Financial Planning and Analysis Manager

LHH Recruitment Solutions; United States; On-site; USD 110,000 - 150,000; Full time

Job summary

LHH Recruitment Solutions is seeking an FP&A Manager for a leading owner-operator of retail and mixed-use real estate in Dallas, TX. This role offers executive exposure and a chance to shape growth strategy.

You will lead budgeting, forecasting, and financial analysis across a growing portfolio, partnering with Leasing, Asset Management, and Accounting teams to drive performance and strategic decisions.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5-7 years FP&A, financial analysis, corporate finance, or related experience.
• Strong budgeting, forecasting, and financial modeling expertise.
• Advanced Excel and PowerPoint skills.
• Experience building financial models and executive-level presentations.
• Strong analytical and problem-solving abilities.
• Ability to communicate financial concepts to both finance and non-finance stakeholders.
• Commercial real estate experience preferred, particularly within retail, mixed-use, or property ownership environments.

Responsibilities

• Lead financial planning, budgeting, forecasting, and performance reporting initiatives.
• Develop and maintain financial models supporting operational and strategic decision-making.
• Analyze property and portfolio performance, identifying trends, risks, and opportunities.
• Partner with Leasing, Asset Management, and Accounting teams to evaluate business performance.
• Support annual budget preparation and ongoing forecast updates.
• Perform lease, operating expense, capital investment, and portfolio analyses.
• Create KPI dashboards and management reporting packages.
• Prepare presentations and financial materials for leadership and investor-related meetings.
• Monitor performance against budget and forecast while communicating key variances.
• Assist with strategic initiatives, scenario planning, and long-term forecasting.
• Mentor junior analysts and support the development of the FP&A team

Skills

Budgeting

Forecasting

Financial analysis

Financial modeling

Executive communication

Analytical thinking

Mentoring/team leadership

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Excel

PowerPoint

Job description

A leading owner and operator of retail and mixed-use real estate assets is seeking a FP&A Manager to support strategic planning, budgeting, forecasting, and financial analysis across a growing portfolio in Dallas, TX. This newly created role offers significant visibility with executive leadership and the opportunity to play a key role in shaping the organization's growth strategy.

Why This Opportunity Stands Out

• Opportunity to serve as the "quarterback" for budgeting, forecasting, and long-range planning processes
• High-visibility role with exposure to executive leadership, investments, leasing, accounting, and operations teams
• Significant career growth potential as the organization continues its aggressive expansion plans
• Opportunity to work within one of the most sophisticated sectors of commercial real estate
• Collaborative environment with strong cross-functional interaction across the business
• Exposure to joint venture partners, investment decisions, and portfolio-level strategy
• Dynamic organization with a strong long-term growth outlook

What You'll Do

• Lead financial planning, budgeting, forecasting, and performance reporting initiatives
• Develop and maintain financial models supporting operational and strategic decision-making
• Analyze property and portfolio performance, identifying trends, risks, and opportunities
• Partner with Leasing, Asset Management, and Accounting teams to evaluate business performance
• Support annual budget preparation and ongoing forecast updates
• Perform lease, operating expense, capital investment, and portfolio analyses
• Create KPI dashboards and management reporting packages
• Prepare presentations and financial materials for leadership and investor-related meetings
• Monitor performance against budget and forecast while communicating key variances
• Assist with strategic initiatives, scenario planning, and long-term forecasting
• Mentor junior analysts and support the development of the FP&A team

What They're Looking For

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5-7 years of FP&A, financial analysis, corporate finance, or related experience
• Strong budgeting, forecasting, and financial modeling expertise
• Advanced Excel and PowerPoint skills
• Experience building financial models and executive-level presentations
• Strong analytical and problem-solving abilities
• Ability to communicate financial concepts to both finance and non-finance stakeholders
• Commercial real estate experience preferred, particularly within retail, mixed-use, or property ownership environments