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Corporate FP&A Analyst, Senior FP&A Analyst, or FP&A Associate

2 months ago

San Diego, United States Westcore Management LLC Full time
Job DescriptionJob Description

COMPANY OVERVIEW

Westcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities, that operates with the speed and adaptability of opportunistic entrepreneurs. Westcore has a dynamic track record of real estate investing going back to its founding in 2000. We focus on well-located industrial properties in the United States. We are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction and building operations.

To better support our FP&A Department and the anticipated doubling of our portfolio over the next few years, Westcore is looking for an experienced Corporate FP&A Analyst, Senior FP&A Analyst, or FP&A Associate.

POSITION SUMMARY

This position will focus on aspects related to real estate corporate finance, asset management, and investor reporting with leadership and mentorship responsibilities. This includes providing investment analysis and valuations of currently owned properties to asset management, leading the budget and reforecast process, maintaining cash flow models of company assets, and preparing investor reports of the performance of each fund to our capital partners. A candidate will have a strong analytical and quantitative background as well as polished written and verbal communication skills with a desire to develop managerial experience in real estate FP&A.

CORE ROLES & RESPONSIBILITIES:

  • Provide investment analysis for assets under management by maintaining property cash flow models in Argus and evaluating the financial impact of strategic decisions both at the property and company levels.
  • Support and/or lead the company’s budget and reforecast process coordinating with all departments to determine future revenue projections and capital needs and providing property and investor level reporting of performance.
  • Prepare or solely responsible for quarterly valuation models of company assets using discounted cash flow models and Argus.
  • Support the preparation of investor reports to our capital partners which include monthly and quarterly

PRIMARY DUTIES: (The below list is not comprehensive, and priorities will change on a day to day basis)

  • Respond to any request from capital partners as it relates to the future property cash flow, capital needs, and valuations.
  • Provide investment analysis on decisions related to leasing and capital expenditures.
  • Provide operations team internal reporting and resources that provide useful transparency on property level assumptions and performance.
  • Prepare executive team with a portfolio snapshot and monthly dashboard of properties for each venture.
  • Update property cash flows in Argus to help inform how strategic decisions impact the business plan.
  • Assist in the onboarding of new acquisitions into asset management by preparing property level reporting to the operations team.
  • Track historical performance of assets updating financial models and present findings and KPI’s to the executive team and make recommendations on maximizing returns.

DESIRED SKILLS AND EXPERIENCE:

  • BA/BS degree in Finance, Real Estate, Economics, Math, or a related field
  • Graduate degree, CFA, or CPA is preferred
  • Advanced proficiency in Excel. Experience in PowerBI is a plus.
  • Yardi or Argus experience preferred.
  • 2+ years of commercial real estate, investment management, or financial analysis experience.

MISSION

Utilize our expertise and experience to recognize market inefficiencies, quickly deploy capital and talent to act on opportunities, deliver superior outcomes to stakeholders, and strive for excellence in everything we do.

CORE VALUES

Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times.

Integrity: We behave ethically, honestly and respectfully.

Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results.

Teamwork: We are a group of people with diverse talents working to produce positive synergistic results.

Balance: We work hard while embracing our commitment to family, friends and community.

Commitment: We foster a culture of service, responsiveness, accountability, and professionalism.