Financial Planning and Analysis Manager with Real Estate :: South Charlotte, NC (Onsite)

Company: Delta System and Software Inc.
Location: Charlotte
Posted on: May 4, 2025

Job Description:

Title- Financial Planning and Analysis Manager

Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.

Location- South Charlotte, NC (Onsite)

Position- FTE

Visa- USC and GC

JD

Financial Planning and Analysis Manager

Growing Land development company is seeking to add a Financial Planning and Analysis Manager. The Financial Planning & Analysis (FP&A) Manager is a strategic finance leader responsible for overseeing company-wide financial planning, budgeting, forecasting, and financial performance reporting. This role focuses on both corporate-level financial oversight and operational support for construction and development activities. The FP&A Manager will analyze financial statements, develop dynamic forecasting models, and support executive leadership with data-driven recommendations. This position plays a critical role in aligning financial strategies with business goals and scaling finance systems to support future growth

Key Duties
Corporate Budgeting & Forecasting:
Lead the annual budgeting and multi-year forecasting processes for corporate operations and all business units.
Coordinate with department and division leaders to consolidate construction and general & administrative budgets.
Monitor actuals vs. budget performance monthly and provide variance explanations and mitigation strategies.
Enhance financial tools and processes to improve forecasting accuracy and transparency.
Financial Statement Analysis & Reporting:
Analyze income statements, balance sheets, and cash flow reports to evaluate financial health and business performance.
Develop and deliver executive dashboards, performance metrics, and business intelligence reports.
Present findings and recommendations to executive leadership with clarity and strategic insight.
Construction Operations & Job Cost Support:
Collaborate with construction project teams to track project performance, review job cost reports, and analyze gross margin results.
Provide financial modeling for construction bids, project proposals, and labor/material strategies.
Support analysis of cost-to-complete, over/under billing, and backlog forecasting.
Financial Modeling & Strategic Analysis:
Build complex Excel-based models for scenario planning, capital investments, and growth initiatives.
Evaluate project feasibility, investment returns (IRR, NPV), and risk-adjusted outcomes.
Support executive leadership in long-term strategic planning, market expansion, and resource allocation.
Cross-Functional Collaboration:
Work closely with accounting, project management, land development, and leadership teams to gather financial inputs and align planning efforts.
Guide business unit leaders in understanding their financial performance and cost drivers.
Act as a key liaison between operations and finance, translating data into actionable business decisions.
Compliance & Audit Support:
Ensure adherence to GAAP and internal financial policies.
Assist in external audit preparations and support compliance with lender or investor reporting requirements.
Maintain financial controls and assist in optimizing reporting systems and documentation processes.
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Qualification Requirements
Education & Experience:
Bachelor's degree in Finance, Accounting, or a related field required; MBA or CPA is a plus.
5+ years of experience in financial planning & analysis, preferably in the construction, land development, or real estate industries.
Strong understanding of GAAP, corporate finance principles, and project-based accounting.
Proven experience managing company-level budgets and supporting operational departments with financial guidance.
Skills & Competencies:
Advanced Excel and financial modeling expertise.
Strong knowledge of job costing, project forecasting, and operational budgeting in construction.
Experience with ERP/financial systems (e.g., Sage, Viewpoint, Procore, or equivalent).
Excellent presentation, communication, and analytical skills.
High attention to detail, organizational ability, and business acumen.
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Physical Demands
Frequent use of computers, spreadsheets, and reporting software.
Ability to sit or stand for extended periods and perform data-intensive tasks.
Occasional travel to construction sites or external meetings may be required.
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Work Environment
Primarily office-based with occasional field exposure.
Fast-paced, team-oriented culture with regular engagement with executive and operations teams.
Occasional site visits to monitor project performance or participate in financial planning meetings.
Key Words:
Financial Analysis
Financial Analyst
Accounting
Forecasting
Land development
Construction
CPA
MBA
Budgeting
Audit
Bachelor's Degree Requirement: Yes

Keywords: Delta System and Software Inc., Columbia , Financial Planning and Analysis Manager with Real Estate :: South Charlotte, NC (Onsite), Accounting, Auditing , Charlotte, South Carolina