Director, Financial Planning & Analysis

Green Street Advisors, LLC • Summit, NJ

18h • $180,000 - $195,000

About The Position

Green Street is seeking a high-caliber Director of Financial Planning & Analysis to join its Finance team. This is a newly created role designed to add strategic and transactional FP&A capacity to the organization following significant growth and a series of acquisitions. The Director will own M&A financial due diligence, debt modeling, long-range planning, commercial variable compensation, and ad hoc strategic projects, and will serve as a credible, polished representative of Green Street's Finance function to the Board of Directors, potential investors, and prospective acquirers.
This individual will report to the VP, Controller and will be a direct partner to the CFO on the highest-visibility financial work the company produces. The role is intended for someone hungry to grow — an ambitious finance professional with the intellect and executive presence to eventually step into a broader leadership seat.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field required
• 5–8 years of progressive finance experience
• Prior Big 4 (Advisory / Transaction Services) or investment banking experience highly preferred
• Demonstrated experience with M&A financial due diligence, LBO/leveraged finance modeling, or corporate development strongly preferred
• Prior FP&A experience in a high-growth SaaS or technology company a plus
• Expert-level financial modeling in Excel — LBO models, DCF, and scenario analysis, and three-statement models
• Proficiency with FP&A planning tools (Workday Adaptive Planning preferred)
• Comfort working with large datasets; familiarity with SQL or BI tools (Snowflake, PowerBI) a plus
• Experience with NetSuite and SalesForece preferred
• Exceptional PowerPoint skills — able to produce Board-quality presentations independently
• Analytical: Synthesizes complex financial and operational data into clear, actionable insights; thinks through problems from first principles
• Executive presence: Communicates with precision, confidence, and polish in written and verbal formats; credible in front of senior stakeholders
• Judgment: Makes sound, timely decisions under ambiguity; flags risks proactively and constructively
• Drive: Self-starter with an owner's mindset — identifies what needs to be done and executes without being directed
• Collaboration: Works effectively across functions (Commercial, Legal, Operations, Accounting) and builds trust quickly
• Planning & Prioritization: Manages multiple high-stakes workstreams simultaneously; delivers under deadline pressure without sacrificing quality
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Nice To Haves

• MBA preferred
• Prior Big 4 (Advisory / Transaction Services) or investment banking experience highly preferred
• Demonstrated experience with M&A financial due diligence, LBO/leveraged finance modeling, or corporate development strongly preferred
• Prior FP&A experience in a high-growth SaaS or technology company a plus
• Familiarity with SQL or BI tools (Snowflake, PowerBI) a plus
• Experience with NetSuite and SalesForece preferred

Responsibilities

• Lead financial due diligence workstreams for potential acquisitions, including quality of earnings, ARR/revenue quality analysis, cost structure benchmarking, and working capital assessment
• Prepare Finance Due Diligence reports in coordination with Legal and Tax for CFO and Board review
• Build and maintain acquisition economics models: accretion / dilution analysis, pro forma P&L, synergy quantification, and integration cost estimates
• Coordinate cross-functionally with Legal, Tax, Accounting, and Operations during diligence and integration periods
• Support post-merger integration: recommend consolidation structures, assist with legal entity rationalization, and model synergy realization timelines
• Calculate and manage all monthly commercial variable compensation plans
• Execute monthly commission review process; coordinate with sales reps and leaders for approvals
• Download and submit final commission report to payroll team for processing
• Lead annual commercial compensation plan modeling in coordination with CFO, Controller, and Commercial leadership
• Coordinate execution of new plans
• Own and maintain all debt and financing models including covenant compliance schedules, interest expense forecasts, SOFR / benchmark rate updates, and debt capacity analysis
• Prepare financial packages for lender conversations, credit agreement amendments, refinancings, and new debt arrangements
• Support the Controller on quarterly EBITDA compliance certificate calculations as needed
• Monitor credit agreement requirements and flag risks proactively to the CFO
• Own the long-range financial plan (LRP): maintain the model, update assumptions in partnership with the CFO, and prepare LRP materials for Board presentations and sponsor (TA Associates) review
• Develop multi-year financial scenarios (base, upside, downside) for strategic planning and investor or acquirer discussions
• Build and own board-ready financial presentations with a high degree of narrative clarity and analytical rigor
• Prepare materials for potential investor or acquirer data rooms, management presentations, and reverse due diligence processes
• Represent Green Street's Finance function in external-facing meetings alongside the CFO, including lender, investor, and sponsor interactions
• Lead high-priority analytical projects as directed by the CFO — e.g., pricing strategy analysis, segment profitability, competitive benchmarking, restructuring analysis, new market sizing
• Partner cross-functionally with Commercial, Legal, and Product on financial modeling for strategic initiatives
• Serve as a thought partner to the Revenue Operations team and the broader Commercial organization when evaluating changes to pricing, packaging, and customer promotions / incentives; seller compensation; and non-standard customer terms and their associated revenue treatment
• Support the development of executive-level materials for the CEO and Board on special topics

Benefits

• Performance bonus
• Benefits (subject to eligibility requirements)

What This Job Offers

• Job Type: Full-time
• Career Level: Director