Senior Corporate Financial Planning and Analysis Analyst

3 weeks ago


San Diego, California, United States Westcore Management LLC Full time

h3Job Overview/h3pWestcore Management LLC is seeking an experienced Senior Corporate Financial Planning and Analysis Analyst or Corporate Financial Planning and Analysis Associate to join our team. This role will focus on aspects related to real estate corporate finance, asset management, and investor reporting with leadership and mentorship responsibilities./ppbKey Responsibilities:/b/pulliProvide 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./liliSupport 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./liliPrepare or solely responsible for quarterly valuation models of company assets using discounted cash flow models and Argus./liliSupport the preparation of investor reports to our capital partners which include monthly and quarterly reports./li/ulpbRequirements:/b/pulliBA/BS degree in Finance, Real Estate, Economics, Math, or a related field./liliFP&A and Budgeting Experience Needed./liliYardi or Argus Experience Needed./lili4+ years of commercial real estate, investment management, or financial analysis experience./liliGraduate degree, CFA, or CPA is preferred./liliAdvanced proficiency in Excel./liliExperience in PowerBI is a plus./li/ulpbCompany Culture:/b/ppWestcore Management LLC 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./ppbCore Values:/b/pulliIntegrity: We behave ethically, honestly and respectfully./liliExcellence: We execute brilliantly. We are accountable for our performance and deliver high quality results./liliTeamwork: We are a group of people with diverse talents working to produce positive synergistic results./liliBalance: We work hard while embracing our commitment to family, friends and community./liliCommitment: We foster a culture of service, responsiveness, accountability, and professionalism./li/ul



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