Senior Investment Planning Analyst - Financial Consulting

RealPage, Inc. • Richardson, TX

2d

About The Position

The Senior Investment Planning Analyst II drives and owns RealPage's enterprise process for prioritizing Product and R&D investments. The role partners with Business Unit, Product, Finance, and Strategy leaders to evaluate investment requests, validate data and assumptions, and maintain a reliable, consolidated planning model.

The position develops scenario analyses, assesses business cases, prepares executive-ready reporting, and makes recommendations that help leadership understand investment tradeoffs, allocation patterns, and expected business impact. Success requires expert Excel capability, strong business judgment, analytical rigor, and the ability to drive a complex cross-functional process without direct authority.

Requirements

• Bachelor's degree in Finance, Economics, Business, Accounting, Engineering, Mathematics, Data Analytics, or a related field.
• Seven or more years of relevant experience in strategic finance, FP&A, corporate strategy, investment planning, business analytics, or a related analytical role, or 3–4 years in management or strategy consulting.
• Demonstrated experience building and maintaining complex financial or operational models and translating analysis into practical business recommendations.
• Experience driving execution in a cross-functional environment with multiple stakeholders, competing priorities, and firm planning deadlines.
• Expert Microsoft Excel skills, including advanced formulas, pivot tables, lookups, scenario and sensitivity analysis, data validation, model auditing, and management of complex multi-source workbooks.
• Strong financial and business acumen, including judgment to evaluate assumptions, connect investment choices to business outcomes, and distinguish material issues from routine variance.
• Advanced analytical and problem-solving capability, including data reconciliation, trend analysis, root-cause investigation, and interpretation of incomplete or inconsistent information.
• Ability to synthesize complex analysis into clear conclusions, recommendations, and executive-ready PowerPoint presentations.
• Strong written and verbal communication skills, with confidence asking probing questions, constructively challenging assumptions, and influencing without direct authority.
• High attention to detail and commitment to data integrity, documentation, confidentiality, and repeatable process controls.
• Ability to manage multiple priorities, work effectively in ambiguity, meet deadlines, and maintain momentum across a recurring enterprise planning cycle.
• Ability to responsibly use approved AI and automation tools while applying independent judgment and protecting confidential company information.

Nice To Haves

• Three or more years of management, strategy, or financial consulting experience.
• Experience driving Product or R&D investment planning in a technology, software, SaaS, or similarly complex multi-business environment.
• Experience with Power BI, Power Query, planning systems, or other data-visualization and automation tools.
• Experience using approved AI-enabled tools to improve analysis, modeling, research, or reporting.

Responsibilities

• Lead the end-to-end investment planning process by coordinating and tracking activities, milestones, deliverables, review cycles, and deadlines; maintain the planning calendar, communicate requirements and timing, monitor progress, follow up on outstanding actions, escalate risks, and implement process improvements.
• Manage recurring collection of investment planning data from Business Units using standardized templates, definitions, submission requirements, and deadlines; proactively challenge counterparts.
• Review Business Unit submissions for completeness, consistency, classification, and supportable assumptions; identify gaps and work with stakeholders to improve business-case quality.
• Reconcile submitted investment data with capacity, financial information, project records, and other internal sources; research discrepancies and drive correction or documented resolution.
• Consolidate validated submissions into the enterprise investment planning model while maintaining consistent definitions, assumptions, calculations, and reporting periods.
• Evaluate investment cases with Product Management and Finance; analyze and refine business cases for incremental R&D requests, including alignment with strategic initiatives, revenue and profitability impacts, and incremental resourcing needs.
• Maintain the integrity and usability of the Excel-based planning model by auditing formulas, links, references, inputs, duplicate records, and model performance, and escalating material issues.
• Produce recurring analytics and executive-ready PowerPoint materials, including analyses of investment levels and scenarios across Business Units to compare options, illuminate tradeoffs, and support prioritization and resource-allocation decisions.
• Prepare recurring summaries, schedules, reconciliations, charts, and management-ready materials communicating investment usage status, outstanding issues, data-quality findings, and trends.
• Build effective working relationships with Strategy, Product, Finance, and Business Unit stakeholders; communicate requirements, facilitate issue resolution, and constructively challenge unsupported assumptions.
• Improve the investment planning process through documentation, standardized templates, practical controls, and responsible use of approved automation, AI-enabled tools, and business-intelligence capabilities.

Benefits

• Health, dental, and vision insurance.
• Retirement savings plan with company match.
• Paid time off and holidays.
• Professional development opportunities.
• Position-based performance bonus; certain roles may also be eligible for annual bonus or sales incentives.

What This Job Offers

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