Green Street Advisors, Inc

Director, Financial Planning & Analysis

Green Street Advisors, Inc • $180K — $195K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA preferred.
  • 5–8 years of progressive finance experience; Big 4 or investment banking experience preferred.
  • Demonstrated experience with M&A financial due diligence and LBO modeling.
  • Prior FP&A experience in a high-growth SaaS or technology company a plus.
  • Expert-level financial modeling in Excel; proficiency with FP&A tools (Workday Adaptive Planning preferred).

Responsibilities

  • Lead financial due diligence for potential acquisitions, analyzing earnings and revenue quality.
  • Prepare Finance Due Diligence reports for CFO and Board review.
  • Build and maintain acquisition economics models for M&A activity.
  • Calculate and manage monthly commercial variable compensation plans and commissions.
  • Own and maintain all debt and financing models, including compliance schedules.
  • Prepare financial packages for lender discussions and new debt arrangements.
  • Develop long-range financial plans and multi-year scenarios for strategic discussions.

Benefits

  • Eligible for a performance bonus.
  • Comprehensive benefits package available, subject to eligibility requirements.
Full Job Description
Position Overview

Green Street is seeking a high-caliber Director of Financial Planning & Analysis to join its Finance team. This is a newly created role designed to add strategic and transactional FP&A capacity to the organization following significant growth and a series of acquisitions. The Director will own M&A financial due diligence, debt modeling, long-range planning, commercial variable compensation, and ad hoc strategic projects, and will serve as a credible, polished representative of Green Street's Finance function to the Board of Directors, potential investors, and prospective acquirers.

This individual will report to the VP, Controller and will be a direct partner to the CFO on the highest-visibility financial work the company produces. The role is intended for someone hungry to grow — an ambitious finance professional with the intellect and executive presence to eventually step into a broader leadership seat.

Job Responsibilities

M&A Financial Due Diligence & Integration

  • Lead financial due diligence workstreams for potential acquisitions, including quality of earnings, ARR/revenue quality analysis, cost structure benchmarking, and working capital assessment
  • Prepare Finance Due Diligence reports in coordination with Legal and Tax for CFO and Board review
  • Build and maintain acquisition economics models: accretion / dilution analysis, pro forma P&L, synergy quantification, and integration cost estimates
  • Coordinate cross-functionally with Legal, Tax, Accounting, and Operations during diligence and integration periods
  • Support post-merger integration: recommend consolidation structures, assist with legal entity rationalization, and model synergy realization timelines

Commissions & Variable Compensation

  • Calculate and manage all monthly commercial variable compensation plans:
  • Execute monthly commission review process; coordinate with sales reps and leaders for approvals
  • Download and submit final commission report to payroll team for processing
  • Lead annual commercial compensation plan modeling in coordination with CFO, Controller, and Commercial leadership
  • Coordinate execution of new plans

Debt Modeling & Lender Relations

  • Own and maintain all debt and financing models including covenant compliance schedules, interest expense forecasts, SOFR / benchmark rate updates, and debt capacity analysis
  • Prepare financial packages for lender conversations, credit agreement amendments, refinancings, and new debt arrangements
  • Support the Controller on quarterly EBITDA compliance certificate calculations as needed
  • Monitor credit agreement requirements and flag risks proactively to the CFO

Long-Range Planning

  • Own the long-range financial plan (LRP): maintain the model, update assumptions in partnership with the CFO, and prepare LRP materials for Board presentations and sponsor (TA Associates) review
  • Develop multi-year financial scenarios (base, upside, downside) for strategic planning and investor or acquirer discussions

Board, Investor & Acquirer Presentations

  • Build and own board-ready financial presentations with a high degree of narrative clarity and analytical rigor
  • Prepare materials for potential investor or acquirer data rooms, management presentations, and reverse due diligence processes
  • Represent Green Street's Finance function in external-facing meetings alongside the CFO, including lender, investor, and sponsor interactions

Ad Hoc Strategic Projects

  • Lead high-priority analytical projects as directed by the CFO — e.g., pricing strategy analysis, segment profitability, competitive benchmarking, restructuring analysis, new market sizing
  • Partner cross-functionally with Commercial, Legal, and Product on financial modeling for strategic initiatives
  • Serve as a thought partner to the Revenue Operations team and the broader Commercial organization when evaluating changes to pricing, packaging, and customer promotions / incentives; seller compensation; and non-standard customer terms and their associated revenue treatment
  • Support the development of executive-level materials for the CEO and Board on special topics
Candidate Profile

Education & Experience

  • Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA preferred
  • 5–8 years of progressive finance experience; prior Big 4 (Advisory / Transaction Services) or investment banking experience highly preferred
  • Demonstrated experience with M&A financial due diligence, LBO/leveraged finance modeling, or corporate development strongly preferred
  • Prior FP&A experience in a high-growth SaaS or technology company a plus

Technical Skills

  • Expert-level financial modeling in Excel — LBO models, DCF, and scenario analysis, and three-statement models
  • Proficiency with FP&A planning tools (Workday Adaptive Planning preferred)
  • Comfort working with large datasets; familiarity with SQL or BI tools (Snowflake, PowerBI) a plus
  • Experience with NetSuite and SalesForece preferred
  • Exceptional PowerPoint skills — able to produce Board-quality presentations independently

Knowledge & Competencies

  • Analytical: Synthesizes complex financial and operational data into clear, actionable insights; thinks through problems from first principles
  • Executive presence: Communicates with precision, confidence, and polish in written and verbal formats; credible in front of senior stakeholders
  • Judgment: Makes sound, timely decisions under ambiguity; flags risks proactively and constructively
  • Drive: Self-starter with an owner's mindset — identifies what needs to be done and executes without being directed
  • Collaboration: Works effectively across functions (Commercial, Legal, Operations, Accounting) and builds trust quickly
  • Planning & Prioritization: Manages multiple high-stakes workstreams simultaneously; delivers under deadline pressure without sacrificing quality
Compensation, Benefits and Work Authorization

In addition to the posted base salary range, this position is eligible for a performance bonusand benefits (subject to eligibility requirements) listed here.Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications.This information is applicable for all full-time positions.

Green Street will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Pay RangeUSD $180,000.00 - USD $195,000.00 /Yr. Incentive Performance Bonus+ Incentive Performance Bonus

About Green Street Advisors, Inc

Green Street Advisors is a leading provider of research, trading, and advisory services to the commercial real estate industry. The company provides real estate investment trusts (REITs), investment managers, and commercial real estate brokers with actionable intelligence on the public and private markets. Green Street Advisors was founded in 1985 and is headquartered in Newport Beach, California.
Learn more about Green Street Advisors, Inc
Size
300 employees
Industry
Net Income
$20 million
Founded
1985
5 Year Trend
+5%
Revenue
$100 million

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