Director – Financial Planning & Analysis - Financial Planning and Analysis
About the job
- A degree in finance, accounting, or a related business discipline and a Certified Public Accountant designation.
- At least 8 years of progressive experience in financial planning and analysis or financial reporting.
- At least 1–2 years of professional finance management experience.
- Expert proficiency with Microsoft Office, including Microsoft Excel and PowerPoint.
- Strong quantitative and analytical skills, sound judgment, and the ability to assess complex situations and make clear recommendations.
- Strong communication skills, professional ethics, and a commitment to continuous improvement.
- Oversee financial planning and analysis consolidation for the global Credit segment, including forecasts, business plans, and quarterly non-GAAP results, ensuring completeness, accuracy, and appropriate review of key outputs.
- Own the OneStream financial planning and analysis system for the Credit segment, including oversight of system changes, enhancements, and ongoing utilization to support management reporting, forecasting, and analysis.
- Serve as the first reviewer of consolidated forecasts, actual results, and business plans, including detailed analysis of key drivers, trends, and variances before senior team review.
- Manage quarterly timelines and deliverables across the Credit Group, ensuring operating company submissions are received, reviewed, and submitted to BAM by required deadlines.
- Coordinate quarterly earnings, forecast, and actuals submissions for the Credit Segment into BAM reporting, ensuring submissions are complete, accurate, and on schedule.
- Perform the first review of corporate forecasts prepared by a financial analyst, incorporating input from the Vice President and Controller as required.
- Prepare quarterly Credit sub-segment profitability analysis, including detailed review of performance drivers and trends.
- Prepare and review quarterly results presentation decks and present results to senior management.
- Serve as a key finance liaison with the Credit segment’s largest subsidiary, supporting its finance team through business planning, reporting, and issue resolution.
- Manage 1–2 Financial Analysts responsible for preparing consolidated forecasts, results, and business plans, while remaining hands-on in detailed review, analysis, and execution of core financial planning and analysis deliverables.
- Build relationships across the organization and with portfolio companies to support open communication, collaboration, problem-solving, and timely, accurate, decision-useful reporting.
- Identify and implement process improvements to increase efficiency, productivity, and scalability of financial planning and analysis reporting, forecasting, and analysis.
- Experience with OneStream.
About the company
Brookfield is a global investment firm that pools capital from institutions and individuals to help them build long-term wealth. It invests across renewable power, infrastructure, real estate, private equity, and credit, typically deploying its own capital alongside partners. As owner-operators, it uses hands-on operational expertise to grow the businesses it owns. Its goal is to deliver durable, steady returns by focusing on high-quality assets and aligning interests with clients.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$68.5B
Headquarters
New York City, New York
Founded
1924
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Simplify's Take
What believers are saying
- Brookfield selected by Nuclear Liabilities Fund on Sept. 8, 2026 for a multi-decade mandate.
- Brookfield announced up to $600 million for ACME green molecules on Sept. 19, 2026.
- BAM cited approximately $1.3 trillion AUM on June 30, 2026, strengthening fundraising power.
What critics are saying
- Reliance Worldwide shows Brookfield still chases cyclical industrials exposed to tariffs and housing swings.
- Westinghouse's Sept. 30, 2026 framework is non-binding until approvals, financing, and sites finalize.
- A failed Actimize deal or stalled nuclear mandate would expose Brookfield's fee and deployment engine.
What makes Brookfield unique
- Brookfield controls Westinghouse, tied to U.S.-Korea reactor frameworks on Sept. 30, 2026.
- Its platform spans infrastructure, energy, private equity, real estate, and credit across 50 countries.
- Brookfield can write huge checks, like Reliance Worldwide and ACME, through patient capital.
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Benefits
Performance Bonus
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Company News
The US Department of Energy (DoE) has announced a $100 billion private investment to turn a former uranium enrichment site in Western Kentucky into the Paducah American Energy Hub. Led by energy secretary Chris Wright, the project will house an artificial intelligence and high-performance computing campus. Brookfield Asset Management will build the 1.8-gigawatt (GW) data centre campus. NextEra Energy will develop 2GW of gas-fired generation and 2.6GW of battery storage, with surplus power fed back to the regional grid. The phased buildout is targeted for 2032. It is expected to create about 8,000 construction jobs and 600 permanent jobs. The project arrives as investors grow wary of AI infrastructure spending, and Gallup polling shows about 71% of Americans oppose local data centres.
