Director, Corporate Financial Planning & Analysis
Description
About Venterra:
Established in 2001, Venterra is a fully vertically integrated company that manages the acquisition, development, and operations of approximately 90 multifamily and mixed-use assets across eight states, representing over 26,000 apartment units. Venterra has enjoyed tremendous growth and financial success over its 20+ year history and currently owns and manages over $5.9 billion of assets with total annual revenues in excess of $500 million. Beyond the financial results, the company has a strong reputation within the multifamily industry as a great place to work and as an exemplary leader in customer experience. The company has been recognized as one of the 2023 Best Workplaces in Real Estate by The Great Place to Work Institute® and FORTUNE©, one of People Magazine's 2023 Companies That Care, one of Great Place to Work’s Top 100 Best Medium Workplaces six times, and by Glassdoor as a Best Places to Work winner four times. These accolades are a testament to Venterra’s values and dedication to their team members.
The Opportunity:
The Director of Corporate Financial Planning & Analysis (FP&A) will report into the Vice President of Financial Planning & Analysis. The successful candidate will maintain a robust hands-on approach to financial management, actively engaging in all aspects of the financial forecasting process. They will foster a culture of continuous improvement, consistently seeking and implementing innovative strategies to enhance efficiency, accuracy, and strategic insight within the financial planning and analysis function. This individual will join a team of our most trusted finance professionals, who will work together to execute the financial and business strategies for the firm.
Additional responsibilities will include:
- Lead the financial planning and analysis function, delivering timely budgets, long-range forecasts, and performance insights to support strategic decision-making.
- Build, maintain, and enhance complex financial models with sensitivity analyses, supporting scenario planning and investment decisions.
- Manage the implementation of Workday Adaptive Planning (EPM), ensuring delivery of promised functionality and alignment with business needs.
- Oversee the performance management cycle, including reviewing, critiquing, and reporting on divisional goals.
- Enhance management reporting and dashboards, ensuring consistent, timely and insightful delivery of financial information to senior leadership.
- Partner with business unit FP&A teams to understand each business segment and challenge performance as needed.
- Oversee corporate accounting and the month-end close process, ensuring accuracy, timeliness, and compliance with accounting standards.
- Drive automation, efficiency, and process improvement by leveraging AI functionality and advanced analytics to reduce manual workload and improve accuracy.
- Foster a culture of accountability and continuous improvement across Finance, inspiring high performance and cross-functional collaboration.
- Provide mentorship and career development for team members, creating pathways for future finance leaders.
Qualifications
- 10+ years of financial leadership experience in real estate, with strong multifamily expertise.
- CPA designation with a bachelor’s in Finance, Accounting, or Economics required; MBA, CFA, or CBV preferred.
- Extensive background in building complex financial models, developing metrics, and delivering advanced analytics; experience with Workday Adaptive Planning and PowerBI a plus.
- Strategic thinker with strong problem-solving skills, keen attention to detail, and a results-driven mindset.
- Maintains a player-coach approach – providing guidance while rolling up sleeves to help the team when needed.
- Proven leader and relationship builder who inspires high performance, develops talent, fosters adaptability, and engages stakeholders across all levels.
- Highly aligned with Venterra’s Core Values.