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The AVP, Financial Planning & Analysis role at Harrisonst is an on-site position located in Chicago, IL.

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AVP, Financial Planning & Analysis

HarrisonstChicago, IL1w ago

Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe. Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally.

Founded on a culture of innovation, HSAM is an early mover in alternative real estate and mid-market infrastructure. Today, the firm’s global team, consisting of more than 520 professionals, is committed to creating long-term value through deep sector expertise and forward-thinking strategies.

Harrison Street is seeking an Assistant Vice President, Financial Planning & Analysis (FP&A) to join the firm’s Finance team in Chicago. The AVP will support the corporate financial planning, budgeting, forecasting, and reporting process helping to drive timely and accurate financial insights across the firm. This role will report to the Director of Financial Planning & Analysis.

This individual will work closely with senior leadership and business line heads to provide insights that drive growth, improve operational efficiency, and support informed, data-driven financial strategies. The ideal candidate brings deep experience in financial analysis, modeling, and reporting within a real estate investment or asset management environment.

Responsibilities:

Support the corporate budgeting and forecasting processes, ensuring alignment with Harrison Street’s overall strategic and financial objectives.

Assist in long-term financial planning, including scenario and sensitivity analyses.

Collaborate with Accounting to ensure accurate financial reporting and a clear understanding of forecast-to-actual variances.

Establish strong relationships within the Firm and provide partnership and support in developing department level annual budgets and updates for the forecasts.

Enhance and maintain FP&A tools, models, and systems to improve accuracy, scalability, and efficiency.

Automate (to the extent possible) budget and forecasting processes.

Prepare monthly and quarterly management reports, including performance summaries, KPIs and variance analysis.

Analyze and interpret financial results, identifying opportunities to optimize performance and support business objectives.

Assist in preparing materials for internal and external stakeholders

Contribute to ongoing process improvement in financial processes, reporting, and data analytics capabilities.

Partner cross-functionally with teams across the firm to align financial strategies with the Firm’s goals.

Provide analytical and reporting support to various business units and senior leaders.

Other duties as assigned.

Requirements:

Bachelor’s degree in Finance, Accounting, or a related field

5+ years of progressive experience in FP&A or corporate finance; title will be based on years of applicable work experience

Demonstrated expertise leading financial planning, budgeting, and reporting processes for complex, multi-entity organizations.

Ability to identify problems, analyze information and propose solutions are important skills for this role.

Strong proficiency in Excel and financial systems (experience with NetSuite, NSPB, SmartView, or similar tools preferred).

Excellent communication and presentation abilities, with the capability to effectively convey complex financial concepts to senior executives and non-financial stakeholders.

Proven ability to manage multiple priorities and thrive in a fast-paced, collaborative environment.

Harrison Street is proud to be an equal opportunity employer committed to diversity, equity and inclusion in the workplace and is an affirmative action employer. All qualified applicants will receive consideration for employment without regard to veteran status, uniform service member status, race, color, religion, sex, national origin, age, physical or mental disability, genetic information or any other protected class under federal, state, or local law.

If you require accessibility assistance applying for open positions, please contact our ADA Accessible Line at (312) 920-0500 or careers@harrisonst.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

Harrison Street does not accept unsolicited headhunter and agency resumes. Harrison Street will not pay fees to any third-party agency or company that does not have a signed agreement with Harrison Street.

AVP, Financial Planning & Analysis

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