Senior Financial Planning Analyst

Overview

This role supports financial planning, forecasting, and reporting for a strategic joint venture project within a data center portfolio. The position is a high-visibility, individual-contributor role with direct exposure to senior leadership and responsibility for a broad scope—from JV-level reporting and variance analysis to budgeting/forecasting and cross-functional business partnering.

The ideal candidate has strong analytical capabilities, deep experience in capital-intensive environments, and the ability to translate complex financial information into clear, decision-ready insights. This is an experienced senior hire (not an entry point into FP&A).

Responsibilities

• Own the recurring reporting package delivered to the joint venture partner, ensuring deliverables are accurate, complete, and delivered on the agreed reporting cadence.
• Prepare project- and facility-level P&L reporting, including monthly variance analysis, commentary, and distribution to project leadership and the joint venture partner.
• Support preparation of periodic compliance certificates, financial statements, and other lender- or investor-required deliverables in coordination with Accounting, Treasury, and Corporate Development.
• Track and reconcile capital contributions, capital accounts, and incentive/promote calculations against the joint venture’s return waterfall mechanics.
• Build and maintain driver-based forecasting models, incorporating construction draw schedules, phased delivery timing, and stabilization assumptions across the development lifecycle.
• Own preparation of the annual business plan and budget for the project, coordinating inputs with Project Delivery, Operations, and the joint venture partner’s asset management team.
• Monitor actual development costs versus budget, flag variances, and escalate items with material cost or return impact.
• Partner with Accounting to ensure accurate treatment of the joint venture’s legal entity structure in corporate consolidation, distinguishing consolidation versus equity-method accounting where applicable.
• Apply and maintain the corporate cost allocation methodology used to determine shared costs attributable to the joint venture, ensuring allocations are well-documented and defensible.
• Reconcile general ledger data to joint venture and lender reporting outputs, identifying and resolving discrepancies in partnership with Accounting.
• Serve as the embedded FP&A point of contact for the project, working cross-functionally with Legal, Accounting, Treasury, and Development to support reporting, budgeting, and ad hoc partner requests.
• Support ad hoc financial analysis and business case development as assigned, including cost-benefit analysis, valuation support, and scenario modeling.
• Identify and flag data quality issues in source systems and reporting outputs; document discrepancies with clear recommendations and follow through on resolution with Accounting.
• Contribute to documentation of joint venture reporting processes, templates, and standards as the workstream matures.

Requirements

• Advanced Excel proficiency, including financial modeling; lookup functions (XLOOKUP, INDEX/MATCH); pivot tables; and multi-source data consolidation. Power Query experience strongly preferred.
• Working knowledge of private equity / joint venture structures, including capital contributions, preferred return and profit-split waterfalls, capital account mechanics, and incentive/promote calculations.
• Ability to translate dense legal and partnership agreement language into repeatable, well-documented finance processes and reporting calendars.
• Strong understanding of GAAP accounting principles, including accruals, prepaids, depreciation, capitalization policy, and CapEx vs. OpEx classification—applied in an FP&A context.
• Ability to manage external-facing, contractually driven reporting deadlines with precision, escalating risks to timely delivery well in advance.
• Strong analytical and communication skills, with the ability to synthesize complex, multi-entity financial data into clear variance commentary and executive-ready reporting.
• Ability to manage multiple workstreams independently, prioritize effectively under tight deadlines, and escalate issues with clear documentation.
• Intellectually curious about business operations; able to engage meaningfully with non-finance stakeholders and translate operational realities into financial assumptions.

Preferred Qualifications

• Direct experience in capital-intensive industries—data centers, real estate, energy, infrastructure, or project-based environments—strongly preferred (data center finance experience is a meaningful differentiator).
• Prior exposure to joint venture, fund, or PE-backed reporting obligations (capital call/distribution tracking, compliance certificates, investor/quarterly reporting) is a meaningful differentiator.
• Experience building or maintaining project-level, property-level, or site-level P&L models.
• Prior experience owning a budget or forecasting process for one or more cost centers (not just supporting it).
• Proficiency with ERP or financial reporting systems; NetSuite experience is a plus.
• Experience at a PE-backed, joint-venture-structured, or high-growth company is a plus.

Education & Experience

• Bachelor’s degree in Finance, Accounting, Real Estate Finance, or related field.
• 5–7+ years of FP&A, financial analysis, project/real estate finance, or relevant accounting experience.
• This is an experienced senior hire.

Compensation & Benefits

• Eligible for a competitive benefits package including: medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending and HSA accounts; paid holidays; PTO; employee assistance program; and other benefits.
• Compensation depends on factors including qualifications, location, skills, competencies, and experience, and may fall outside of the range shown.

Location

North America (North American division role).