Director of FP&A

Priority Staffing Inc.; Santa Clarita (CA); On-site; USD 170,000 - 210,000; Full time

Job summary

Nationwide Real Estate Developer seeks a Director of Financial Planning and Analysis to lead advanced financial modeling, multi-year planning, and decision-support across land acquisitions and project investments. You will work cross-functionally with accounting, development, and construction to ensure accurate, scalable forecasts.

In this leadership role, you will mentor the finance team, automate processes, and deliver high-impact insights to senior leadership and lenders, helping optimize

Qualifications

• Bachelor's degree in finance, economics, real estate, or related field.
• 7+ years of real estate or finance experience.
• Expert in building complex financial models and pro formas in Excel.
• Strong communication of complex financial concepts to diverse audiences.
• Proficiency in MS Office and CRM/ERP systems; system implementation a plus.
• Excellent analytical, organizational, and detail-oriented skills.
• Ability to work under pressure with multiple deadlines.

Responsibilities

• Build, maintain, and enhance Excel-based financial models for multi-year forecasting and scenario planning.
• Develop detailed financial plans and long-term forecasts to optimize asset value and capital efficiency.
• Support annual planning, monthly reforecasts, and lender covenant forecasts.
• Prepare analyses and return metrics (IRR, equity multiple, margins).
• Present detailed financial models to support land acquisition and investment decisions.
• Prepare clear financial exhibits for leadership, investors, and lenders.
• Coordinate with accounting, development, and construction teams to ensure model accuracy and identify variances.
• Evaluate and improve financial processes, emphasizing automation, efficiency, and scalability.
• Contribute to process optimization and standardization of financial tools.
• Implement systems that provide real-time financial insights and support decision-making.
• Offer leadership and mentorship to the finance team and support day-to-day activities.

Skills

Excel modelling

SQL

Python

Communication

Real estate finance

Education

Bachelor's degree in Business/Finance/Real Estate

Tools

ERP systems

MS Office

CRM systems

Adobe

Job description

Nationwide Real Estate Developer is seeking a Director of Financial Planning and Analysis!

ESSENTIAL JOB DUTIES:

• Build, maintain, and enhance Excel-based financial models, including income statements, cash flows, and capital requirements for multi-year forecasting and scenario planning.
• Develop detailed financial plans and long-term forecasts; identify, promote, and implement strategies to optimize asset value, improve capital efficiency, and grow equity value.
• Support annual business planning, monthly reforecasts, and lender covenant forecasts at both the project and company level.
• Prepare sensitive analyses and return metrics (IRR, equity multiple, profit margins, etc.).
• Prepare and present detailed financial models to support land acquisition and investment decisions, delivering high-impact recommendations to senior leadership.
• Prepare clear, concise financial exhibits and summaries for internal leadership, investors, and lenders.
• Coordinate with accounting, development, and construction teams to ensure model accuracy identifying key variances and performance drivers.
• Evaluate and improve financial processes, emphasizing automation, efficiency, and scalability.
• Contribute to process improvement, system optimization, and standardization of financial tools across the organization.
• Implement systems that provide real-time financial insights and embed financial rigor into decision-making.
• Offer leadership and mentorship to the finance team, including active participation in project reviews, support of day-to-day activities, and encouragement of continuous learning and professional development.

Requirements

EDUCATION, KNOWLEDGE, SKILLS, AND ABILITIES:

• Bachelor’s degree in business-related field (i.e. Finance, Economics, Real Estate, or a related field), required.
• Minimum of 7 years of relevant experience; Real estate experience a plus.
• Expert level proficiency in building complex financial models and proformas in Excel. SQL and Python a plus.
• Able to communicate complex financial concepts clearly and effectively to a broad audience.
• Extensive knowledge in MS Office Suite, Adobe, with a proven ability to adapt to and quickly master new company-specific CRM/ERP systems. System implementation experience a plus.
• Strong analytical, organizational, problem solving, and planning skills, demonstrated ability to work independently and exercise sound judgment, with strong attention to detail and results oriented.
• Required to perform effectively under pressure, with a proven track record of problem-solving and managing multiple competing deadlines.