Portfolio Finance Manager

4 weeks ago

Houston, United States Campus Living Villages Full time
Job DescriptionJob Description

Summary of the Role:

Ensure the business has effective financial monitoring in place and meets all of its statutory corporate governance obligations, and that these tasks are conducted in a timely and efficient manner. The activities that fall into these sections are detailed below but include management accounting, financial accounting, finance systems and financial compliance.

Critically involved in the setting of the strategic direction, establishing sensible metrics and ensuring that the correct people with regard to fit and experience are recruited.

Key Accountabilities

Reporting

  • Assist in preparation of the CLVus CFO Report including analysis of CLV’s performance, and any other papers as required.
  • Assist in preparation of Executive reports, including analysis of performance.
  • Provide monthly budget vs. actual reporting and monthly cash flow reports to the CLVus Asset Teams with insightful analysis.
  • Coordinate and review the CLVus monthly results, ensuring accuracy and integrity of the accounting records.

Finance and Taxation

  • Provide strategic direction to the Financial Management team.
  • Deliver and manage the preparation of statutory and half year accounts for CLV including key liaison with CLV’s external and compliance auditors.
  • Prepare the annual three-year budget as part of the CLV Business Plan.
  • Manage finance activities across the business ensuring compliance with company policies and financial reporting standards.
  • Manage the preparation of accurate Corporate financial budgets and forecasts.

Finance Systems

  • Review and manage the accounting systems to ensure a scalable solution is maintained within budgetary constraints.
  • Establish and maintain suitable budgeting, forecasting, job costing and reporting systems.

Fund Model

  • Provide inputs and long-term assumptions for Corporate for the Fund Model.
  • Ensure the respective NAV inputs have received the appropriate verifications from the Corporate team, to the satisfaction VP of Finance.

Compliance and Internal Control

  • Manage the internal control procedures of Finance team including review of existing controls to ensure both compliance and adequate monitoring.
  • Establish appropriate policies and procedures and ensure that they are captured in the process system.

Skills, Experience and Qualifications Required

Technical & Personal Skills

  • Financially literate, able to analyze, report and dissect all manner of financial data
  • High level of IT proficiency is required, including advanced Excel Skills
  • Highly analytical and ability to effectively manage multiple projects/assignments in a fast-paced, changing environment
  • Strategic thinker, able to assess complex matters and provide timely, relevant, succinct advice
  • Articulate and persuasive and able to communicate financial outcomes to a broad range of stakeholder groups
  • A proactive and self-motivated approach with the ability to solve problems, improve system and procedural efficiency and effectiveness.
  • A team player attitude with a willingness to be flexible and the ability to work independently or as part of a team.
  • Ability to maintain professional demeanour, consistency, and accuracy of work at times of high volume and tight deadlines.
  • Analyze and interpret various types of data in order to draw conclusions and solve problems.
  • Proficient in preparing and tracking detailed project budgets and schedules.
  • Possess strong intellectual curiosity and ownership of work-product.

Experience & Qualifications

  • Undergraduate degree in Commerce, Business, Finance or similar field
  • Minimum 5 years of financial reporting and accounting experience
  • CPA or CA qualified or prevalent experience (desired)
  • Demonstrated leadership and management experience
  • Experience in operational and portfolio analysis
  • Experience across any or all of investment banking, property, infrastructure, and financial management
  • Experience with real estate assets, multi family or student accommodation is an advantage.

This Position Description is a summary of the primary duties and responsibilities of the position. It is not intended to be a comprehensive listing of all duties and responsibilities. Campus Living Villages reserves the right to change this description at its discretion.

CLV expects a high level of professional behavior in accordance with the CLV Group Code of Conduct and the CLV Core Values.

  • Portfolio Manager

    3 weeks ago

    Houston, United States Texas Capital Bank Full time

    Portfolio Manager - Commercial Lender Finance page is loaded Portfolio Manager - Commercial Lender Finance Apply locations Dallas, TX time type Full time posted on Posted Yesterday job requisition id JR101833 Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a...

  • Portfolio Manager

    3 weeks ago

    Houston, United States TBG | The Bachrach Group Full time

    Portfolio Management Sr. Description a commercial real estate private equity firm that manages a series of discretionary funds that provide growth capital to real estate operating companies across the U.S (all markets and sectors considered). The firm embodies a unique and progressive investment strategy in commercial real estate. Client makes controlling...

  • Portfolio Manager

    2 weeks ago

    Houston, United States TBG | The Bachrach Group Full time

    Portfolio Management Sr. Description a commercial real estate private equity firm that manages a series of discretionary funds that provide growth capital to real estate operating companies across the U.S (all markets and sectors considered). The firm embodies a unique and progressive investment strategy in commercial real estate. Client makes controlling...

  • Portfolio Manager

    5 days ago

    Houston, United States TBG | The Bachrach Group Full time

    Portfolio Management Sr. Description a commercial real estate private equity firm that manages a series of discretionary funds that provide growth capital to real estate operating companies across the U.S (all markets and sectors considered). The firm embodies a unique and progressive investment strategy in commercial real estate. Client makes controlling...

  • Portfolio Management Associate

    2 weeks ago

    Houston, United States TBG | The Bachrach Group Full time

    Position Summary: Join a prominent private equity firm in Houston as a Portfolio Manager Associate responsible for overseeing portfolio analytics, risk management, and capital allocation across diverse sectors. Our client is currently not supporting any sponsorships.Responsibilities:Analyze and contribute to ongoing portfolio construction and capital...

