Director of Financial Planning and Analysis - Chicago - Perform Properties

Description

Role Summary

The Director of Financial Planning & Analysis (FP&A) plays a critical leadership role in driving financial insights, operational transparency, and strategic decision‑making across Perform Properties. This position leads the company's budgeting, forecasting, and performance reporting across a diversified commercial real estate portfolio of office and retail assets.

This role partners closely with executive leadership, portfolio and asset management, investments, accounting, and leasing teams to deliver timely, decision-ready financial insights, support asset, fund, and portfolio reporting, and deliver high-quality materials for senior management at Perform Properties and Blackstone.

The Director of FP&A plays a critical role in translating performance into clear financial narratives, key performance indicators, and market informed analyses that support strategic planning and capital allocation decisions.

This role also partners with our technology teams to continually evaluate and enhance budgeting systems, forecasting processes, financial analytics, and reporting.

The ideal candidate combines strong technical expertise with exceptional communication skills and a collaborative mindset.

This role reports to VP, FP&A and is based in the office, 5 days a week.

Essential Job Functions

Budgeting & Forecasting Leadership

• Lead the annual budget, quarterly reforecast, and long-range planning processes across property level and fund level P&Ls.
• Coordinate inputs from asset management, leasing, property management, and other corporate functions to ensure consistent assumptions and timelines.
• Partner with asset management to develop/analyze scenario analyses and sensitivity models related to occupancy, rent growth, leasing velocity, operating expenses, and capital spending.
• Perform and review analytics on financial projections by sector, market, and investment; validate completeness, accuracy, and reasonableness of forecasts and analyze trends to identify risks, opportunities, and performance drivers.
• Collaborate with corporate departments, centralized shared services teams, and executive leadership to review and obtain approval of the annual budget and quarterly reforecasts.
• Monitor variance to budget and forecast, identify key drivers, and communicate risks and opportunities to leadership.
• Provide ongoing support to property management, market teams, and corporate partners, including training, troubleshooting, and user guidance related to budgeting systems and processes.

Reporting & Performance Insights

• Develop and own FP&A's monthly, quarterly, and annual P&L reporting packages for office and retail assets, including same-store, fund, and total portfolio views.
• Partner with accounting to ensure alignment between GAAP results and management reporting.
• Analyze trends in NOI, SSNOI, operating margins, recoveries, and corporate overhead.
• Prepare executive level summaries, dashboards, commentary, and board book materials that clearly explain performance drivers and outlook.
• Produce analysis related to leasing, touring activity, rental rates, financial performance, and broader operational trends.
• Create and refine content, metrics, assumptions, and messaging to ensure accuracy, clarity, and consistency in format and messaging across all forms of reporting.
• Evaluate existing processes, identify opportunities for enhancement, and implement improvements to increase efficiency, accuracy, and scalability.

Team Leadership & Development and Cross‑Functional Support

• Mentor, coach, and guide analysts, including direct reports, to support skill development and high‑quality output.
• Partner with the VP of FP&A, executive leadership, and market teams on an ongoing basis.
• Partner with Technology, Accounting, and Data & Research teams on reporting tools and data integration.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 10+ years of progressive FP&A or corporate finance experience, ideally within real estate or a related industry.
• Strong understanding of office and retail asset economics, including leasing, recoveries, capital expenditures, and NOI drivers.
• Experience supporting executive leadership-level reporting and analytics, managing budgeting/forecasting processes and systems, and working with cross‑functional teams.
• Strong analytical skills and business acumen, and advanced financial modeling capabilities.
• Strong PowerPoint, Excel, and analytical skills; experience with BI tools, Argus, or Yardi is a plus.
• Proven leadership experience with a track record of developing high‑performing teams.

Benefits & Compensation

Benefits:The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO).

Base Salary Range: $190,000-$205,000. This represents the presently-anticipated low and high end of the Company's base salary range for this position. Actual base salary range may vary based on various factors, including but not limited to location and experience.

The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility.

Closing

EEO Statement

Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and or any other legally protected characteristics. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email