Sr. Analyst, Financial Reporting

2 months ago


Phoenix, United States The Ladders Full time
ABOUT CIM GROUP:

CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 1,000+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today

POSITION PURPOSE:

This key financial reporting team member will be responsible for the preparation of financial and investor reports and analysis of CIM's public funds, under the direction of the Manager or Director of Financial Reporting.

RESPONSIBILITIES:
    • Timely and accurately prepare, analyze the financial reports, including monthly, quarterly, semi-annual and annual audit statements for investors ensuring compliance with GAAP.
    • Prepare bi-weekly valuation decks using the Workiva platform.
    • Identify opportunities to streamline financial reporting processes through automation and system enhancements, driving continuous improvement initiatives to optimize financial processes, controls, and workflows.
    • Work closely with external auditors during the annual audit process, coordinating responses to audit inquiries to ensure a smooth and efficient audit process, while also providing necessary documentation to explain and address any findings or recommendations.
    • Foster strong relationships with stakeholders across departments, acting as a liaison between reporting and other business segments, including third-party fund administrators.
    • Coordinate with asset financial services and portfolio oversight to prepare and analyze monthly portfolio metrics (real estate) and the loan abstraction process (credit investments)
    • Actively participate in training programs and professional development opportunities to enhance skills and knowledge.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
    • Bachelor's degree in finance, Accounting, or related field; MBA or advanced degree a plus.
    • Professional certification such as CPA, CMA, Chartered Accountant or similar is a plus.
ABOUT YOU:
    • 2+ years of progressive experience in financial reporting or accounting or audit, or related roles. Ideally two years' public accounting experience or three years' combined experience in public accounting and financial reporting.
    • Ability to organize and manage multiple tasks in a detailed and deadline-oriented environment.
    • Proficiency in MS Excel, knowledge of relational database including tables and queries.
    • Strong understanding of accounting principles, financial statements, and regulatory requirements. Experience with SEC filings under the Investment Company Act of 1940 is a plus.
    • Strong written and verbal skills.
    • Proven ability to drive process improvements and automation initiatives to enhance efficiency and effectiveness.


How We Feel About Diversity and Inclusion

CIM Group is committed to bringing together humans from different backgrounds and perspectives, providing employees with a safe and welcoming work environment free of discrimination and harassment. We strive to create a diverse & inclusive environment where everyone can thrive, feel a sense of belonging, and do impactful work together. As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability*, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace.

*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.

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