesperson for finance to the Board and potential investors. Strong executive presence and SaaS/tech experience are valued.

Qualifications

• 5–8 years of progressive finance experience; M&A/transaction services or investment banking background preferred.
• MBA or advanced degree is a plus for strategy roles.
• Strong financial modeling and scenario analysis skills required.

Responsibilities

• Lead M&A financial due diligence and integration workstreams.
• Own debt modeling, covenant monitoring, and financing analysis.
• Develop and maintain long-range financial plans and board-ready materials.
• Prepare and present materials for lenders, investors, and the Board.
• Manage annual compensation planning and incentive modeling when needed.
• Collaborate across Finance, Legal, Tax, and Operations on strategic initiatives.

Skills

Financial due diligence

M&A modeling

Strategic planning

Executive communication

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA preferred

Tools

Excel (advanced)

Workday Adaptive Planning

SQL

Power BI

NetSuite

Salesforce

Job description

Green Street is seeking a high-caliber Director of Financial Planning & Analysis to join its Finance team. This is a newly created role designed to add strategic and transactional FP&A capacity to the organization following significant growth and a series of acquisitions. The Director will own M&A financial due diligence, debt modeling, long-range planning, commercial variable compensation, and ad hoc strategic projects, and will serve as a credible, polished representative of Green Street's Finance function to the Board of Directors, potential investors, and prospective acquirers.

This individual will report to the VP, Controller and will be a direct partner to the CFO on the highest-visibility financial work the company produces. The role is intended for someone hungry to grow — an ambitious finance professional with the intellect and executive presence to eventually step into a broader leadership seat.

Job Responsibilities

M&A Financial Due Diligence & Integration

• Lead financial due diligence workstreams for potential acquisitions, including quality of earnings, ARR/revenue quality analysis, cost structure benchmarking, and working capital assessment
• Prepare Finance Due Diligence reports in coordination with Legal and Tax for CFO and Board review
• Build and maintain acquisition economics models: accretion / dilution analysis, pro forma P&L, synergy quantification, and integration cost estimates
• Coordinate cross-functionally with Legal, Tax, Accounting, and Operations during diligence and integration periods
• Support post-merger integration: recommend consolidation structures, assist with legal entity rationalization, and model synergy realization timelines

Commissions & Variable Compensation

• Calculate and manage all monthly commercial variable compensation plans:
• Execute monthly commission review process; coordinate with sales reps and leaders for approvals
• Download and submit final commission report to payroll team for processing
• Lead annual commercial compensation plan modeling in coordination with CFO, Controller, and Commercial leadership
• Coordinate execution of new plans

Debt Modeling & Lender Relations

• Own and maintain all debt and financing models including covenant compliance schedules, interest expense forecasts, SOFR / benchmark rate updates, and debt capacity analysis
• Prepare financial packages for lender conversations, credit agreement amendments, refinancings, and new debt arrangements
• Support the Controller on quarterly EBITDA compliance certificate calculations as needed
• Monitor credit agreement requirements and flag risks proactively to the CFO

Long-Range Planning

• Own the long-range financial plan (LRP): maintain the model, update assumptions in partnership with the CFO, and prepare LRP materials for Board presentations and sponsor (TA Associates) review
• Develop multi-year financial scenarios (base, upside, downside) for strategic planning and investor or acquirer discussions

Board, Investor & Acquirer Presentations

• Build and own board-ready financial presentations with a high degree of narrative clarity and analytical rigor
• Prepare materials for potential investor or acquirer data rooms, management presentations, and reverse due diligence processes
• Represent Green Street's Finance function in external-facing meetings alongside the CFO, including lender, investor, and sponsor interactions

Ad Hoc Strategic Projects

• Lead high-priority analytical projects as directed by the CFO — e.g., pricing strategy analysis, segment profitability, competitive benchmarking, restructuring analysis, new market sizing
• Partner cross-functionally with Commercial, Legal, and Product on financial modeling for strategic initiatives
• Serve as a thought partner to the Revenue Operations team and the broader Commercial organization when evaluating changes to pricing, packaging, and customer promotions / incentives; seller compensation; and non-standard customer terms and their associated revenue treatment
• Support the development of executive-level materials for the CEO and Board on special topics

Candidate Profile

Education & Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA preferred
• 5–8 years of progressive finance experience; prior Big 4 (Advisory / Transaction Services) or investment banking experience highly preferred
• Demonstrated experience with M&A financial due diligence, LBO/leveraged finance modeling, or corporate development strongly preferred
• Prior FP&A experience in a high-growth SaaS or technology company a plus

Technical Skills

• Expert-level financial modeling in Excel — LBO models, DCF, and scenario analysis, and three-statement models
• Proficiency with FP&A planning tools (Workday Adaptive Planning preferred)
• Comfort working with large datasets; familiarity with SQL or BI tools (Snowflake, PowerBI) a plus
• Experience with NetSuite and SalesForece preferred
• Exceptional PowerPoint skills — able to produce Board-quality presentations independently

Knowledge & Competencies

• Analytical: Synthesizes complex financial and operational data into clear, actionable insights; thinks through problems from first principles
• Executive presence: Communicates with precision, confidence, and polish in written and verbal formats; credible in front of senior stakeholders
• Judgment: Makes sound, timely decisions under ambiguity; flags risks proactively and constructively
• Drive: Self-starter with an owner's mindset — identifies what needs to be done and executes without being directed
• Collaboration: Works effectively across functions (Commercial, Legal, Operations, Accounting) and builds trust quickly
• Planning & Prioritization: Manages multiple high-stakes workstreams simultaneously; delivers under deadline pressure without sacrificing quality

Compensation, Benefits And Work Authorization

In addition to the posted base salary range, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here . Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications. This information is applicable for all full-time positions.

Green Street will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Company Overview And EEOC/Diversity

Green Street is the leading global provider of actionable commercial Real Assets research, news, data, analytics, and advisory services. For over 40 years, Green Street has delivered unparalleled intelligence and trusted data on the public and private markets, helping investors, banks, lenders, and other industry participants optimize investment and strategic decisions. The firm delivers exclusive market information, conclusion-driven insights, and predictive analytics. Today, Green Street’s integrated platform serves more than 4,000 companies across North America, Europe, Australia, and Asia. For more information, please visit www.greenstreet.com.

The success of Green Street is directly attributable to the strength of our people. A diverse and inclusive work environment where top talent can thrive, think freely and offer different perspectives makes our insights even stronger. We’re building a company culture where differences are celebrated and valued.

Green Street is an Equal Opportunity Employer

Green Street does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Pay Range

USD $160,000.00 - USD $190,000.00 /Yr.

Incentive Performance Bonus

• Incentive Performance Bonus