Job Description
Full job description
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.
WHO YOU ARE:
Analytical. You are comfortable building models, analyzing data, forecasting, interpreting financial statements, and evaluating trends. Without a doubt, you’ve got strong quantitative skills.
Knowledgeable. Interest rates, debt products, and fixed income concepts are comfortable topics for you to discuss and your solid understanding of capital structure optimization and rating agency methodologies are other tools you’re comfortable engaging in.
Strong Communicator. Your writing and speaking skills are clear and effective, demonstrating your ability to be articulate and understood.
Organized and Accountable. You are flexible and able to juggle the needs of changing priorities of the business.
Efficient and Effective. You handle pressure well and do so with confidence. And when a tight deadline comes up, you organize the tasks to be completed —including quality checks— and focus on how to re-prioritize your other tasks to meet the timeframe.
A Team Player. You are known for serving as a resource and trusted business partner for internal groups. Participating in cross-functional projects is the type of work you love.
Technologically Savvy. You’ve got a deep knowledge of Microsoft Excel and PowerPoint, plus at least a basic knowledge of SQL.
Passionate. Motivated. Eager to Learn. You ask smart questions, challenge the status quo, and regularly seek to understand. You invest extra energy to reach your goals. And when a special project arises, you volunteer.
WHAT YOU’LL DO:
Analytics & Reporting.
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.
Testing & Quality Assurance
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.
Project Management
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.
Data Governance & Documentation
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.
Testing & Quality Assurance
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.
EXPERIENCE/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.
Salary: $97,000 - 118,000 per year; in addition to base salary, a discretionary 13% annual bonus is provided.
The successful candidate's starting pay will be determined based on job-related skills, experience, and qualifications.
Highlights of the wellbeing benefits for Full-time employees include:
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
Learn more about our Total Wellbeing program
Equity Residential is an Equal Opportunity Employer. We are committed to equal employment opportunities for all job applicants and employees. No job applicant or employee will be discriminated against because of race, religion, color, sex, ****** orientation, gender, sexual/gender identity, age, disability, pregnancy, national origin, military or veteran status, or any other characteristic protected by applicable law. Equity Residential is committed to hiring a diverse workforce. Equity Residential has a smoke-free workplace environment.
Job Type: Full-time
Pay: $97,000.00 - $118,000.00 per year
Benefits:
401(k) matching
Bereavement leave
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid parental leave
Paid time off
Parental leave
Professional development assistance
Referral program
Tuition reimbursement
Vision insurance
Volunteer time off
Work Location: In person
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.
WHO YOU ARE:
Analytical. You are comfortable building models, analyzing data, forecasting, interpreting financial statements, and evaluating trends. Without a doubt, you’ve got strong quantitative skills.
Knowledgeable. Interest rates, debt products, and fixed income concepts are comfortable topics for you to discuss and your solid understanding of capital structure optimization and rating agency methodologies are other tools you’re comfortable engaging in.
Strong Communicator. Your writing and speaking skills are clear and effective, demonstrating your ability to be articulate and understood.
Organized and Accountable. You are flexible and able to juggle the needs of changing priorities of the business.
Efficient and Effective. You handle pressure well and do so with confidence. And when a tight deadline comes up, you organize the tasks to be completed —including quality checks— and focus on how to re-prioritize your other tasks to meet the timeframe.
A Team Player. You are known for serving as a resource and trusted business partner for internal groups. Participating in cross-functional projects is the type of work you love.
Technologically Savvy. You’ve got a deep knowledge of Microsoft Excel and PowerPoint, plus at least a basic knowledge of SQL.
Passionate. Motivated. Eager to Learn. You ask smart questions, challenge the status quo, and regularly seek to understand. You invest extra energy to reach your goals. And when a special project arises, you volunteer.
WHAT YOU’LL DO:
Analytics & Reporting.
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.
Testing & Quality Assurance
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.
Project Management
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.
Data Governance & Documentation
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.
Testing & Quality Assurance
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.
EXPERIENCE/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.
Salary: $97,000 - 118,000 per year; in addition to base salary, a discretionary 13% annual bonus is provided.
The successful candidate's starting pay will be determined based on job-related skills, experience, and qualifications.
Highlights of the wellbeing benefits for Full-time employees include:
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
Learn more about our Total Wellbeing program
Equity Residential is an Equal Opportunity Employer. We are committed to equal employment opportunities for all job applicants and employees. No job applicant or employee will be discriminated against because of race, religion, color, sex, ****** orientation, gender, sexual/gender identity, age, disability, pregnancy, national origin, military or veteran status, or any other characteristic protected by applicable law. Equity Residential is committed to hiring a diverse workforce. Equity Residential has a smoke-free workplace environment.
Job Type: Full-time
Pay: $97,000.00 - $118,000.00 per year
Benefits:
401(k) matching
Bereavement leave
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid parental leave
Paid time off
Parental leave
Professional development assistance
Referral program
Tuition reimbursement
Vision insurance
Volunteer time off
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Financial Planning and Analysis Manager, Automation position is now open for candidates interested in the Finance sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.