Our client is a highly regarded real estate private equity firm is looking to hire a Strategy FP&A Manager. Daily performance includes performing analytics, preparing valuations and portfolio management presentations across all portfolio companies, producing management reports, on-board strategic investments and proactively looking for opportunities to streamline processes. This hire will be responsible for:
Position Summary:
- Build and maintain the company models and update models reflect new projections from equity research reports, press releases or other filings relating to fund performance
- Perform quarterly flash and snapshot results with detailed commentary and analysis
- Prepare monthly and quarterly financial results packages, including income statement analysis (budget to actuals, KPIs)
- Analyze current and past trends in KPIs including all areas of revenue, costs, expenses and capex
- Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
- Collaborate with IR team to help prepare materials for shareholder updates or other marketing materials, including financial updates and analyses of products’ performance, product guidance, etc.
- Coordinate with bankers for any deal-specific advisory or financings, as well as quarterly communications and filings to remain in compliance with our debt covenants
- Assist in preparing quarterly internal reporting deliverables to senior management, including Management Committee, Audit Committee, and CFO Earnings Packages
- Assist in quarterly internal and external AUM reporting, earnings release, financial statements and related disclosures, as well as internal management decks and Investor Relations materials
- Assist as needed with the monthly & quarterly AUM review and reporting process for all funds in accordance with the established AUM policy
- Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purpose
Qualifications & Experience:
- Proficiency in Microsoft Excel is required
- Bachelor’s or Master’s degree in Finance, Accounting, Economics
- 5-7 years of experience – Private Financial Modeling experience within Asset Management or Advisory or combination of the two aforementioned (Experience with OneStream and/or any prior analytical experience in forecasting, modeling, or financial analysis a plus)