Senior Investment Planning Analyst

Own RealPage’s enterprise investment planning process, ensuring high-quality data, scenario rigor, and executive-ready reporting to support Product and R&D prioritization decisions.

Responsibilities

• Lead and own the end-to-end investment planning process, coordinating 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; escalate risks impacting on-time completion.
• Propose process improvements and drive implementation.
• Own recurring investment data collection from Business Units using standardized templates, definitions, submission requirements, and planning deadlines.
• Challenge counterparts proactively and constructively.
• Review Business Unit submissions for completeness, internal consistency, appropriate classification, and supportable assumptions; identify gaps and work with stakeholders to strengthen business cases.
• Reconcile submitted investment data with available capacity, financial information, project records, and other internal sources; research discrepancies and drive timely correction or documented resolution.
• Consolidate validated submissions into the enterprise investment planning model while keeping definitions, assumptions, calculations, and reporting periods consistent.
• Coordinate with Product Management and Finance teams to evaluate investment cases; analyze and refine submissions to support incremental R&D requests.
• Assess prioritization tradeoffs across investment requests by evaluating alignment to RealPage strategic initiatives, business unit revenue and profitability impacts, and incremental resourcing needs.
• Maintain day-to-day integrity and usability of the Excel-based planning model by auditing formulas, links, references, inputs, duplicate records, and model performance; escalate material issues.
• Produce recurring analytics and executive-ready PowerPoint materials, including foundational analyses of investment levels and scenarios across Business Units to support leadership prioritization and resource allocation.
• Prepare recurring reporting and investment profile updates (summaries, schedules, reconciliations, charts, and management-ready materials) covering investment usage status, outstanding issues, data-quality findings, and trends.
• Build effective working relationships with Strategy, Product, Finance, and Business Unit stakeholders; communicate requirements clearly; facilitate issue resolution; challenge unsupported assumptions.
• Strengthen the investment planning process through documentation, standardized templates, practical controls, and responsible use of approved automation, AI-enabled tools, and business-intelligence capabilities.

Requirements

• Bachelor's degree in Finance, Economics, Business, Accounting, Engineering, Mathematics, Data Analytics, or a related field.
• 7+ years of relevant experience in strategic finance, FP&A, corporate strategy, investment planning, business analytics, or a related analytical role, or 3-4 years in management or strategy consulting.
• Demonstrated experience building and maintaining complex financial or operational models and translating analysis into practical business recommendations.
• Experience driving proactive execution in a cross-functional environment with multiple stakeholders, competing priorities, and firm planning deadlines.
• 3+ years of management, strategy, or financial consulting experience.
• Experience driving Product or R&D investment planning in a technology, software, SaaS, or similarly complex multi-business environment.
• Experience with Power BI, Power Query, planning systems, or other data-visualization and automation tools.
• Experience using approved AI-enabled tools to improve analysis, modeling, research, or reporting.
• Expert Microsoft Excel skills, including advanced formulas, pivot tables, lookups, scenario and sensitivity analysis, data validation, model auditing, and complex multi-source workbooks.
• Strong financial and business acumen and the judgment to evaluate assumptions, connect investment choices to business outcomes, and separate material issues from routine variance.
• Advanced analytical and problem-solving skills, including data reconciliation, trend analysis, root-cause investigation, and interpretation of incomplete or inconsistent information.
• Ability to synthesize complex analysis into clear conclusions, recommendations, and executive-ready PowerPoint presentations.
• Strong written and verbal communication skills, including confidence to ask probing questions and influence without direct authority.
• High attention to detail with commitment to data integrity, documentation, confidentiality, and repeatable process controls.
• Ability to manage multiple priorities, work effectively in ambiguity, operate on recurring enterprise planning cycles, and meet deadlines.
• Ability to responsibly use approved AI and automation tools while applying independent judgment and protecting confidential company information.

Technologies

• Microsoft Excel
• PowerPoint
• Power BI
• Power Query
• AI-enabled tools
• Business-intelligence capabilities

Benefits

• Health, dental, and vision insurance.
• Retirement savings plan with company match.
• Paid time off and holidays.
• Professional development opportunities.
• Performance-based bonus based on position.

Salary and Benefits

• Pay range: USD $94,700.00 - USD $161,300.00 /Yr
• RealPage provides a competitive salary package and comprehensive benefit plan.
• Compensation may vary by location, qualifications (including job-related education, training, experience), and licensure and certification, which could result at a level outside these ranges.
• Certain roles may be eligible for additional rewards, including annual bonus and sales incentives, depending on the applicable plan and role terms and individual performance.

Physical Demands and Working Conditions

• Occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear.
• Ability to operate a personal computer and express or exchange ideas by means of spoken word.
• May be required to sit and/or stand for long periods of time.
• Specific vision abilities required: close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• May be required to lift or move 10+ pounds.