Position Summary:The National Association of REALTORS® (NAR) is seeking a strategic and analytical Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, financial reporting, and business partnership activities across the organization. This role serves as a key advisor to leadership, providing actionable financial insights that support decision-making, resource allocation, and long-term organizational planning.
The Director will lead the continued evolution of NAR's finance transformation efforts, including Zero-Based Budgeting (ZBB), NetSuite Planning & Budgeting (NSPB), management reporting, financial modeling, and operational analytics. The successful candidate will build strong partnerships across all business functions, drive financial accountability, and lead a high-performing FP&A team focused on delivering timely, accurate, and insightful financial information.
Duties and Responsibilities:
Management Reporting & Analytics - Oversee development and delivery of leadership, committee, and departmental reporting packages.
- Analyze financial results against budget, forecast and prior year.
- Identify trends, risks, opportunities, and performance drivers.
- Develop key performance indicators (KPIs), dashboards, scorecards, and management reporting tools.
Budgeting & Forecasting - Continue to improve NAR's Zero-Based Budgeting process.
- Develop tracking of member-facing programs success measurements.
- Develop quarterly forecasting cycles across departments and functional areas.
- Drive accountability for budget ownership and forecast accuracy throughout the organization.
- Ensure alignment between financial plans and strategic objectives.
Management Reporting & Analytics - Oversee development and delivery of executive, leadership, committee, and departmental reporting packages.
- Analyze financial results against budget, forecast, prior year, and strategic targets.
- Develop key performance indicators (KPIs), dashboards, scorecards, and management reporting tools.
Business Partnership - Lead FP&A business partner support across all NAR teams.
- Provide financial guidance to Group Leaders, cost center owners, and project leaders.
- Assist departments in evaluating spending decisions, staffing plans, program investments, and operational initiatives.
- Promote a culture of financial accountability, transparency, and data-driven decision making across the organization.
Systems, Process Improvement & Finance Transformation - Serve as a leader in the administration, optimization, and ongoing development of NetSuite Planning & Budgeting (NSPB).
- Drive improvements in budgeting, forecasting, reporting, and planning processes.
- Establish financial reporting standards and data governance practices.
- Partner with Finance, Accounting, IT, and external consultants on system enhancements and process automation initiatives.
- Champion innovation through financial technology, reporting automation, and business intelligence tools.
Team Leadership - Lead, mentor, and develop FP&A staff.
- Establish performance expectations, priorities, and professional development plans.
- Foster collaboration, continuous improvement, and customer service within the FP&A function.
- Manage workload prioritization to support leadership, committee, budgeting, and reporting deadlines.
Governance & Committee Support - Support Finance Committee, Budget Review Team, Executive Committee, and Board of Directors reporting requirements.
- Develop financial presentations, talking points, analyses, and decision-support materials.
- Ensure financial planning processes align with approved governance structures and timelines.
- Coordinate financial information for major organizational initiatives and strategic projects.
Qualifications:
Required- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
- Minimum 8-10 years of progressive experience in FP&A, corporate finance, budgeting, or strategic finance.
- Minimum 3-5 years of leadership experience managing finance professionals.
- Strong financial modeling, forecasting, budgeting, and analytical skills.
- Demonstrated experience partnering with senior leadership and business stakeholders.
- Experience developing executive-level reporting and presentations.
- Advanced Microsoft Excel and financial analysis skills.
- Excellent communication, presentation, and relationship management skills.
Preferred- MBA, CPA, CFA, or other advanced financial credential.
- Experience with NetSuite ERP and NetSuite Planning & Budgeting (NSPB).
- Experience implementing budgeting, forecasting, or financial planning systems.
- Knowledge of Power BI, Tableau, or similar business intelligence platforms.
- Experience in associations, nonprofits, membership organizations, or similarly complex organizations.
Compensation: $160,000-$180,000.
NAR provides comprehensive benefits including health/dental/vision insurance.
NAR is on a hybrid schedule and in the office 3 days a week.
