Portfolio Financial Planning and Analysis (FP&A) Manager

SUMMARY

Key responsibilities for this position include compiling and performing financial analysis, developing, forecasting and financial planning process for a portfolio of properties.

CLASSIFICATION
The position is a full time, regular, exempt position.

REPORTING RELATIONSHIP
The position reports directly to the Senior Manager, FP&A.

ESSENTIAL FUNCTIONS

• Leads the property budgeting, forecasting, and financial planning process for the portfolio of properties
• Leads and guides the financial analysis, modeling, reforecasting, and reporting for the portfolio of properties
• Engage in and manage components of the portfolio’s debt and lender reporting
• Lead and perform property cash flow forecasting by aggregating information and presenting notable findings to internal stakeholders
• Collaborate with internal stakeholders to inform cash planning for property capital projects
• Work closely with Asset Managers to compile ad-hoc analysis and reporting requests from various investment partners
• Integrate with all stakeholders of the business to achieve a streamlined and effective process for budgeting and forecasting.
• Work closely with Asset Management, Construction Management, Property Accounting to corroborate monthly property financial results and reforecasts
• Review property's financial and operational performance to identify and communicate insights, findings, issues etc.
• Identify and address process improvement opportunities
• Document and communicate key deliverables for the purposes of lender reporting
• Support team with ad-hoc special projects, business analyses, etc.
• Support preparation of presentations and reporting to the Company’s Executives and other stakeholders.
• Collaborate with departments to support cross-functional tasks and enhance processes.

QUALIFICATIONS

To perform the role successfully, an individual must be able to perform all essential functions satisfactorily. The requirements define the knowledge, skill, and/or ability necessary to perform the essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Business, Finance, and/or Real Estate.
• CFA and/or CPA designations are preferred
• 3+ years of experience in a real estate, finance and/or FP&A manager role.
• Experience in the commercial real estate, residential real estate, or property management sectors is required.
• Advanced proficiency in Excel, including building models, data analysis, dashboards etc.
• A strong analytical thought process with sound judgement and a keen attention to detail.
• Ability to be a self-starter and work effectively in a small team and contribute to areas beyond the direct scope of responsibility.
• Experience with Yardi Voyager and other Business Intelligence (BI) tools is an asset.
• Excellent written and verbal communication skills.
• Must have strong project management skills, including the ability to multitask and prioritize.
• Strong time management and organizational skills. Ability to allocate one's time effectively, work under pressure, and manage tight deadlines.

COMPETENCIES

• Use of Technology - Demonstrates required skills; adapts to new technologies; troubleshoots technological problems; uses technology to increase productivity; keeps technical skills up to date.
• Communications - Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods.
• Managing Customer Focus - Promotes customer focus; establishes customer service standards; provides training in customer service delivery; monitors customer satisfaction; develops new approaches to meeting customer needs.
• Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
• Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.
• Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures.
• Cooperation - Establishes and maintains effective relations; exhibits tact and consideration; offers assistance and support to co-workers; works cooperatively in group situations; works actively to resolve conflicts.

• Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals.; completes tasks on time or notifies appropriate person with an alternate plan.
• Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.
• Quantity - Meets productivity standards; completes work in timely manner; strives to increase productivity; works quickly.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk and sit. The employee is frequently required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include the ability to see.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is rarely exposed to wet and/or humid conditions; moving mechanical parts; high, precarious places; fumes or airborne particles; toxic or caustic chemicals; outside weather conditions; risk of electrical shock and vibration. The noise level in the work environment is usually moderate.