Manager, Financial Planning and Analysis

Cresa; Chicago (IL); On-site; USD 110,000 - 140,000; Full time

Job summary

Cresa, a leading flexible real estate advisor, seeks a Manager, Financial Planning & Analysis to lead budgeting, forecasting, and management reporting. This role partners with executive leadership and serves as the primary business partner for Global Portfolio Solutions, Lease Administration, and SaaS.

The position focuses on implementing improved processes and financial systems across markets. You will collaborate with accounting and regional teams, drive performance metrics, and provide

Qualifications

• Proven history of implanting best practices around management reporting systems and processes.
• History of building relationships at all levels of an organization.
• Familiarity with real estate and professional services firms is preferred but not required.
• Demonstrated leadership who can derive actionable insights from data.
• Team-based and collaborative work style with transparent communication.
• Ability to assess finance organization and talent needs to support profitable growth.
• Executive presence to relate to people at all levels with strong listening and influencing skills.

Responsibilities

• Collaborate with department leaders to provide guidance on financial performance and operational drivers.
• Enhance financial reporting tools, automation, and processes for increased efficiency.
• Support quarterly, annual and mid-term financial commitments through performance management and regular business reviews.
• Develop monthly/quarterly/annual executive financial summaries for understanding results, risks and opportunities.
• Develop standard reporting packages to deploy across region markets.
• Support the Annual Operating Plan and quarterly forecasts with effective tools and analysis.
• Drive financial analysis of performance to support prioritization and strategic decisions.
• Proactively build relationships across the organization and align FP&A with growth agenda.

Skills

Management reporting

Finance systems

Data-driven insights

Relationship building

Executive presence

Job description

At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge.

Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity.

We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day.

At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions.

Summary

We are currently seeking a Manager, Financial Planning & Analysis to drive Cresa’s budgeting & forecasting and management reporting. The role will partner closely with executive leadership to provide insights, guide decision making, and support the achievement of the company’s financial goals. In addition, the role will serve as the primary business partner for strategic business lines including Global Portfolio Solutions, Lease Administration, and SaaS. The role will be instrumental in defining and implementing improved processes, reporting and financial systems requirements. This role requires working collaboratively with accounting and regional markets-based business finance team. This role will report directly to the VP, FP&A.

Essential duties and responsibilities

• Collaborate with department leaders to provide guidance on financial performance and operational drivers.
• Enhance financial reporting tools, automation, and processes for increased efficiency.
• Support the delivery of the quarterly, annual and medium-term financial commitments of Cresa through strong performance management processes, systems and capabilities and coordinate regular business reviews.
• Develop monthly/quarterly/annual executive financial summaries to ensure clear understanding of financial results, risks and opportunities.
• Develop standard processes and reporting packages to deploy across region Markets for evaluating business performance.
• Support the organizational Annual Operating Plan and Quarterly forecasts with effective tools and analysis to ensure understanding of financial projections & related risks & opportunities.
• Drive financial analysis of business performance results and key performance drivers to support business prioritization and strategic decision making
• Proactively build relationships across the organization, developing an understanding of business issues and aligning the FP&A function with the business’ growth agenda

Qualifications

• Proven history of implanting best practices around management reporting systems and processes into normal operations of the team.
• History of building relationships at all levels of an organization.
• Familiarity with real estate and professional services firms is preferred but is not required
• Demonstrated leadership role model for focused and disciplined finance thinkers who can derive actionable insights from data
• Team-based and collaborative work style. Looks to work with others to deliver results. Open and transparent approach to business issues and challenges
• Ability to assess business’ finance organization and talent needs collaboratively to meet profitable growth objectives
• Having a good executive presence that can relate to people at all levels of the organization with superior listening, communication and influencing skills

Education/Experience

• 7-10+ years of increasingly responsible financial experience with an outstanding professional record in a complex finance organization
• Successful track record at a rapidly growing company that is expanding through M&A, new product introduction and operational simplification
• Operating experience with P&L accountability within a finance context along with enterprise level experience preferred
• Experience using information technology as it applies to finance to drive performance and productivity enhancements

Physical Requirements:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act.

NOTE:

The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary.

Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.