Manager, Financial Planning & Analysis

Tricon Residential is an owner, operator and developer of single-family rental homes in the U.S. and multi-family apartments in Canada. Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon’s culture and business philosophy. We provide high-quality rental housing options for families across the United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams. Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage. At Tricon, we imagine a world where housing unlocks life’s potential.

We strive to be North America’s premier rental housing company. Our business philosophy involves taking care of our team first – empowering them to provide our residents with exceptional service and to positively impact the local communities where we operate. By providing an enhanced living experience, our residents rent for longer periods of time, treat our properties like their own, and share their experience with friends and family. This is how we continue to grow, and it is an approach that has proven to generate positive returns for our stakeholders. For more information, visit Tricon Residential.

Job Description

We are seeking a highly skilled and motivated Financial Planning & Analysis Manager to join our dynamic Corporate Finance team. The ideal candidate will bring strong accounting knowledge and analytical skills, a solid understanding of the real estate business, and proven experience in leading cross-functional planning and forecasting efforts.

Essential Duties and Responsibilities:

Financial Planning & Analysis

• Develop and maintain financial models to support planning and decision-making for the single-family rental portfolio.

• Conduct quarterly and monthly financial analysis, including variance, trend, and scenario analysis.

Budgeting & Forecasting

• Lead the annual budgeting process in collaboration with cross-functional teams.

• Present budgets, reforecasts, and ad-hoc analyses to senior management.

• Monitor forecasts to reflect market changes and assess performance against key financial metrics.

Strategic Planning

• Partner with departments to shape long-term strategic plans and evaluate key initiatives.

• Provide financial recommendations through profitability and feasibility analysis.

Operational Support

• Work with operations to optimize performance and manage cost efficiencies.

• Support budget consolidation, liquidity planning, and forecast inputs for loan compliance.

Reporting

• Prepare high-quality financial reports for senior leadership and private equity stakeholders.

Team Leadership

• Mentor junior team members and lead efforts to improve financial systems and processes.

Qualifications:​

• Strong understanding of the real estate business.

• Proficiency in financial modeling, budgeting, and forecasting techniques.

• Advanced Excel skills.

• Proficiency in ERP and BI tools (e.g., Yardi, Snowflake, Power BI) strongly preferred.

• Excellent analytical, problem-solving, and decision-making skills.

• Strong communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

• Proven leadership and team management abilities.

Minimum Requirements:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• CPA or CFA designation.

• Minimum of 6 years of experience in financial planning and analysis or financial reporting field, preferably within the real estate industry.

• Minimum of 3 years of experience at a manager level.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, including:

• Frequently required to sit, talk, and hear.

• Frequently required to stand and move; use hands to grasp, squeeze, finger, handle, and feel; reach, push, and pull with hands and arms; occasionally required to twist; reach overhead; stoop, kneel, squat, bend, and crouch.

• Occasionally lift, carry, and move up to 10 pounds.

• Vision abilities required by this job include close vision, distance vision, and depth perception.

We are committed to fostering an inclusive and accessible recruitment process. If you require accommodations at any stage of the hiring process, please let us know, and we will work with you to meet your needs.

At Tricon, we are committed to creating a workplace where every individual is valued for their unique contributions, experiences, voices, and backgrounds. By embracing these principles, we aim to positively impact our business and the communities we serve, creating a lasting legacy where everyone can thrive.