Director of FP&A

San Diego or Los Angeles – Remote, CA

An entrepreneurial investor focused on west coast assets is looking for a Director of Financial Planning & Analysis. This professional will lead the financial planning, budgeting, analysis, and forecasting functions for the company’s investment vehicles, various ownership structures. This role will play a key role in driving strategic decision-making and optimizing financial performance. This professional will collaborate closely with cross-functional teams, executive team members, and external stakeholders to ensure robust financial insights and accurate projections.


  • Provide leadership for all aspects of the company’s operations.
  • In collaboration with co-founder and other executives, develop short-term and long-range goals and objectives along with related plans and policies, providing financial analysis to evaluate potential investments, growth opportunities, and risk mitigation strategies.
  • Oversees the organization’s financial structure, ensuring adequate and sound funding for the mission and goals of the company.
  • Reviews the financial results of all operations, comparing them with the company’s objectives and taking appropriate measures to correct unsatisfactory performance and results.
  • Define and track key performance metrics to assess business performance, identify trends, and measure progress toward strategic objectives.
  • Provide direction and oversight of the financial activities of the company.
  • Create and manage financial forecasting models to project performance, cash flows, and capital expenditures, incorporating market trends, economic indicators, and business drivers for both the assets and the fund.
  • Oversee the valuation process.
  • Provide comprehensive financial analysis, highlighting key performance indicators (KPIs), risks, and opportunities to guide decision-making and optimize resource allocation.
  • Lead the development and implementation of annual operating budgets, incorporating input from various departments and aligning financial plans with strategic goals.
  • Coordinate budget review processes, analyzing variances and trends to provide actionable insights to executive management.
  • Ensures effective work collaboration between finance and accounting departments.
  • Study long-range economic trends and projects their impact on future growth for the company.
  • Identify opportunities for expansion into new product areas.
  • Support capital markets activity with financial analysis.
  • Evaluate current portfolio and emerging opportunities to direct actions (i.e., new lines to engage, exit from existing lines, geographic location, product type, etc.).
  • Define procurement strategy


  • 8+ years of experience in financial management, and 5+ years of experience in real estate finance.
  • Bachelor’s degree and advanced degree in business administration, finance, accounting, or law is desirable.
  • Advanced computer skills, including proficiency with MS Office Suite, Teams, and video conferencing tools (e.g. Zoom).
  • Advanced Excel skills: data manipulation, presentation, financial functions, pivot tables, etc.
  • MRI or similar accounting system and Argus are required.
  • Possess a self-motivated, analytical, inquisitive, passionate, and humble mindset.
  • Solid emotional intelligence which includes effective interpersonal skills, self-awareness, self-control, social perception, and social management.
  • Excellent managerial and financial skills.
  • Excellent communication skills, both verbal and written, with the ability to communicate complex financial information in a clear and concise manner.
  • Solid understanding of real estate financial metrics, valuation methods, and capital markets.
  • Efficiency in financial modeling, forecasting techniques, and data analysis tools.
  • Detail-oriented with a strategic mindset and the ability to think critically and analytically.

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  • Max. file size: 256 MB.
  • Max. file size: 256 MB.

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