Senior Manager, Financial Planning & Analysis

Realty Income Corporation; San Diego (CA); Hybrid; USD 125,000 - 194,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Paid time off

Paid holidays

Volunteer time

Job summary

Realty Income Corporation seeks a strategic Senior Manager, Financial Planning & Analysis to drive the global financial planning and strategic analysis for the company. The role focuses on maintaining the earnings model, forecasting, budgeting, and translating complex scenarios into actionable recommendations for senior leadership.

The ideal candidate will demonstrate exceptional modeling capability, near-telemetry to executive stakeholders, and collaboration with domestic and international

Qualifications

• Advanced financial modeling and analytics capability.
• Strong Excel and PowerPoint skills with attention to detail.
• Solid understanding of U.S. GAAP and SOX requirements.
• Experience with global public-company financial statements.

Responsibilities

• Oversee the corporate earnings guidance model with cross-functional partners.
• Drive quarterly reforecasting and earnings reporting aligned to annual guidance.
• Track monthly variances and provide actionable insights to leaders.
• Maintain and enhance forecasting templates and integrate into earnings model.
• Lead monthly actual-to-budget analysis for senior management.
• Coordinate annual budgeting across functions for an enterprise-wide budget.

Skills

Financial modeling

Excel

PowerPoint

GAAP knowledge

Education

BS in Finance

Accounting

Tools

Adaptive Insights

Yardi

Job description

Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take.

Our employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement.

We are committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day.

Realty Income is seeking a strategic Senior Manager, Financial Planning & Analysis to drive and enhance the company’s global financial planning and strategic analysis. This highly visible role will maintain and enhance the global corporate earnings model and translate complex scenario analysis into actionable recommendations for senior management. Additionally, they will support forecasting and budgeting.

The ideal candidate will have the desire to take on a unique opportunity that spans responsibility across the finance function with the opportunity to inform executive level decisions. This role requires exceptional modeling capability, careful attention to detail, strong collaboration across domestic and international stakeholders, and the executive presence to communicate with senior leaders and public-company stakeholders.

What You Will Work On:

• Oversee the corporate earnings guidance model in partnership with key departments, producing accurate and insightful forecasts.
• Drive the consolidated quarterly corporate reforecast and support corporate earnings reporting and updates to the annual guidance outlook.
• Track monthly variances against the corporate forecast and provide actionable insights to department heads and senior management.
• Maintain, update, and enhance forecasting and reporting templates, including their integration into the corporate earnings model.
• Develop monthly consolidated actual-to-budget comparisons and present key findings to senior management.
• Lead quarterly analysis of key business operating and financial trends and communicate implications to senior management.
• Lead and oversee the company’s consolidated annual budgeting process, coordinating across business functions to ensure a comprehensive, accurate, and timely enterprise-wide budget.
• Partner weekly with department heads and finance team across domestic and international operations to maintain a rolling corporate reforecast, analyze initiatives, and report progress.
• Support quarterly earnings preparation by providing insights to Investor Relations and senior management and helping ensure the accuracy of key financial reports.
• Oversee Finance team reporting and analysis for the Realty Income Board of Directors.
• Own periodic liquidity and covenant projections for commercial lending partners and credit rating agencies, including ad hoc data requests and questionnaires.
• Streamline internal processes, strengthen internal controls, and evaluate software solutions for finance and accounting.

We would expect the successful candidate to have:

• Superior financial modeling, Excel, and PowerPoint skills.
• A consistent commitment to strong performance, results, intellectual curiosity, and a high standard of accuracy.
• Ability to lead through ambiguity, take initiative without explicit instruction, and meet public-company reporting deadlines in a fast-paced environment.
• Strong written, verbal, and presentation skills, including the ability to explain complex ideas to large groups and senior management.
• Strong financial acumen and familiarity with global public-company financial statements and modeling.
• Clear understanding of U.S. GAAP, SEC, and SOX requirements.
• A technology- and AI-led mindset with the judgment to improve core planning, analysis, and reporting responsibilities.
• Advanced ability to interpret technical, financial, and legal documents and present information to executive management and public-company stakeholders.
• Advanced quantitative and reasoning skills, including algebra, time value of money, and earnings-per-share analysis.
• 5-7+ years of experience in industry, investment banking, or a public accounting firm, preferably including REIT industry experience.
• BS in Finance, Economics, Accounting, or a similar analytical field.

Preferred Qualifications:

• Experience with financial software and accounting systems, particularly Adaptive Insights and Yardi.
• REIT industry experience.
• Demonstrated success improving forecasting, reporting, or finance processes through technology and AI-enabled solutions.
• Experience preparing executive, Board, earnings, liquidity, covenant, or rating-agency materials.

Certifications:

• CFA and/or CPA considered a plus.

This position is based in our San Diego (Del Mar area) headquarters. Monday through Thursday is in-office for collaboration, with the opportunity to work remotely on Friday.

The base pay range for this role is $124,600 - $154,843 - $193,820

#LI-HC1

Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate’s experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data.
We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with a generous PTO accrual; in addition to 12 paid holidays, and paid volunteer time. Realty Income’s purpose is to build enduring relationships and brighter financial futures, and this starts with you!

This role is subject to enhanced compliance and disclosure requirements comparable with those of a regulated financial services organization, including conflict of interest disclosures and personal trading policies.

Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact [e-mail], or call 800-375-6700. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.