Director of Financial Planning and Analysis

Our client, an industry leading real estate investment firm located in Bucks County, PA, is seeking an experienced Director of Financial Planning and Analysis to join their expanding team. 

Salary/Hourly Rate:

$160k – 195k plus 10% bonus.

Position Overview:

The Director of Financial Planning and Analysis will be reporting directly into the CFO and will have a team of five direct reports. The Director of Financial Planning and Analysis will manage the quarterly/annual financial reporting for a large real estate portfolio. 

Responsibilities of the Director of Financial Planning and Analysis:

• Supervise comprehensive accounting functions, including relationships with external auditor for year end close.
• Lead the development and execution of budgeting procedures and financial forecasts, actively monitoring and reporting on deviations from set targets.
• Ensure the production and dissemination of accurate, timely monthly financial statements, while guaranteeing compliance with all regulatory reporting obligations.
• Conduct thorough research on complex accounting issues to maintain compliance with applicable accounting standards and best practices.
• Guide and streamline month-end and year-end closing activities, prioritizing precision and adherence to deadlines.
• Implement robust quality control measures for all financial transactions and reporting, safeguarding the integrity of financial data.
• Oversee the fulfillment of local, state, and federal government reporting mandates, as well as the preparation and submission of all requisite tax filings.
• Craft and refine business processes and accounting policies to fortify internal controls, mitigating risk and promoting transparency.
• Execute additional responsibilities under the controller’s purview as circumstances require.

Required Experience/Skills for the Director of Financial Planning and Analysis:

• 5+ years of real estate accounting and financial reporting experience.
• 2+ years of managing a team.
• Advanced Excel.

Preferred Experience/Skills for the Director of Financial Planning and Analysis:

• Public accounting experience.
• Experience in using Yardi.

Education Requirements:

• Bachelors degree in accounting or finance.

Benefits:

• 401k with match.
• Bonus.
• PTO.
• Paid Holidays.
• Medical, dental, and vision.

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy.

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO