Financial Planning & Analysis Manager

Financial Planning & Analysis Manager

Location:

Charlotte, North Carolina

Posted

04-28-2025

Sector

Accounting and Finance

Work Type

Direct Hire

Reference

63876

 
THE TEAM YOU WILL BE JOINING
  • Full service, end to end land development and site work contractor building relationships and partners with landowners, local government, engineers, developers and home builders.
  • Local presence and leadership in the Charlotte area.
  • Vertically integrated in house planning, entitlements, due diligence, value engineering and site work construction.
 
WHAT THEY OFFER YOU
  • Access to competitively priced, high-quality health care options along with employer-paid ST and LT disability, basic life and AD&D insurance
  • Plan for the future by investing in a 401(K), with up to $5K employer match, invest even more with our Health Savings Account (HSA)  
  • Receive well-rounded wellness benefits, including free and low-cost mental health resources and support services through our Employee Assistance Program
  • Rest and relax with our paid time off policy that increases with tenure
 
WHERE THIS ROLE SITS:
  • Charlotte, NC
  • Office-based role with occasional site visits for land evaluations.
 
WHY THIS ROLE IS IMPORTANT:
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
 
 
 
THE BACKGROUND THAT FITS:
  • 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.
  • 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.
  • 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.
  • 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.
 
 
 
 
 

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