Vice President - Financial Planning and Analysis

Job Description

• Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;
• Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;
• Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and
• Providing strategic thinking regarding investment analyses, portfolio construction, and management through presentations, articles, and custom work for clients.

• Oversee and maintain the integrity of the investment management platform, Pereview. Collaborate with the portfolio management, accounting, and data analytics teams to enhance reporting capabilities that support decision-making across portfolios.
• Monitor transaction activity including new acquisitions, refinancing, and dispositions as well as property type characterizations and life cycle movements for reporting purposes.
• Analyze financial data to identify trends, risks, and opportunities for growth. Maintain KPIs and assist in the creation and maintenance of management dashboards.
• Lead the quarterly investor reporting process alongside the Portfolio Manager including portfolio composition, valuation trends, return benchmark analysis, performance analytics and management reporting.
• Manage and oversee the annual forecasting and long-range investment planning processes through the aggregation of property level data and high-level model allocations. Assist in the presentation of real estate implementation plans for investors.
• Conduct fee analysis, return, promote, and waterfall calculation verification.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
• Hire, mentor and develop FP&A team members, promoting a culture of continuous learning and professional growth.

• Bachelor's degree, preferably in Finance or Accounting or with relevant coursework. Real estate investment experience required. MBA or advanced degree is a plus. 
• 10+ years of experience in financial planning and analysis, with at least 2 years in a leadership role.
• Expert financial modeling and analytical skills.
• Advanced proficiency in Microsoft Excel and financial software applications such as Pereview, Yardi, or MRI.
• In-depth knowledge of accounting principles, financial statement analysis, and real estate investment management.
• Excellent communication, presentation, and interpersonal skills.
• Proven ability to develop and lead high-performing teams.
• Strong attention to detail, problem-solving abilities, and a results-driven mindset.

• Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year
• 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense) 
• Competitive vacation and wellness/sick time offered for employees
• Family planning and fertility benefits 
• Employee stipend for continuing education and professional development 
• Employer-paid family leave after one year of employment 
• Commuting stipend for team members not driving to work 
• Cell phone stipend 
• Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location 
• Option to participate in FSA, HSA, and 401(k) plan 
• Employer contribution to 401(k) annually 
• Access to back-up childcare, elder care, pet care, and other in-home resources 
• Enjoyment of hosted in-office lunches and social events on a regular basis 
• Paid time off to volunteer