Financial Planning and Analysis Manager

Equity Residential • Chicago, IL

12h • $97,000 - $118,000 • Hybrid

About The Position

Step into a high-impact role at the center of strategic decision-making. As Manager, Financial Planning & Analysis (FP&A), you’ll blend deep technical expertise in financial analysis, modeling, and reporting with strong leadership in project management and process improvement. You’ll oversee critical recurring reporting, support enterprise-wide planning initiatives, develop analytical tools that elevate decision-making, and ensure the accuracy, transparency, and integrity of financial data. As a trusted partner to cross-functional teams, you’ll play a key role in guiding the business toward sustainable growth and operational excellence. Please note: Our current onsite work schedule requires attendance from Monday through Thursday each week, with remote work permitted on Fridays. WHO YOU ARE: Analytical. You are comfortable building models, analyzing data, forecasting, interpreting financial statements, and evaluating trends. Without a doubt, you’ve got strong quantitative skills. Knowledgeable. Interest rates, debt products, and fixed income concepts are comfortable topics for you to discuss and your solid understanding of capital structure optimization and rating agency methodologies are other tools you’re comfortable engaging in. Strong Communicator. Your writing and speaking skills are clear and effective, demonstrating your ability to be articulate and understood. Organized and Accountable. You are flexible and able to juggle the needs of changing priorities of the business. Efficient and Effective. You handle pressure well and do so with confidence. And when a tight deadline comes up, you organize the tasks to be completed —including quality checks— and focus on how to re-prioritize your other tasks to meet the timeframe. A Team Player. You are known for serving as a resource and trusted business partner for internal groups. Participating in cross-functional projects is the type of work you love. Technologically Savvy. You’ve got a deep knowledge of Microsoft Excel and PowerPoint, plus at least a basic knowledge of SQL. Passionate. Motivated. Eager to Learn. You ask smart questions, challenge the status quo, and regularly seek to understand. You invest extra energy to reach your goals. And when a special project arises, you volunteer.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, Data Analytics, or a related field; MBA or CFA a plus.
• 5+ years of experience in FP&A, corporate finance, or a related role.
• Strong project management skills with experience in Smartsheet, ClickUp, or similar tools.
• Solid SQL skills (medium-to-heavy usage) for querying and validating data sets.
• Excellent written communication skills, with the ability to draft clear documentation and white papers.
• Strong analytical and problem-solving skills with a high attention to detail.
• Ability to work cross-functionally and manage multiple priorities in a fast-paced environment.

Nice To Haves

• MBA or CFA a plus.
• Experience with public companies, or real estate is a plus.
• Proficiency in PowerBI dashboard development is a plus.

Responsibilities

• Assists in the preparation, review, and delivery of cyclical financial reports (monthly, quarterly, annual), ensuring accuracy, timeliness, and consistency across business units.
• Collaborates with business partners in the budgeting and forecasting process, gather inputs, validate assumptions, and synthesize financial results into actionable insights.
• Develop and refine financial models and dashboards that support strategic initiatives, scenario planning, and executive decision-making.
• Provide proactive financial analysis and commentary on key performance indicators (KPIs), trends, and variances to support leadership discussions.
• Support financial reporting related to transactions, including acquisitions, dispositions, and strategic investments.
• Administer Position Management and Human Capital Management (HCM) reporting, maintaining alignment with workforce planning efforts.
• Conduct user acceptance testing (UAT) for new reporting tools, dashboards, and data integrations.
• Apply medium-to-advanced SQL skills to validate data sources, troubleshoot discrepancies, and optimize performance of financial queries and data pipelines.
• Partner with IT, Data Governance, and Accounting teams to ensure systems and tools align with FP&A needs and adhere to data quality standards.
• Familiarity with project management tools (such as Smartsheet, Clickup, etc) to track project timelines, deliverables, and dependencies to ensure successful execution
• Prepare and maintain project documentation such as project charter, project plan, business requirements, communication plans, implementation schedules and close out documentation are well organized and easy to follow.
• Foster strong relationships with project stakeholders to ensure clear communication, alignment of expectations, and resolution of any issues or conflicts that may arise throughout the project lifecycle.
• Provides status reporting regarding project milestones, deliverables, dependencies, risks, and issues, communicating across leadership and stakeholders.
• Draft white papers and internal documentation to support financial data governance and standardization efforts.
• Ensure transparency and repeatability of processes across FP&A.
• Assists in documenting key financial processes, reporting methodologies, and system configurations to ensure continuity and repeatability.
• Mentor and guide junior analysts, fostering analytical rigor, professional development, and cross-functional collaboration.
• Act as a thought partner to business leaders, providing financial insights that influence operational and strategic decisions.
• Build trust and credibility across departments by ensuring financial transparency and clear communication of analytical findings.
• Performs other duties as assigned.

Benefits

• Physical Wellbeing: Medical, dental, vision care and wellness programs
• Social Wellbeing: Paid holidays, annual vacation time, paid sick leave, new parent benefits, adoption assistance
• Financial Wellbeing: Competitive Compensation, 401(k) Retirement Savings Plan, Rent Discounts, FSA/HSA, and company-paid life & disability insurance
• Community Wellbeing: Paid Community Service Hours
• Career Wellbeing: Leadership Development, Tuition Assistance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees