Director of Financial Planning and Analysis

Hillpointe-posted 3 months ago

Full-time • Mid Level

Winter Park, FL

101-250 employees

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Hillpointe is seeking a Director of Financial Planning and Analysis to lead the budgeting process for our real estate portfolio. This role will focus on overseeing Hillpointe’s multifamily real estate budgets to create stub budgets for new properties and annual operational budgets leveraging Prophix.

Lead the annual budget preparation process, working closely with department heads to align with strategic goals and financial targets
Develop and maintain rolling forecasts that incorporate the latest financial data and market trends for accurate projections
Conduct monthly and quarterly variance analysis to identify and address discrepancies
Consolidate financial data from various sources to create a cohesive budget and forecast
Assess financial risks associated with budget assumptions and forecasts, and propose mitigation strategies as needed
Oversee the ongoing maintenance and improvement of budgeting and planning processes, including reporting results and explaining variances
Facilitate enhanced communication and accountability between business units and Financial and Executive Management
Review final property financials, prepare any reclasses and accrual notes needed and send feedback to Accounting
Responsible for interest and insurance accrual review – track what policies are active, where we have policies expiring and ensure everything is booked timely and properly
Review variances to budget and make notes, coordinate with Operations, Risk, Capital Markets and Accounting teams to get additional detail where needed on expenses, insurance, interest, etc
Update and review insurance and debt information as needed
Analyze statements for opportunities and trends, following up with Operations to discuss problem properties and plans for correction
Assist in identifying opportunities for cost savings, profit enhancement, and operational efficiencies across the company
Communicate the results of analyses clearly and promptly
Contribute to the preparation of the monthly management reporting package
Prepare and present monthly, quarterly, and annual financial performance reports to senior management, highlighting key insights and recommendations
Collaborate with cross-functional teams, providing financial guidance and support to drive business performance
Perform mid-year budget reforecast
Perform rolling 12-month reforecast beginning in 2026
Maintain cash flow forecast for Hillpointe’s multifamily Private Equity Funds; updated monthly starting in Q4 2025
Property tours – visit all properties within the operational portfolio on a yearly basis
Build-out of a capex tracking system that tracks install dates and replacement dates to determine expected life spans of materials
Provide input into new properties & keeping logic consistent with budgeting & actuals
Manage regular structured reporting products: (PROP Meeting, Monthly / Quarterly reporting packages)

Bachelor’s degree in accounting or finance
At least 5 to 7 years of experience in real estate accounting
Construction accounting experience beneficial
Ability to articulate thoughts, solutions, ideas and strategies effectively in both written and verbal form
Self-motivated, hands-on accountant, who is detail oriented, analytical, and has a strong working knowledge of multi-family real estate financial, management, and operating issues
Strong Proficiency in Excel with deep understanding of financial modeling
Strong, proactive problem solving and critical thinking skills, with the ability to directly address multiple priorities simultaneously, while meeting deadlines

Experience with RealPage software is preferred
Experience with EPM system such as Workday Adaptive Planning or Vena is preferred
Power BI experience is a plus
SQL experience is a plus
CPA or CFA designation is a plus
Private equity experience is a plus

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