Manager, FP&A

Overview

This role is part of a rapidly growing self-storage real estate investment platform backed by a single high-net-worth investor/family office. The organization operates a national self-storage portfolio and is building institutional-grade FP&A processes, reporting, and analytics to scale the platform from 70+ stores to several hundred.

FP&A is central to how the team operates. This position is expected to own and continuously build the financial performance and investor reporting system—along with the data pipeline and AI-assisted workflows that make monthly reporting consistent and scalable.

Preferred locations: Austin, TX; New York, NY; or Chicago, IL.

Responsibilities

• Own the portfolio’s financial performance end to end, including:
  • Revenue, expenses, capital, and budget
  • Operator accountability and performance management
  • Investor reporting and budget/variance commentary
• Ingest and normalize monthly and weekly operator financial and operating packages from multiple third-party property managers.
• Build automated validation checks to catch missing data, misclassified expenses, and reconciliation breaks before information reaches leadership.
• Track and analyze standard self-storage KPIs by store, operator, market, and fund.
• Develop an early-warning framework using leading indicators to flag struggling properties before NOI misses.
• Benchmark stores against budget, prior year, underwriting, peer stores in the portfolio, and local market comps.
• Manage the annual budget process with operators and run monthly reforecasts.
• Diagnose variance drivers at the line-item level, including (as applicable):
  • Occupancy, street rate, in-place rate/ECRI, concessions, fees, bad debt
• Convert material variances into time-bound fix plans with named owners, specific actions, and target dates; track progress to resolution with operators.
• Identify revenue enhancements (e.g., rate/ECRI optimization, occupancy and conversion gains, fees, tenant insurance, ancillary income) and cost reductions (e.g., payroll, marketing efficiency, R&M, utilities, vendor contracts, property tax appeals), sized and prioritized by NOI impact.
• Lead monthly and quarterly performance reviews with third-party operators, challenge results versus budget, align corrective actions, and hold operators accountable.
• Produce monthly and quarterly investor reporting packages, including:
  • Portfolio summary, fund- and store-level performance
  • Budget variance commentary and watch lists
  • Capital projects and acquisition/development updates
• Write clear variance commentary explaining what happened, why it happened, and what actions are being taken.
• Support ad hoc analysis for the Principal, lenders, partners, and the acquisitions team, including underwriting look-backs.
• Design and build AI skills, agents, and automated workflows that ingest operator files, normalize data, run variance diagnostics, and draft reporting.
• Create reusable templates and prompt-driven workflows so the monthly process scales from 70+ stores to several hundred with minimal disruption.
• Implement data-quality and review controls to ensure all investor reporting output is traceable and correct.
• Stay current on AI tooling and identify where it can reduce manual work across asset management, acquisitions, and finance.

Requirements

• 5–8 years in FP&A, asset management, or investment/portfolio analysis, with at least 3 years in self storage at an institutional owner, REIT, operator, or fund.
• Hands-on knowledge of self-storage operations and economics, including:
  • Revenue management and ECRI programs
  • Occupancy and rate dynamics
  • Delinquency and auctions
  • Drivers of store-level NOI
• Demonstrated track record owning budgets and reforecasts and translating variances into actionable plans.
• Experience working with third-party property managers and normalizing reporting across operators (e.g., SiteLink/storEDGE, Yardi, or similar).
• Demonstrated experience building with AI (Claude preferred), including AI skills/agents and prompt-driven workflows that automate recurring financial processes end to end; plus BI tools (Power BI, Tableau, or similar). Be prepared to share examples.
• Advanced Excel and financial modeling; comfort working with large, messy data sets.
• Experience producing institutional-quality reporting for investors, lenders, or an investment committee.
• Strong written communication skills—ability to turn numbers into a clear story and plan.
• Bachelor’s degree in finance, accounting, economics, real estate, or a related field.

Preferred Qualifications

• Experience with Python or SQL.
• Exposure to acquisitions underwriting, lease-up/development tracking, or lender reporting and covenant compliance.
• Experience building or standing up an FP&A/reporting process at a fast-growing platform.
• MBA, CFA, or CPA (or progress toward one).

Compensation & Benefits

• Bonus tied to NOI growth, portfolio KPIs, and individual objectives.

Location

Preferred: Austin, TX; New York, NY; or Chicago, IL.

Background Check

Employment is contingent upon a satisfactory verification of a general and criminal background check.