Manager, Financial Planning & Analysis

Syntax Talent Solutions, LLC; Cockeysville (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

Syntax Talent Solutions, LLC in the United States is seeking a senior FP&A leader to shape budgeting, forecasting, and scenario analysis. You will design robust financial models and reporting packages to provide visibility into performance, risks, and opportunities across a diverse asset portfolio.

The role requires building scalable FP&A processes, partnering with senior leadership, and delivering executive-ready analyses to guide capital allocation and strategic initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• MBA, CPA, CFA, or other relevant advanced degree or professional certification preferred.
• Ongoing commitment to professional development in financial analysis, modeling, and reporting tools.

Responsibilities

• Develop, maintain, and enhance financial models for forecasts, budgets, guidance, and scenario analysis across the organisation.
• Lead the annual budgeting and periodic forecasting processes, coordinating inputs and assumptions from key stakeholders.
• Prepare executive-ready financial analyses and presentations that clearly communicate performance, trends, and key drivers.
• Build scalable reporting packages and recurring templates to track financial and operational KPIs, including non-GAAP metrics.
• Analyse financial statements and operating data to evaluate asset performance, investment returns, and portfolio-level results.
• Support transaction analysis and treasury-related activities, including capital deployment, refinancing, and joint venture structures.
• Implement and refine processes for data validation, model governance, and financial controls within the FP&A function.
• Collaborate with cross-functional teams to integrate financial insights into strategic planning, operations, and investment decisions.

Skills

Financial modelling

Forecasting

Budgeting

Executive communication

Independence

Education

Bachelor's in Finance/Accounting/Economics/Business

MBA/CPA/CFA or equivalent

Tools

Power BI

ERP systems

Advanced Excel

Job description

Step into a high-impact finance role where you'll shape strategic decisions and long-term performance for a growing organisation. This is a newly created position with the opportunity to build processes, models, and reporting frameworks from the ground up, working closely with senior leadership. You'll be the go-to expert for financial planning and analysis, supporting complex investment and operating structures in a dynamic environment.

About the Role:

In this role, you will lead financial planning activities, including budgeting, forecasting, and scenario analysis, to support executive decision-making and capital allocation. You will design and maintain robust financial models and reporting packages that provide clear visibility into performance, risks, and opportunities. Your work will directly influence strategic initiatives and help optimise returns across a diverse portfolio of assets and operating structures.

Key Responsibilities:

• Develop, maintain, and enhance financial models for forecasts, budgets, guidance, and scenario analysis across the organisation.
• Lead the annual budgeting and periodic forecasting processes, coordinating inputs and assumptions from key stakeholders.
• Prepare executive-ready financial analyses and presentations that clearly communicate performance, trends, and key drivers.
• Build scalable reporting packages and recurring templates to track financial and operational KPIs, including non-GAAP metrics.
• Analyse financial statements and operating data to evaluate asset performance, investment returns, and portfolio-level results.
• Support transaction analysis and treasury-related activities, including capital deployment, refinancing, and joint venture structures.
• Implement and refine processes for data validation, model governance, and financial controls within the FP&A function.
• Collaborate with cross-functional teams to integrate financial insights into strategic planning, operations, and investment decisions.

Key Requirements:

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 5+ years of experience in FP&A, accounting, financial reporting, treasury support, transaction support, or a related finance role.
• Strong financial modeling skills, including building, maintaining, and reviewing complex forecast, budget, and scenario models.
• Solid understanding of financial statements, non-GAAP measures, and key performance metrics such as FFO, AFFO, and NOI.
• Advanced Excel skills, including working with large datasets, linked models, recurring reporting templates, and data validation.
• Proven ability to work independently in a newly created role and establish scalable processes and reporting frameworks.
• Strong written and verbal communication skills, with experience preparing clear, concise, and executive-ready analyses.
• Experience with REITs, real estate, healthcare real estate, senior housing, skilled nursing, RIDEA structures, joint ventures, or operating investment structures.
• Familiarity with Power BI, ERP systems, or other reporting, analytics, and AI tools.
• Background supporting complex investment portfolios or operating platforms in a multi-entity environment.
• Experience standardising and automating FP&A reporting across diverse business units or asset classes.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
• MBA, CPA, CFA, or other relevant advanced degree or professional certification preferred.
• Ongoing commitment to professional development in financial analysis, modeling, and reporting tools.