Director, Financial Planning and Analysis

FirstService Residential; BLOOMINGTON (MN); Hybrid; USD 125,000 - 170,000; Full time

Benefits offered by this job

Full benefits package

401(k) with company match

Tuition reimbursement

Job summary

FirstService Residential in Bloomington, MN is seeking a Financial Planning and Analysis Director for the North Region. This hybrid role leads the financial planning cycle, collaborates with departments, and drives business improvements across the company.

You’ll own budgets, forecasts, capital reporting, and analytics using VENA, partnering with market HR and senior leaders. CPA preferred, 10+ years FP&A, and multi-unit experience are highly valued.

Qualifications

• Bachelor’s degree in Business, Accounting or Finance; CPA license strongly preferred.
• Minimum of 10 years of FP&A experience with managerial responsibility.
• Experience in multi-unit retail or property management is preferred.
• VENA experience is preferred.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Lead and execute the company’s financial planning cycle and reporting cadence.
• Partner with departments to identify opportunities, risks, and cost controls.
• Own budgeting, monthly forecasts, and long-term financial plans.
• Manage capital reporting and budgeting for major projects.
• Oversee pricing models, contracts governance, and profitability analyses.
• Drive process improvements and cross-functional collaboration.
• Coordinate performance reviews and KPI analyses with market leaders.
• Serve as finance lead on system implementations and acquisitions planning.

Skills

10+ years FP&A experience

managerial experience

ability to influence

agile learning

communication

multi-unit retail experience

Education

Bachelor’s degree in Business/Accounting/Finance

CPA preferred

Tools

MS Office

VENA

Job description

Description

Job Overview: As the Financial Planning and Analysis Director of the North Region, you’ll be responsible for leading and executing the Company’s financial planning cycle as well as building a cadence around market needs for financial analysis and reporting. This team member is the analytical engine for the company; the role requires a problem solver who can bring departments together and drive business improvement.

This hybrid position may report to our corporate offices in either Chicago, IL; Hoffman Estates, IL; or Bloomington, MN. This role required occasional travel to the respective markets, with additional travel as needed.

Your Responsibilities

• Serve as a business partner by identifying opportunities, risks, and helping end users understand their business including:
  • Portfolio profitability
  • Ancillary revenue streams
  • Affiliate business lines financial KPIs and opportunities
  • Cost control and outsource opportunities
  • Divisional and departmental profitability and efficiency
  • Evaluating processes and procedures to drive efficiencies
• Perform ROI analysis in marketing programs, as well as new projects/ventures and cost control initiatives
• Finance Lead on system implementations and acquisitions planning and related integration
• Bring departments together to solve problems and drive process improvement; share and execute on best practices across the company
• Represent finance on other major “cross functional” projects
• Manage and coordinate all facets of business planning cycle: annual budgets,monthly forecasts and long-term business plans
• Ensure proper structures, processes, and disciplines around each planning deliverable, including the setting of timetables, communications of expectations, and assumptions, ensuring proper checkpoints, reviews and sign-off and the preparation of required outputs (e.g.: standard presentations, variance analysis, etc.)
• Manage capital reporting, budgeting, and forecasting, including the preparation of capital expenditure proposals for major projects
• Assume ownership of “Vena” budget and reporting tool; develop subject matter expertise and leverage to enhance reporting and analytics capabilities
• Own human capital financial forecasting in partnership with market HR leader
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
• Develop/monitor operational and financial performance indicators monthly/quarterly, highlighting trends and analyzing causes of unexpected variance including key drivers, divisional and departmental benchmarking, and KPI’s.
• Coordinate and execute monthly financial and operational performance reviews for market leadership teams, including analysis of variances, current and past trends in all areas of revenue, direct cost, SG&A expenses
• Coordinate and execute other structured, financial, and operational performance reviews for market leadership teams asrequired
• Contract management and governance:
  • Prepare and review pricing models for new and renewal contracts to ensure profitability guard rails are maintained and recommend changes to divisional leaders and market President
  • Assume ownership of pricing models for all lines of business
  • Assessment of customer contract engagement around new and renewal contracts including governance and process efficiency

Skills & Qualifications

• Bachelor’s degree or higher Business, Accounting, Finance or a related field. Certified Public Accountant (CPA) license strongly preferred.
• Minimum of 10 years’ experience in financial planning and analysis with proven managerial experience required.
• Experience in multi-unit retail or property management preferred.
• VENA experience preferred.
• Works effectively with coworkers, clients, customers, and others by sharing ideas in a constructive and positive manner; addresses problems and issues constructively to find mutually acceptable and practical business solutions.
• Must possess a high energy attitude and an ability to multi-task/prioritize different projects at any given time.
• Able to influence others to change opinions and plans to win support of new ideas
• Facilitates coordination and cooperation among large teams that are geographically dispersed
• An agile learner who can navigate through ambiguity and solve complex problems with limited facts
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

What We Offer

As a full-time associate, you will be eligible for full comprehensive benefits including your choice of multiple medical plans, dental, vision, life insurance, short-term and long-term disability, legal, identity theft, and pet insurance. You will also be eligible for company-paid life insurance and benefits from our employee assistance program. In addition, you will be eligible for paid time off, paid holidays, tuition reimbursement, and a 401(k) with company match.

Compensation

$ 125000 - $ 170000 / year

Disclaimer Statement

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.

Automated Employment Decision Tool (AEDT) Usage:

We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.

Job Qualifications and Characteristics Assessed:

The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.

Alternative Selection Process or Reasonable Accommodations:

Candidates who require an alternative selection process or a “reasonable accommodation,” as defined under applicable disability laws, may make a request through our designated contact channel [e-mail].

Requesting Information About the AEDT - NYC Local Law 144:

Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at [e-mail]; we will respond in accordance with Local Law 144, within 30 days.