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Hillwood Communities · 20 hours ago

Financial Planning & Analysis Manager

Dallas, Texas, United States

Full-time

Onsite

Senior Level

5+ years exp

Hillwood Investment Properties is a leader in acquiring and developing high-quality industrial properties. The Financial Planning and Analysis Manager will be responsible for enterprise level financial planning and analysis, performance analytics, and business reporting that support strategic decision making across the organization.

LeasingProperty ManagementReal EstateResidential

Responsibilities

Oversee and enhance existing cash planning and forecasting tools to support investment and corporate cash flow planning

Analyze project level financial needs and expected performance outcomes, providing recommendations to support decision making and optimize financial strategies

Develop, maintain, and report operational and financial performance metrics and key performance indicators to provide clear insight into performance and trends for management

Partner across departments to align financial data, reporting, and assumptions in support of strategic initiatives and investment decisions

Maintain tracking mechanisms for intercompany loans between the Company and its underlying investments, ensuring compliance with established financial protocols

Prepare detailed sales and transaction summaries for closed deals and capital events, providing insight into outcomes

Coordinate with the Regional Investment and Development Teams, Capital Markets, and Accounting to monitor budgeted spend relative to approvals received and plan for investments requiring additional equity funding

Lead the coordination and preparation of annual business level budgets

Coordinate with HIP IT resources to support automated reporting for business forecasting and performance analytics, including data visualization

Participate in HIP technology initiatives, including identifying and evaluating tools and systems that improve data accuracy, accessibility, and reporting efficiency

Identify opportunities to improve efficiency and effectiveness within HIP’s reporting and analytics processes

Conduct quarterly reviews of Shared Services cost allocations to HIP to confirm accuracy, completeness, and alignment with approved methodologies

Develop, update, and maintain financial models for assigned areas of responsibility to support informed decision making

Respond to ad hoc requests from business leaders related to operational and performance analysis

Qualification

Financial modelingVariance analysisPerformance measurementPower BITableauPythonFinancial reporting systemsAnalytical toolsCommunication skillsAttention to detailCritical thinkingTeam collaboration

Required

Self-starter with a strong sense of ownership and accountability

Demonstrated commitment to quality, accuracy, and follow through

Strong written and verbal communication skills, with the ability to actively listen, synthesize input from senior leaders, and clearly articulate insights through documentation, reports, and presentations

Demonstrates confidence and sound judgment when engaging with senior leadership and executive stakeholders, including in meetings and discussions

Works effectively across teams and departments to foster alignment and open communication

High attention to detail, with a consistent focus on accuracy and precision

Composed and effective under pressure in a fast paced, deadline driven environment

Effective use of software and analytical tools to streamline processes, improve productivity, and communicate insights

Ability to manage work from inception through completion, delivering timely and high-quality results

Strong analytical and critical thinking skills, with the ability to evaluate data, identify trends, and draw meaningful conclusions

Proficiency in financial modeling, variance analysis, and performance measurement

Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required

Minimum of 5 years' experience in financial planning, analytics, capital markets or other related finance role, with demonstrated experience supporting business leaders and decision making

Strong working knowledge of financial reporting systems and related technology systems

Demonstrated ability to synthesize complex financial data and communicate insights to senior leaders and stakeholder

Preferred

MBA or advanced degree preferred

Experience with Power BI, Tableau, QuickBase, OneStream, or similar tools strongly preferred

Python programming experience is strongly preferred, particularly the ability to build and enhance scripts, automations, or analytical tools that support operational and data‑driven initiatives

Working knowledge of data visualization, dashboard development, and database management preferred

Real Estate industry experience a plus