Senior Analyst, Corporate Financial Planning

1 month ago

Newport Beach, United States bkm Capital Partners Full time
Job DescriptionJob Description

BKM Capital Partners is a growing firm looking for driven entrepreneurial professionals who are passionate about their work and excited for a new challenge. Located in our Newport Beach, California office, the Senior Analyst, Corporate FP&A, will play an integral role in the company. Reporting directly to the Senior Director, Finance & Accounting, this position will assist with financial analysis and modeling to help make strategic decisions by leveraging data analytics.

This role is 100% in-office due to the collaborative nature of the position.  

Essential Functions:

Financial Planning &Analysis

  • Prepare, maintain, and forecast corporate cash flows
  • Assist with departmental budget projections, including budget-to-actual analysis
  • Lead corporate profitability analysis, including scenario modeling to aid in strategic decision making
  • Calculate returns, performance metrics and revenue yields
  • Leverage data analytics software (Alteryx) to streamline financial analysis
  • Collaborate with various departments, including Fund Finance, Treasury and Accounting to produce detailed financial planning packages
  • Prepare cash forecasting, including liquidity analysis
  • Complete ad hoc analysis for our Executive team relating to acquisitions, dispositions, and new ventures

Reporting:

  • Create and present performance reporting, including bottom-line analysis
  • Prepare various financial reports incorporating capital activity (capital calls and distributions)
  • Produce joint venture financial reports based on new and existing term sheets
  • Construct detailed corporate fair valuation reports
  • Prepare and present corporate performance dashboards

The Qualifiers:

  • Bachelor’s degree in finance, accounting, business administration, or related degree is required. Master’s degree is a plus.
  • Advanced financial planning and analysis, including financial modeling required.
  • Advanced Excel capabilities are required. Data analytics software or excel macro experience is a plus.
  • Strong organizational skills with a keen attention to detail.
  • Self-motivated independent thinker with a results-driven work ethic, entrepreneurial spirit, and a strong team player.
  • Ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast-paced environment.
  • Strong analytical and problem-solving skills.
  • Excellent written, verbal, and nonverbal communication skills.
  • Demonstrates the highest ethical standards

The Perks:

  • Competitive Pay
  • Medical, Dental, Vision and Life Insurance
  • Paid Time Off
  • 401k Plan
  • Professional Development Resources Fun Work Culture (e.g., Indoor basketball, pickleball, ping pong, creative office environment, and fun company social events)
Company DescriptionHeadquartered in Newport Beach, California, BKM Capital Partners is a fund manager specializing in the acquisition and improvement of value-add multi-tenant industrial properties in metro areas across the Western U.S. Combining a deep knowledge of this niche industrial product type with in-house capabilities including on-site property management, asset management, and structured financing, the firm continues to build on its proven track record, generating strong results with high levels of transparency and engagement for investors. We are an Equal Opportunity Employer.Company DescriptionHeadquartered in Newport Beach, California, BKM Capital Partners is a fund manager specializing in the acquisition and improvement of value-add multi-tenant industrial properties in metro areas across the Western U.S. Combining a deep knowledge of this niche industrial product type with in-house capabilities including on-site property management, asset management, and structured financing, the firm continues to build on its proven track record, generating strong results with high levels of transparency and engagement for investors. We are an Equal Opportunity Employer.

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