OMP acquires fully leased La Mirada industrial from Brookfield. CBRE facilitated the $58.5-million sale of 14555 Alondra Blvd., a 248,105-square-foot industrial facility in La Mirada, to OMP. CBRE National Partners West's Joe Cesta and Eric Cox represented the seller, Brookfield. Val Achtemeier, Mark Fluent and Matt Schmidt with CBRE's Debt & Structured Finance practice secured the financing. The property is fully leased to MEI Industrial Solutions and supports the movement, storage and transportation of equipment for the aerospace, medical and data center construction industries. The asset includes a large, secured yard, flexible industrial zoning and direct access to Interstate 5, State Route 91 and Interstate 605. "Institutional investors continue to be attracted to well-located industrial assets that offer durable cash flow, strong tenancy and strategic access to Southern California's supply chain infrastructure," said Cesta. "14555 Alondra Blvd. combines a long-term lease commitment from a growing tenant with exceptional connectivity to the Ports of Los Angeles and Long Beach, making it a highly compelling investment opportunity." Read More News Stories About: CBRE * | Sale/Acquisition
Brookfield buys 8 industrial, logistics parks from ESR; plans ₹4,300 Crore Investment. Brookfield has acquired 100% interest in eight industrial and logistics parks from ESR India, covering 10.5 million sq ft across 400 acres. The company has committed Rs 4,300 crore for the acquisition and future development. The Grade A portfolio spans Mumbai, Pune, Delhi-NCR, Chennai and Kolkata and is around 98% leased. PTI Updated: Wednesday, October 07, 2026, 07:00 PM IST Brookfield has acquired a 10.5 million sq ft portfolio of Grade A industrial and logistics parks across major Indian cities | AI Generated Representational Image New Delhi, October 7, 2026: Global investment firm Brookfield on Wednesday said it has purchased eight industrial and logistics parks from ESR India, entailing a committed investment of Rs 4,300 crore for the acquisition and the development of the real estate assets. In a statement, Brookfield said it has acquired "100 per cent interest in a 10.5 million square feet portfolio from ESR India, marking its foray into industrial and logistics real estate in India". The portfolio, spread across 400 acres in six metro clusters, includes eight Grade A parks in Mumbai, Pune, Delhi-NCR, Chennai and Kolkata. The operating portfolio is around 98 per cent leased. Rs 4,300 Crore Investment FPJ Shorts "As part of the transaction, Brookfield has committed Rs 4,300 crore (USD 450 million) towards the acquisition and the future development of the portfolio," the statement said. Brookfield did not give the exact deal value, but sources said the bulk of the committed investment would be for acquisition. ESR India would continue to manage the properties in the near term. Brookfield's India Portfolio Brookfield is a leading owner and operator of real estate and hospitality assets in India. It has a portfolio of over USD 13 billion across office and hospitality, including Brookfield India Real Estate Trust and the Leela Palaces Hotels and Resorts Ltd. Brookfield is one of the largest foreign investors in the country with USD 33 billion of assets under management across infrastructure, energy, private equity, real estate and credit. Brookfield On Logistics Expansion On the deal, Ankur Gupta, Deputy Chief Investment Officer and Head of Asia Pacific and Middle East, Real Estate at Brookfield, said, "Our market-leading presence across India's office and hospitality sectors provides a strong foundation to deepen our real estate footprint and expand into the logistics and industrial sector." "As India's integration into global supply chains accelerates, high-quality logistics infrastructure will enhance the country's logistics capabilities and cost competitiveness," he added. Abhijit Malkani, Chief Executive Officer, India at ESR, said the company would continue to manage the portfolio, providing continuity for customers while supporting its next phase of growth. Also Watch: Brookfield is a leading global investment firm with more than USD 1 trillion in assets under management that owns and operates real estate assets and essential service businesses that form the backbone of the global economy. ESR is a leading Asia-Pacific real asset owner and manager focused on logistics real estate, data centres and infrastructure. (Disclaimer: Except for the headline, this article has not been edited by FPJ's editorial team and is auto-generated from an agency feed.) Follow The Free Press Journal on
