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.

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