Equity Residential · 12 hours ago
Financial Planning and Analysis Manager
Greater Chicago Area
Full-time
Onsite
Mid, Senior Level
$97K/yr - $118K/yr
5+ years expEquity Residential is a leading real estate investment trust focused on the acquisition, development, and management of residential properties. They are seeking a Financial Planning & Analysis Manager to oversee financial reporting, support planning initiatives, and develop analytical tools to enhance decision-making across the organization.
Property ManagementReal Estate
Hiring Manager
Keith Teresi
Responsibilities
Assists in the preparation, review, and delivery of cyclical financial reports (monthly, quarterly, annual), ensuring accuracy, timeliness, and consistency across business units
Collaborates with business partners in the budgeting and forecasting process, gather inputs, validate assumptions, and synthesize financial results into actionable insights
Develop and refine financial models and dashboards that support strategic initiatives, scenario planning, and executive decision-making
Provide proactive financial analysis and commentary on key performance indicators (KPIs), trends, and variances to support leadership discussions
Support financial reporting related to transactions, including acquisitions, dispositions, and strategic investments
Administer Position Management and Human Capital Management (HCM) reporting, maintaining alignment with workforce planning efforts
Conduct user acceptance testing (UAT) for new reporting tools, dashboards, and data integrations
Apply medium-to-advanced SQL skills to validate data sources, troubleshoot discrepancies, and optimize performance of financial queries and data pipelines
Partner with IT, Data Governance, and Accounting teams to ensure systems and tools align with FP&A needs and adhere to data quality standards
Familiarity with project management tools (such as Smartsheet, Clickup, etc) to track project timelines, deliverables, and dependencies to ensure successful execution
Prepare and maintain project documentation such as project charter, project plan, business requirements, communication plans, implementation schedules and close out documentation are well organized and easy to follow
Foster strong relationships with project stakeholders to ensure clear communication, alignment of expectations, and resolution of any issues or conflicts that may arise throughout the project lifecycle
Provides status reporting regarding project milestones, deliverables, dependencies, risks, and issues, communicating across leadership and stakeholders
Draft white papers and internal documentation to support financial data governance and standardization efforts
Ensure transparency and repeatability of processes across FP&A
Assists in documenting key financial processes, reporting methodologies, and system configurations to ensure continuity and repeatability
Mentor and guide junior analysts, fostering analytical rigor, professional development, and cross-functional collaboration
Act as a thought partner to business leaders, providing financial insights that influence operational and strategic decisions
Build trust and credibility across departments by ensuring financial transparency and clear communication of analytical findings
Performs other duties as assigned
Qualification
Required
Bachelor's degree in Finance, Accounting, Business, Economics, Data Analytics, or a related field
5+ years of experience in FP&A, corporate finance, or a related role
Strong project management skills with experience in Smartsheet, ClickUp, or similar tools
Solid SQL skills (medium-to-heavy usage) for querying and validating data sets
Excellent written communication skills, with the ability to draft clear documentation and white papers
Strong analytical and problem-solving skills with a high attention to detail
Ability to work cross-functionally and manage multiple priorities in a fast-paced environment
Preferred
MBA or CFA
Experience with public companies, or real estate
Proficiency in PowerBI dashboard development
Benefits
Physical Wellbeing: Medical, dental, vision care and wellness programs
Social Wellbeing: Paid holidays, annual vacation time, paid sick leave, new parent benefits, adoption assistance
Financial Wellbeing: Competitive Compensation, 401(k) Retirement Savings Plan, Rent Discounts, FSA/HSA, and company-paid life & disability insurance
Community Wellbeing: Paid Community Service Hours
Career Wellbeing: Leadership Development, Tuition Assistance
Company
Equity Residential
Equity Residential (EQR) is a real estate investment trust (REIT).
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-08-11IPO
Leadership Team
Kristin Hupfer
Senior Vice President, Marketing and Customer Experience
David Lane
Vice President, Property Management
Recent News
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