Commercial Real Estate FP&A Consultant (Lease Planning & Forecasting)

A multi-billion real estate owner-operator is engaging a seasoned FP&A consultant to stabilize and elevate leasing revenue forecasting, planning, and reporting ahead of two incoming full-time hires. You’ll lead process improvements and system optimization across MRI, Argus, and Salesforce to create a scalable, well-documented planning engine for the office portfolio.

What You’ll Do

• System Optimization (MRI, Argus, Salesforce) : Diagnose manual workarounds, streamline reconciliations, and integrate data flows (e.g., MRI rent rolls → Argus planning → Salesforce leasing data). Align occupancy / lease activity with financial planning; limited touchpoints with SAP for financials.
• Leasing Planning &
• Upgrade quarterly forecasts and annual budgets; build durable, auditable rent roll models and documentation. Reduce single-point-of-failure risk by distributing ownership and standardizing workflows.
• Enhanced Reporting &
• Refine Excel-based leasing and revenue reports so asset leaders can read beyond raw stats—support storytelling with clear visuals, variance analysis, and driver-based insights.
• Change
• Create clean file structures, backup documentation for assumptions, and pragmatic SOPs so the future team can scale confidently.

What You’ll Bring

• Senior-level FP&A leadership in commercial real estate with deep lease knowledge (clauses, options, step-ups, free rent, TI / LC, expirations, and occupancy dynamics).
• Hands-on expertise with MRI, Argus, and Salesforce, plus advanced Excel for large datasets (index / match / xlookup, pivots, model hygiene).
• Proven record of process
• mapping workflows, eliminating manual transfers, improving controls, and documenting assumptions.
• Strong communication and an independent, proactive working style; comfortable advising executives and translating complex details into clear recommendations.

Nice to Have

• Familiarity with SAP for financials (limited role in this project).
• Experience building driver-based models, scenario analysis, and executive dashboards.
• Prior work standing up planning processes during team transitions or rapid growth.

Why This Project

• Immediate, high-impact mandate to upgrade lease-driven forecasting and reporting for a sizable office portfolio.
• Green-light to fix what’s broken—not just operate
• simplify, document, and future-proof core processes for incoming hires.
• Work shoulder-to-shoulder with senior leadership in a high-visibility engagement.