Director, Financial Planning and Analysis

Realty Income Corporation; Phoenix (AZ); Hybrid; USD 126,000 - 188,000; Full time

Job summary

A leading company in the S&P 200 is seeking a Director of Financial Planning & Analysis to lead financial modeling, budgeting, and reporting. This hybrid role requires strong analytical skills and extensive finance experience. The ideal candidate will have a Bachelor’s degree and significant experience in finance, with a preference for advanced qualifications like an MBA or CFA.

Benefits

Annual discretionary bonuses

Stock awards

Healthcare

Dental

Vision

401(k) match

PTO

Holidays

Volunteer time

Qualifications

• At least 7 years of relevant experience in finance, equity research, or consulting.
• Experience building complex, multi-currency financial models.

Responsibilities

• Lead the creation and analysis of the corporate earnings model.
• Prepare detailed financial reports for lenders and rating agencies.

Skills

Analytical

Problem-Solving

Communication

Education

Bachelor’s degree in business, economics, accounting, or finance

MBA

CFA

CPA

Tools

Excel

Yardi

Adaptive Insights

Job description

Realty Income Corporation, headquartered in San Diego, is a globally recognized leader in the S&P 200. For over 50 years, Realty Income has been a trusted real estate partner to the world’s leading companies.

Our dedicated team is growing, and we are looking for a strategically minded Director, Financial Planning & Analysis (FP&A) who embodies our company vision to be a preeminent S&P 100 enterprise that values creating long-term stakeholder value.

The Director, FP&A leads the creation and analysis of the corporate earnings model to support strategic decision-making. Responsibilities include preparing detailed financial reports for lenders and rating agencies, supporting annual budgets and quarterly forecasts, and collaborating with executive leadership and department heads on financial projections and capital needs. This is a hybrid role, with in-office work required on Tuesdays, Wednesdays, and Thursdays.

Key responsibilities:

• Financial Modeling: Update and manage the corporate earnings model, prepare monthly earnings memos, lead cash flow meetings, and develop sensitivity analyses.
• Budgeting and Forecasting: Participate in the annual budget process, quarterly forecasts, and analyze budget variances and trends.
• Financial Reporting: Prepare covenant reports for lenders and forecast reports for credit rating agencies.
• Treasury / Debt Management: Generate reports from the debt management system, support cash flow and FX risk analyses, and assist with credit agreements.
• Capital Markets: Evaluate capital raising strategies with investment banking partners.

Qualifications for success:

• Bachelor’s degree in business, economics, accounting, or finance, plus at least 7 years of relevant experience in finance, equity research, corporate strategy, investment banking, or consulting.
• Experience building complex, multi-currency financial models, preferably including joint ventures.
• Strong understanding of financial statements, U.S. GAAP, and financial modeling used by investment professionals.
• Excellent analytical, problem-solving, and communication skills, with proficiency in Excel (including macros, pivot tables, and complex formulas), and familiarity with Yardi and Adaptive Insights software. REIT or real estate industry experience is required. An MBA, CFA, or CPA is preferred.

The pay range for this role is $126,891 - $152,597 - $187,723. Offers near the high end are rare but possible for exceptional candidates, with compensation discussed during interviews. Benefits include annual discretionary bonuses and stock awards, healthcare, dental, vision, a 401(k) match, PTO, holidays, and volunteer time. Applications are accepted until May 27, 2025, with possible extension.