Financial Planning and Analysis Director
4 weeks ago
Premiere real estate investment firm, Impactful Resources, is seeking a skilled FP&A Manager to contribute to the organization's success by providing timely, insightful, and relevant analysis. This role will report to the CFO and be based in Irvine.
Key Responsibilities:
- Perform fund or investment level performance calculations for third-party or internal reporting, adhering to GIPS and/or NACREIF standards.
- Maintain ongoing REIT capital forecasts.
- Develop fund performance models and forecasts for both evergreen and closed-end strategies.
- Prepare internal investment waterfall calculations for both individual joint venture investments and overall fund performance.
- Assist with quarterly investor report preparation, coordinating with Asset Management and Accounting Departments.
- Compile quarterly investor account statement data and prepare quarterly and annual fair value support in conjunction with Investment Analysts.
- Support investment and asset management activities.
- Compile real estate and private equity industry/competitor benchmarking analysis.
- Coordinate with Investor Relations to maintain proper quality controls on data among ERP and investor portals.
- Compile supporting data for third-party appraisals for various assets and coordinate with third-party valuation experts.
Requirements:
Data/Analytical driven candidate.
- Prefer at least five (5) years experience with investment advisory entities (Real Estate or Private Equity), REITs, or joint venture structures.
- Ability to read and understand entity formation documents or investment offering documents a big plus.
- Bachelor's degree required, preferably in finance, accounting, or economics.
- CPA, CFA, or advanced degree a plus.
- Solid understanding of GAAP, financial / investor reporting and financial analysis.
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Financial Planning and Analysis Director
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Financial Planning and Analysis Director
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