Financial Planning and Analysis Manager

Equity Residential • Chicago, IL

2d • $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.

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