Realpage connects property management software, analytics and AI to help real estate owners and operators improve property and portfolio performance. Backed by Battery.
About the role
The Senior Investment Planning Analyst supports RealPage's enterprise process for prioritizing Product and R&D investments. The role partners with Business Unit, Product, Finance, and Strategy leaders to evaluate investment requests, validate underlying data and assumptions, and maintain a reliable consolidated planning model.
What they're looking for
- Bachelor's degree in Finance, Economics, Business, Accounting, Engineering, Mathematics, Data Analytics, or a related field
- Five or more years of relevant experience in strategic finance, FP&A, corporate strategy, investment planning, business analytics, or a related analytical role or 2-3 years in management or strategy consulting
- Demonstrated experience building and maintaining complex financial or operational models and translating analysis into practical business recommendations
- Experience coordinating cross-functional work with multiple stakeholders, competing priorities, and firm planning deadlines
- Expert Microsoft Excel skills, including advanced formulas, pivot tables, lookups, scenario and sensitivity analysis, data validation, model auditing, and management of complex multi-source workbooks
- Strong financial and business acumen, with the judgment to evaluate assumptions, connect investment choices to business outcomes, and distinguish material issues from routine variance
More about this role
The Senior Investment Planning Analyst supports RealPage's enterprise process for prioritizing Product and R&D investments. The role partners with Business Unit, Product, Finance, and Strategy leaders to evaluate investment requests, validate underlying data and assumptions, and maintain a reliable consolidated planning model. This position develops scenario analyses, provides business case assessment, executive-ready reporting, and recommendations that help leadership understand investment tradeoffs, allocation patterns, and expected business impact. Success requires expert Excel capability, strong business judgment, analytical rigor, and the ability to drive a complex cross-functional process without direct authority.
- Coordinate and track key planning activities, milestones, deliverables, review cycles, and deadlines.
- Maintain the investment planning calendar, communicate requirements and timing to Business Units, monitor progress, follow up on outstanding actions, and escalate risks that may affect timely process completion.
- Manage the recurring collection of investment planning data from Business Units using standardized templates, established definitions, submission...
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