Strategic Finance Manager

Bullpen; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Bullpen is seeking a Strategic Finance Manager to lead budgeting, forecasting, and financial reporting across the firm’s real estate portfolio. You will partner with Finance, Asset Management, Acquisitions, and Property Operations to provide visibility into company and property-level performance.

The role requires strong financial modeling, accounting, and analytical skills, with a track record of turning results into strategic insights.

Qualifications

• 4–8 years of FP&A, corporate finance, accounting, or financial advisory experience.
• Experience in real estate owner/operator/investment platform preferred.
• Bachelor’s degree in Finance, Accounting, Business, or related field.
• Strong understanding of accounting principles and financial reporting.
• Experience with budgeting, forecasting, variance analysis, and financial modeling processes.
• Advanced Excel skills.
• Experience with ERP/financial planning/BI/reporting platforms.
• Ability to connect financial results with property-level and operational performance.

Responsibilities

• Manage the preparation and maintenance of annual budgets, monthly forecasts, and multi-year financial plans.
• Produce Actual vs. Plan reporting across consolidated and property-level P&Ls, balance sheets, and cash flows.
• Develop financial models supporting business planning, growth initiatives, capital allocation, and strategic decision-making.
• Lead monthly financial statement, variance, and flux analysis.
• Identify operational and financial drivers behind portfolio performance.
• Partner with Asset Management and Property Operations to understand results and improve profitability.
• Analyze property-level revenue, expenses, occupancy, collections, and other operating metrics.
• Ensure corporate and property-level expense allocations and billbacks are accurate and supported.
• Coordinate preparation of lender reporting packages, financial analyses, and compliance certificates.
• Monitor and report on loan guarantees and other corporate financial obligations.
• Drive improvements to financial reporting, budgeting, forecasting, and planning processes.
• Identify opportunities to automate recurring reporting and analysis through technology and AI.
• Bridge Finance, Asset Management, and Property Operations to ensure consistent information.
• Support the CFO and senior leadership with strategic projects and ad hoc financial analysis.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

ERP/BI tools

Communication

AI in reporting

Education

Bachelor's degree in Finance

Tools

Yardi

Salesforce

Excel

ERP systems

Job description

The Firm

Our client is a growing, vertically integrated real estate investment and property management firm focused on acquiring and operating housing communities in underserved markets. The company combines investment, asset management, and property operations to improve portfolio performance and create long-term value.

Location:

New York, NY

The Firm

Our client is a growing, vertically integrated real estate investment and property management firm focused on acquiring and operating housing communities in underserved markets. The company combines investment, asset management, and property operations to improve portfolio performance and create long-term value.

The Opportunity

Reporting directly to the Chief Financial Officer, the Strategic Finance Manager will manage key budgeting, forecasting, and financial reporting processes while helping build the firm’s strategic finance capabilities as the organization scales. This individual will partner across Finance, Asset Management, Acquisitions, and Property Operations to provide greater visibility into consolidated company performance and property-level results.

The ideal candidate will bring strong financial modeling and analytical skills, a solid understanding of accounting and financial reporting, and the ability to translate financial results into actionable business insights. Candidates may come from another real estate owner, operator, or investment platform, or from a public accounting or advisory firm with meaningful real estate experience.

Key Responsibilities

• Manage the preparation and maintenance of annual budgets, monthly forecasts, and multi-year financial plans
• Produce Actual vs. Plan reporting across consolidated and property-level P&Ls, balance sheets, and cash flows
• Develop financial models supporting business planning, growth initiatives, capital allocation, and strategic decision-making
• Lead monthly financial statement, variance, and flux analysis
• Identify the primary operational and financial drivers behind portfolio performance
• Partner with Asset Management and Property Operations to understand results, identify trends, and improve profitability
• Analyze property-level revenue, expenses, occupancy, collections, and other key operating metrics
• Ensure corporate and property-level expense allocations and billbacks are accurate and appropriately supported
• Coordinate the preparation of lender reporting packages, financial analyses, and compliance certificates
• Monitor and report on loan guarantees and other corporate financial obligations
• Drive improvements to financial reporting, budgeting, forecasting, and planning processes
• Identify and implement opportunities to automate recurring reporting and analysis through technology and AI
• Serve as a bridge between Finance, Asset Management, and Property Operations to ensure consistent and accurate information
• Support the CFO and senior leadership with strategic projects and ad hoc financial analysis

Qualifications

• 4–8 years of progressive FP&A, corporate finance, accounting, or financial advisory experience
• Experience within a real estate owner, operator, investment manager, developer, or property management platform is preferred
• Public accounting or advisory candidates with meaningful real estate exposure will also be considered
• Bachelor’s degree in Finance, Accounting, Business, or a related field
• Strong understanding of accounting principles and financial reporting
• Demonstrated experience managing budgeting, forecasting, variance analysis, and financial modeling processes
• Advanced Excel skills
• Experience working with ERP, financial planning, business intelligence, or reporting platforms
• Ability to connect financial results with property-level and operational performance
• Strong written and verbal communication skills
• Ability to present financial information clearly to finance and non-finance stakeholders
• Comfortable taking ownership and managing multiple priorities in an entrepreneurial environment
• High degree of intellectual curiosity, initiative, and attention to detail
• Interest in using technology, data, and AI to improve financial processes and decision-making
• Experience with Yardi and/or Salesforce is a plus
• MBA or relevant professional certification is a plus