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Manager / Director of Financial Planning and Analysis

2 months ago

Charlotte, United States Fairview Search Group, LLC Full time

Fairview Search Group, LLC has been engaged exclusively by a Charlotte based privately held diversified Real Estate investment management company to identify top candidates for a hands-on Manager / Director of Financial Analysis & Planning role


Compensation and position title will be based on overall experience and skills.


If you seek:

  • A broad corporate financial analysis, modeling and forecasting role where you can make a direct impact
  • To work closely with a top leadership group that embraces their company’s mission, team development and a life/work balance
  • A highly competitive compensation plan that rewards top performance


The Manager / Director of Financial Planning & Analysis will be responsible for:

  • Performing detailed financial analysis including discounted cash flow models, proforma modeling analysis along with corporate financial models.
  • Partnering with executive management team to facilitate strategic planning and analysis.
  • Facilitating annual/quarterly asset and corporate forecast and cash flow modeling.
  • Building ad-hoc reports and analyses for asset and corporate forecasting, fundraising, investor request and senior management as needed


The Successful Candidate Will Possess:

  • Bachelor’s or Master’s degree in Accounting, Finance or related field
  • 4+ years of hands on experience in corporate financial analysis, strategic modeling, accounting, private equity (PE), REIT or real estate transaction services is required.
  • Real Estate industry experience is highly preferred
  • Strong Excel, Power BI, Tableau, or similar software
  • CPA, MBA or CFA preferred