This position offers visibility to executive leadership, involvement in strategic decision-making, and an opportunity to shape the organization’s FP&A function as it continues to expand through acquisition and development.
About the Role:
Reporting to the Chief Financial Officer, this position will take ownership of budgeting, forecasting, and management reporting processes. The Manager, FP&A will play a key role in developing financial insights, improving operational efficiency, and building best practices to support a growing portfolio of healthcare and housing assets. The role is best suited to someone who enjoys working cross-functionally with senior leaders and investors in a hands-on, fast-paced environment.
What You’ll Do:
- Lead and refine financial planning, budgeting, and forecasting processes across multiple business units.
- Develop and maintain financial models to support scenario planning, capital allocation, and investment analysis.
- Prepare monthly management reports, board packages, and variance analyses with clear insights and recommendations.
- Partner with operations and executive teams to evaluate performance and identify improvement opportunities.
- Support risk management and cost-reduction initiatives by analyzing cost structures and key drivers.
- Provide ad-hoc analysis and decision support to the CFO and other stakeholders.
- Help establish consistent FP&A processes and reporting frameworks as the company scales.
What You Bring:
- Professional accounting or finance designation (CPA, CFA, or equivalent) or in progress preferred.
- 5+ years of progressive experience in financial analysis, budgeting, and reporting; experience in real estate, healthcare, or asset management is an asset.
- Strong technical and analytical skills, with demonstrated proficiency in Excel and financial modeling.
- Exceptional attention to detail and ability to “tell the story” behind the numbers.
- Confident communicator with the ability to engage senior stakeholders and non-finance partners.
- Self-starter who thrives in a growing, entrepreneurial environment and requires minimal supervision.
Why Join:
This is an opportunity to join a purpose-driven organization experiencing significant growth through development and acquisition. The team is collaborative, hands-on, and passionate about building meaningful impact within the healthcare and housing sectors.
