Menlo Equities is an institutional real estate development and private equity investment firm with a 30-year track record of investing in, developing, and operating mission-critical facilities for leading technology companies. The firm manages approximately $4.5 billion in assets and employs roughly 50 professionals across five national offices. 

Menlo Digital (MD), an affiliate of Menlo Equities, is a vertically integrated data center platform focused on delivering high-performance infrastructure for enterprises, cloud providers, and artificial intelligence hyperscalers. MD owns 18 data centers nationwide and is currently developing eight projects across Tier 1 U.S. data center markets representing more than 880 megawatts of critical capacity. These projects are scheduled to energize and deliver between now and 2030. 

MD’s facilities are strategically located in key U.S. markets to support a broad range of digital infrastructure requirements. Direct tenants include AWS, NVIDIA, Digital Realty Trust, Equinix, TierPoint, and Flexential, among other enterprise customers and colocation providers. 

The Director, FP&A & Capital Markets will be a senior finance professional based at Menlo Digital’s Phoenix headquarters. This is a newly created role that reports directly to the CFO with a dotted-line to the President, and will act as the President’s right-hand for capital raising, financing execution support, investor communications, and strategic transactions (roll-up, recapitalization, IPO). The Director will also own Menlo Digital’s rolling 3-year financial plan and deliver a disciplined quarterly re-forecast cadence. 

I. Financial Planning & Analysis 

•       Own annual budgeting and multi-year forecasting for MD management companies, funds, and property entities; ensure accuracy, completeness and timely delivery. 

•       Develop and maintain sophisticated, multi-entity financial models for business planning, scenario analysis, and capital allocation decisions.

Partner with operating and development teams to analyze performance, identify trends, and recommend actions. 

•       Prepare executive-level materials and investor presentations, translating complex financial positions into clear, actionable recommendations. 

II. Capital Markets & Lending Support (President-Led Negotiations) 

•       Support the President in all capital-raising and lending execution: prepare financing models (DSCR, debt yield, IRR, sponsor equity), term-sheet comparisons, covenant impact analyses, negotiation playbooks and bank presentation decks. 

•       Maintain a live lender/transaction tracker (timelines, outstanding diligence, legal milestones) and manage external parties (investment bankers, lenders, counsel) on administrative/due-diligence requests. 

•       Coordinate lender covenant reporting, draw request packages and closing checklists, and ensure compliance with bank requirements. 

III. Investment Bank & Transaction Support (Roll-Up / Recap / IPO) 

•       Own preparation of CIM exhibits, pro-forma roll-up models, synergy schedules, accretion/dilution analysis, and IPO readiness materials. 

•       Manage the virtual dataroom, banker Q&A, and co-ordinate diligence by legal, tax and accounting advisors. 

•       Provide scenario analyses for transaction structures and capital structures (recap vs IPO vs M&A). 

IV. 3-Year Financial Plan & Quarterly Cadence 

•       Own the integrated 3-year plan (P&L, balance sheet, cash flow, development pipeline, capex, financing schedule). Maintain a formal assumptions library and version control. 

•       Produce quarterly re-forecasts (base, upside, downside, stress), variance analysis vs prior plan and actuals, and a concise executive memo with recommended actions. 

•       Update financing capacity and covenant headroom each quarter and prior to any significant transaction. 

V. Treasury / Investor Reporting 

Produce rolling cash forecasts, liquidity runway analyses, and monthly covenant projections. 

•       Coordinate investor packs, waterfall/ carried interest exhibits, and banker-facing diligence schedules as requested. 

•       Coordinate with external auditors and tax advisors on investor reporting and K-1/tax timing as applicable. 

VI. Process Improvement & Systems 

•       Improve forecasting methodologies, automate regular reporting, and implement best practices for model governance, version control, and assumptions transparency. 

•       Drive improvements that scale with platform growth and transaction frequency. 

•       8+ years of relevant experience in FP&A, corporate finance, investment banking, private equity, or corporate development supporting capital raises, M&A or IPOs. Real estate, infrastructure, or development finance strongly preferred. 

•       Deep experience preparing CIMs, pro-forma roll-ups, financing models, covenant modeling and banker-level investor materials. 

•       Proven track record supporting senior executives on financing execution and transaction diligence; experience coordinating bankers, counsel and external advisors. 

•       Advanced financial modeling skills (multi-entity P&L/BS/CF), strong Excel and PowerPoint ability. Experience with Anaplan, Argus, PowerBI and Yardi/other financial systems a plus. 

•       MBA preferred; or equivalent experience. CPA/CFA or relevant technical credential a plus. 

•       Exceptional written and verbal communication skills; ability to present clearly to Csuite, lenders and investors.