Financial Planning & Analysis Manager

Yugo•Austin, TX

10d•Remote

About The Position

The Financial Planning & Analysis Manager (FP&A Manager) is responsible for supporting the financial planning, forecasting, reporting, and performance analysis of Yugo’s U.S. business, while also providing financial planning and analytical support for Yugo’s global management company. Reporting to the Global Finance Director, the FP&A Manager plays a key role in annual budgeting, ongoing forecasting, management reporting, financial modeling, and variance analysis across the U.S. portfolio and management company. The role partners closely with Operations, Accounting, Leasing, and functional leaders in the U.S., while collaborating with global stakeholders to support consolidated management company planning and reporting. The ideal candidate will combine strong technical financial skills with commercial thinking and the ability to understand the operational drivers behind financial performance across a complex, multi-entity business.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required.
5+ years of progressive experience in financial planning and analysis, corporate finance, accounting, or a related discipline.
Prior experience managing or taking significant ownership of budgeting, forecasting, financial modeling, and management reporting processes.
Strong financial modeling, analytical, and problem-solving skills.
Advanced proficiency in Microsoft Excel required.
Experience with financial planning, ERP, and business intelligence systems; experience with Vena, NetSuite, or similar platforms preferred.
Experience within real estate, property management, student housing, multifamily, hospitality, or another multi-site operating environment strongly preferred.
Experience working within a multi-entity or international organization is preferred.
Demonstrated ability to analyze large amounts of financial and operational data and translate findings into meaningful business insights.
Strong written and verbal communication skills with the ability to work effectively with both financial and non-financial stakeholders.
High attention to detail while maintaining the ability to understand broader business and portfolio performance.
Ability to work independently, exercise sound judgment, and manage multiple priorities within established deadlines.

Nice To Haves

Experience with Vena, NetSuite, or similar platforms preferred.
Experience within real estate, property management, student housing, multifamily, hospitality, or another multi-site operating environment strongly preferred.
Experience working within a multi-entity or international organization is preferred.

Responsibilities

Manage key components of the annual budgeting and periodic forecasting processes for the U.S. business and global management company.
Partner with operational and functional leaders to develop realistic, data-driven budgets and forecasts aligned with business objectives.
Maintain and enhance financial models used for budgeting, forecasting, scenario planning, and business decision-making.
Analyze changes in operating assumptions and assess their impact on property, portfolio, management company, and overall financial performance.
Monitor forecast accuracy and identify opportunities to improve planning assumptions, methodologies, and processes.
Support longer-term financial planning and scenario analysis as business needs evolve.
Coordinate inputs from multiple departments and stakeholders to ensure planning processes are completed accurately and within established timelines.
Analyze U.S. property and portfolio performance, identifying key trends, risks, opportunities, and underlying business drivers.
Partner with Operations and other business leaders to understand financial results and provide actionable insights that support improved performance.
Evaluate revenue, occupancy, leasing, payroll, operating expenses, management fees, and other key drivers impacting financial results.
Provide financial analysis and decision support for the global management company, including departmental spending, overhead, resource planning, and other key cost drivers.
Perform ad hoc financial analysis and modeling to support operational and strategic decisions.
Translate complex financial information into clear, concise insights for financial and non-financial stakeholders.
Provide financial support for new initiatives, investments, operational changes, and business cases as required.
Prepare and maintain recurring management reporting, financial dashboards, and performance analysis for U.S. leadership.
Support consolidated management company reporting and analysis for global stakeholders.
Produce monthly and periodic reporting comparing actual results to budget, forecast, and prior periods.
Identify and clearly communicate material variances, emerging trends, financial risks, and areas requiring management attention.
Partner with Accounting to ensure financial reporting is accurate, complete, and aligned with management reporting requirements.
Support preparation of financial information and analysis for executive leadership, ownership groups, clients, and other stakeholders as required.
Ensure reporting provides meaningful insight into business performance rather than solely presenting financial results.
Support the administration, development, and ongoing optimization of Yugo’s financial planning and reporting systems, including Vena.
Design, build, and maintain financial dashboards and reporting tools that provide clear visibility into key performance indicators, financial results, trends, and business drivers.
Partner with business leaders to identify reporting needs and translate financial and operational data into meaningful, user-friendly dashboards and management reporting.
Continuously evaluate existing dashboards and reports to improve usability, relevance, accuracy, and the quality of insights provided to leadership.
Maintain the integrity and consistency of financial models, reporting structures, assumptions, and planning data.
Partner with Accounting, Operations, and systems teams to improve the quality, consistency, and accessibility of financial and operational data.
Identify opportunities to automate reporting, streamline planning processes, and reduce manual financial analysis.
Develop scalable processes and reporting tools that improve financial visibility across the U.S. portfolio and global management company.
Maintain appropriate documentation of FP&A processes, models, assumptions, and reporting methodologies.
Support continued improvement and standardization of FP&A processes as the business and portfolio evolve.
Work closely with Property Accounting and Corporate Accounting to understand actual results, accruals, timing differences, and other factors impacting financial performance.
Ensure financial analysis and reporting are based on accurate and appropriately reconciled information.
Support consistent financial processes and reporting standards across the U.S. business and management company.
Assist with year-end, audit, lender, client, ownership, and other financial reporting requirements as needed.
Maintain appropriate confidentiality and sound judgment when working with sensitive financial, employee, and business information.
Lead, manage, and develop direct reports within the FP&A team, providing clear expectations, coaching, feedback, and ongoing professional development.
Establish priorities and effectively allocate work across the team to ensure accurate and timely completion of budgeting, forecasting, reporting, and analytical deliverables.
Review the work of direct reports to ensure accuracy, consistency, and quality while building greater ownership and capability within the team.
Serve as a trusted financial partner to Operations, Finance, and functional leaders across the business.
Demonstrate ownership and accountability for the accuracy, quality, and timeliness of FP&A deliverables.
Proactively identify financial risks, performance trends, and opportunities rather than relying solely on retrospective reporting.
Challenge assumptions constructively and use data to support sound business decisions.
Manage competing priorities and deadlines across a fast-paced, multi-property and multi-entity environment.
Build strong working relationships across Finance, Operations, Leasing, and other functions in the U.S. and globally.