What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Bell & Associates, Inc.?
FP&A Manager
Bradenton, FL 34202 | Hybrid
Position Summary
Our client is seeking an FP&A Manager to lead financial planning, forecasting, and project-level analysis for a rapidly growing residential real estate investment platform. This role will own forecasting across a portfolio of land development projects and partner closely with Accounting, Operations, Development, and Executive Leadership to support strategic decision-making.
The ideal candidate has experience in residential land development, homebuilding, or real estate and thrives in a fast-paced, growth-oriented environment. This person will develop and maintain dynamic financial models that support projects from acquisition through completion while providing actionable insights to leadership.
Responsibilities
- Own and maintain company-wide forecasting models across multiple development projects.
- Develop rolling forecasts from acquisition through project completion.
- Partner with Accounting to ensure forecast accuracy and alignment with financial reporting.
- Analyze project performance, development costs, budgets, cash flow, and profitability.
- Build financial models to evaluate acquisitions, investments, and capital allocation opportunities.
- Perform budget-to-actual and forecast variance analysis.
- Prepare executive reporting packages, dashboards, and financial presentations.
- Identify financial risks, trends, and opportunities to support business decisions.
- Lead the annual budgeting process and long-range financial planning.
- Collaborate with Development and Operations to understand project timelines and financial impacts.
- Support strategic planning, growth initiatives, and portfolio performance analysis.
- Continuously improve FP&A processes, forecasting tools, and reporting capabilities.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 6–8 years of FP&A, financial planning, forecasting, or corporate finance experience.
- Required: Experience within residential real estate, homebuilding, land development, or a related construction environment.
- Advanced Excel and financial modeling skills.
- Experience building and maintaining complex forecasting models.
- Strong analytical, communication, and presentation skills.
- Ability to partner effectively with executive leadership and cross-functional teams.
Preferred Qualifications
- Yardi ERP experience.
- Private equity-backed company experience.
- Residential land development or homebuilder experience.
- Experience building or enhancing FP&A processes in a high-growth organization.
Compensation & Benefits
- Competitive base salary.
- Annual discretionary bonus.
- Long-term incentive opportunity.
- Medical, dental, and vision insurance.
- 401(k) with company match.
- Generous PTO.
- Hybrid work schedule.
- Excellent leadership team with strong long-term growth potential.
- This version flows better, removes repetition, and highlights the biggest selling points while making the required homebuilder/land development experience stand out clearly.
Salary : $120,000 - $140,000