Brookfield to acquire ESR India's logistics portfolio for ₹4,300 crore. The 10.5 million sq ft portfolio marks Brookfield's entry into industrial and logistics real estate in India, with ESR continuing to manage the assets in the near term. Brookfield acquired ESR India's 10.5-million-square-foot operating logistics portfolio across six key metro clusters in a deal valued at ₹4,300 crore. (Photo: Bloomberg) Global investment firm Brookfield has announced the acquisition of a 100 per cent interest in the industrial and logistics (I&L) portfolio of ESR India - an I&L real estate developer - for ₹4,300 crore ($450 million). The portfolio spans 10.5 million square feet (msf), and the acquisition marks Brookfield's foray into I&L real estate in India. The committed ₹4,300 crore will be utilised for the acquisition and future development of the portfolio, with ESR continuing to manage the properties in the near term. Spread across approximately 400 acres in six metro clusters, the portfolio includes eight Grade A parks located across Mumbai, Pune, Delhi-NCR, Chennai and Kolkata. Developed and managed by ESR, the assets are situated along industrial and freight corridors strategically located close to key manufacturing and warehousing hubs, providing access to established consumption centres and logistics catchments, the two firms noted in a joint statement issued on Wednesday. The operating portfolio is approximately 98 per cent leased. The portfolio also accommodates light manufacturing facilities, fulfilment centres and warehouses, providing Brookfield with immediate scale across some of India's leading industrial and logistics markets, the companies said. Ankur Gupta, deputy chief investment officer and head of Asia Pacific and Middle East, real estate at Brookfield, said, "Our market-leading presence across India's office and hospitality sectors provides a strong foundation to deepen our real estate footprint and expand into the logistics and industrial sector. As India's integration into global supply chains accelerates, high-quality logistics infrastructure will enhance the country's logistics capabilities and cost competitiveness. We remain well-positioned to partner with governments, global institutions and corporations to deliver solutions at scale, strengthening supply chains, enhancing connectivity, providing accommodation solutions for industrial workforce and supporting the country's economic ambitions." The companies added that the acquisition builds on the relationship between Brookfield and ESR across Asia Pacific. Abhijit Malkani, chief executive officer, India at ESR, said, "This transaction reflects the quality of the portfolio ESR has built and the strong institutional demand for modern logistics assets in India. Brookfield's acquisition of the portfolio underscores the value created through ESR's integrated platform and the strength of our logistics business in India. ESR will continue to manage the portfolio, providing continuity for customers while supporting its next phase of growth. This successful realisation for our capital partners reinforces our conviction in the country's long-term growth prospects, supported by strong economic fundamentals, an expanding manufacturing base and its growing role as a global supply chain hub." Brookfield is an owner and operator of real estate assets in India, with a portfolio of over $13 billion across office and hospitality. Brookfield is one of the largest foreign investors in the country, with approximately $33 billion of assets under management across infrastructure, energy, private equity, real estate and credit. ESR India is the Indian arm of Singapore-based real assets owner and manager ESR. ESR's investments are focused on logistics real estate, data centres and infrastructure.
Clearstream and Brookfield partner to broaden private market access. 07 October 2026 Luxembourg Reporter: Madison Hendrickson Clearstream, Deutsche Börse Group's post-trade business, and Brookfield, a global alternative asset manager, have partnered to expand investor access into private markets. The firms explain that through this collaboration, Brookfield's Luxembourg private market funds, including infrastructure, private credit, and private equity, will be accessible via Clearstream's fund distribution platform. By integrating Brookfield's fund suite into Clearstream's distribution and order-routing infrastructure, fund distributors, private banks, and wealth managers can access alternative funds with the same standardisation, operational efficiency, and settlement traditionally associated with mutual funds, says the firms. Commenting on the partnership, Moritz Dechow, head of distribution for Clearstream Fund Services, says: "Expanding our private markets network is central to our ambition to empower wealth managers and distributors with the tools they need to navigate investments." Tata Newbery, managing director in the legal and regulatory group for Brookfield's Private Wealth group, adds: "Clearstream's established reach across global private banking and wealth channels, combined with its robust operational infrastructure, makes them an ideal partner. "Together, we look forward to making Brookfield's institutional-quality private market strategies a standard component of wealth portfolios." Previous industry article Next industry article NO FEE, NO RISK 100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times