Director, FP&A

Asset Living; Town of Texas (WI); On-site; USD 150,000 - 210,000; Full time

Job summary

Asset Living seeks a Director of FP&A to lead a best-in-class finance function. You will oversee financial planning, budgeting, and analysis, delivering data-driven insights to executives and stakeholders. The role collaborates with business leaders to set targets, track metrics, and guide strategic investments.

You will develop budgets, forecast models, and dashboards, driving efficiency and long-term growth. Strong Excel, modeling, and leadership are essential in this senior, strategic role.

Qualifications

• Bachelor’s degree in Finance, Engineering, Mathematics or Accounting; MBA a plus or equivalent work experience.
• 7–10 years in progressive financial analysis and management roles.
• 3–5 years of people management experience.
• Experience with budgeting and forecasting tools such as NetSuite, Hyperion, Adaptive etc.
• Mastery of financial modeling and data analysis in Excel.

Responsibilities

• Lead and scale a global FP&A organization providing data-driven insights and decision support.
• Partner with leaders to determine financial and operational metrics driving results.
• Lead a team to prepare comprehensive financial analyses, dashboards, KPI reporting and explanations.
• Facilitate timely financial reporting to assist the executive team and senior leaders.
• Provide strategic financial input on investments and organizational shifts.

Skills

Advanced Excel

Financial modeling

BI & data analysis

Leadership & mentoring

Presentation skills

Education

Bachelor’s Degree in Finance, Engineering, Mathematics or Accounting

MBA (plus)

Tools

NetSuite

Hyperion

Adaptive

BI tools

Job description

Company Overview

Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide. Founded in 1986, Asset Living has decades of experience delivering exceptional value to our partners. Since the beginning, our undeniable passion has driven our organic growth from a small property management firm to one of the most trusted allies in real estate. Asset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions.

Asset Living is a fast‑growing company made up of talented individuals from diverse backgrounds that differentiate us and help us drive innovation and results for our clients and communities across the US. At Asset Living, we wholeheartedly believe 'Together We Lead, Together We Succeed’. We empower each other to lead byexample, collaborate, and evolve – inspired by our belief that we can continually improve as individuals and as an organization. Together, we create an environment where every voiceis heard, every idea is valued, and every individual experiences opportunities to grow as our company grows. When you join AssetLiving, you become part of a dynamic team that thrives on unity, unique talents, anda universal culture of winning.

Recognized as one of the nation's Best and Brightest Places to Work and ranked in the NMHC top 50 professionals, join Asset Living because of its reputation as the most trusted partner in real estate, workplace culture, and growth opportunities. Asset Living is a member of The Institute of Real Estate Management (IREM) and is recognized as an Accredited Management Organization (AMO). Together, we lead the way, and together, we achieve excellence in allthat we do. Join a workplace where success is a collective journey andleadership is a shared responsibility.

Director, FP&A

We are seeking a Director of FP&A to support a best‑in‑class finance function and be responsible for the financial planning and analysis process to ensure timely delivery of financial and operational information to all key internal and external stakeholders. The Director of FP&A work closely with other business leaders in the organization to assist in setting financial goals, as well as provide guidance with respect to current and historical trends, comparison to established metrics and compliance with the budgets and forecasts.

Essential Duties & Responsibilities

• Lead and scale a best-in-class, global FP&A organization that provides data-driven insights and business decision support across the Company
• Partner with business leaders to determine financial and operational metrics that drive results for the business
• Lead a team to prepare comprehensive financial support analysis including dynamic dashboards, business analyses, financial statements, KPI reporting, operational dashboard
• reporting, analysis of key business trends, and comprehensive executive level explanations of differences
• Facilitate timely and accurate financial reporting to assist the executive team and other senior leaders in managing their responsibilities
• Provide strategic financial input and leadership on decision‑making issues affecting the Company, including evaluation of potential investments and organizational shifts
• Lead the development of company, business unit and departmental budgets, ensuring they are focused on achieving operational efficiencies and ensuring the linkage between the budget and longer‑term growth goals
• Elevate and scale processes and systems for forecasting and modeling in order to expediently provide financial guidance, support strategic product and growth investments, and drive financial decisions
• Perform other duties as assigned

Education & Experience

• Bachelor’s Degree in Finance, Engineering, Mathematics or Accounting; MBA a plus, or equivalent work experience
• 7-10 years in progressive financial analysis and management roles
• 3-5 years of people management experience
• Previous responsibility over the FP&A functions, with more hands‑on experience in financial reporting, business modeling, and financial planning desired
• Experience in business planning, analysis and reporting
• Mastery of financial modeling and data analysis in Excel
• Experience with budgeting and forecasting tools such as NetSuite, Hyperion, Adaptive etc.
• Prior experience with private equity preferred
• Advanced Excel, Financial Planning Tools, BI and database tools, & PowerPoint skills
• Exceptional written and oral communication skills with strong presentation skills
• Leadership experience where responsibilities included hiring, training, coaching, counseling, and providing career path direction to subordinates in order to achieve the optimal level of productivity, quality, and overall performance from team
• Experience with operational finance including financial analysis, forecasting, and planning
• Strong business acumen and demonstrated ability to effectively communicate operating results to senior management across the organization and the Board of Directors
• Superior project management and time management skills
• Strong ability to enforce standards with integrity while handling sensitive matters in a timely and constructive manner
• Able to drive process improvements to support the growth of the company

This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice. This is a safety-sensitive position and may be subject to additional compliance requirements.