  • Portfolio Management Associate

    5 days ago

    Houston, United States TBG | The Bachrach Group Full time

    Position Summary: Join a prominent private equity firm in Houston as a Portfolio Manager Associate responsible for overseeing portfolio analytics, risk management, and capital allocation across diverse sectors. Our client is currently not supporting any sponsorships.Responsibilities:Analyze and contribute to ongoing portfolio construction and capital...

  • Portfolio Management Associate

    2 weeks ago

    Houston, United States TBG | The Bachrach Group Full time

    Position Summary: Join a prominent private equity firm in Houston as a Portfolio Manager Associate responsible for overseeing portfolio analytics, risk management, and capital allocation across diverse sectors. Our client is currently not supporting any sponsorships.Responsibilities:Analyze and contribute to ongoing portfolio construction and capital...

  • Portfolio Manager

    4 weeks ago

    Houston, United States Texas Capital Bank Full time

    Portfolio Manager - Energy page is loaded Portfolio Manager - Energy Apply locations Dallas, TX time type Full time posted on Posted 30 Days Ago job requisition id JR101579 Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with...

  • Accounting & Finance Manager

    1 day ago

    Houston, United States Creative Financial Staffing Full time

    About the Company and Opportunity: Our client is a successful investment company. They invest in EVERYTHING renewables infrastructure…wind, solar, batteries……..over 5B invested worldwide! The offices are in the Downtown Houston. Free parking is provided! Conveniently located to get out at lunch. Excellent benefits, great team, and culture! 100%...

  • Account Manager

    2 days ago

    Houston, United States AFC Automotive Finance Corporation Full time

    Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 30 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on...

  • Customer Success Manager

    22 hours ago

    Houston, United States AFC Automotive Finance Corporation Full time

    Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 30 years, we’ve been committed to making dreams come true for independent car dealers. AFC’s finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus...

  • Portfolio Manager/Commercial Underwriter

    2 weeks ago

    Houston, United States BankTalent HQ Full time

    Amegy Bank is seeking aPortfolio Manager in Houston, TX to join the International Banking team. International Banking is a full-service lending group with expertise in financing solutions focused on exporters, importers, U.S. subsidiaries of foreign parent companies, and international corporates. The ideal candidate for this position will require skills and...

  • Portfolio Officer II

    2 weeks ago

    Houston, United States Amerant Bank Full time

    The Portfolio Officer is responsible for overall asset quality of an assigned Commercial loan portfolio under the direct supervision of the Portfolio Team LeadDuties and Responsibilities Responsible for coordinating and streamlining transactions through the nCino/Salesforce platform to facilitate the approval process.Responsible for administrating and...

  • Portfolio Officer II

    2 weeks ago

    Houston, United States Amerantbank Full time

    Job DescriptionJob DescriptionThe Portfolio Officer is responsible for overall asset quality of an assigned Commercial loan portfolio under the direct supervision of the Portfolio Team LeadDuties and Responsibilities Responsible for coordinating and streamlining transactions through the nCino/Salesforce platform to facilitate the approval process.Responsible...

  • Finance Manager

    6 days ago

    Houston, United States Alumanate Full time

    **About Us**: Alumanate is manufacturer of metal composite panels that are used for signage, architecture, transportation and other industrial uses. We take pride in our commitment to excellence and our dedication to providing top-notch solutions to our clients. As we continue to grow, we are looking for a motivated and results-driven Inside Sales...

  • Operational Excellence Project

    5 days ago

    Houston, United States Quantix Full time

    DescriptionThe Operational Excellence Project and Portfolio Manager will manage the construction and maintenance of the overall Operational Excellence project portfolio including intake, opportunity analysis, prioritization, goal setting, road mapping and status reporting of all backlogged, active and completed Operational Excellence projects. The Manager...

  • Operational Excellence Project

    3 weeks ago

    Houston, United States Quantix Full time

    DescriptionThe Operational Excellence Project and Portfolio Manager will manage the construction and maintenance of the overall Operational Excellence project portfolio including intake, opportunity analysis, prioritization, goal setting, road mapping and status reporting of all backlogged, active and completed Operational Excellence projects. The Manager...

  • Operational Excellence Project

    2 weeks ago

    Houston, United States Quantix Full time

    DescriptionThe Operational Excellence Project and Portfolio Manager will manage the construction and maintenance of the overall Operational Excellence project portfolio including intake, opportunity analysis, prioritization, goal setting, road mapping and status reporting of all backlogged, active and completed Operational Excellence projects. The Manager...

  • Credit Analyst, Equipment Finance

    7 days ago

    Houston, United States M&T Bank Full time

    We are M&T Equipment Finance Corporation, a subsidiary of M&T Bank in Buffalo, New York, the eleventh largest bank in the USA. We provide collateralized lending and leasing nationwide for the acquisition of construction, transportation, and waste equipment. Position: Credit Analyst Type: Full-Time - Direct Hire - In Person Role Location: 1300 Post Oak...

  • Finance Manager

    1 month ago

    Houston, United States Sterling Specialty Chemicals Full time

    Job Description: We are seeking an experienced and strategic-minded individual to join our team as a Senior Strategic Finance Manager. In this role, you will lead efforts in both strategic finance and financial reporting, playing a critical role in guiding the company's long-term financial strategies while ensuring accurate and insightful financial...