Remote

Director of FP&A

San Diego or Los Angeles – Remote, CA

An entrepreneurial investor focused on west coast assets is looking for a Director of Financial Planning & Analysis. This professional will lead the financial planning, budgeting, analysis, and forecasting functions for the company’s investment vehicles, various ownership structures. This role will play a key role in driving strategic decision-making and optimizing financial performance. This professional will collaborate closely with cross-functional teams, executive team members, and external stakeholders to ensure robust financial insights and accurate projections.

Responsibilities

  • Provide leadership for all aspects of the company’s operations.
  • In collaboration with co-founder and other executives, develop short-term and long-range goals and objectives along with related plans and policies, providing financial analysis to evaluate potential investments, growth opportunities, and risk mitigation strategies.
  • Oversees the organization’s financial structure, ensuring adequate and sound funding for the mission and goals of the company.
  • Reviews the financial results of all operations, comparing them with the company’s objectives and taking appropriate measures to correct unsatisfactory performance and results.
  • Define and track key performance metrics to assess business performance, identify trends, and measure progress toward strategic objectives.
  • Provide direction and oversight of the financial activities of the company.
  • Create and manage financial forecasting models to project performance, cash flows, and capital expenditures, incorporating market trends, economic indicators, and business drivers for both the assets and the fund.
  • Oversee the valuation process.
  • Provide comprehensive financial analysis, highlighting key performance indicators (KPIs), risks, and opportunities to guide decision-making and optimize resource allocation.
  • Lead the development and implementation of annual operating budgets, incorporating input from various departments and aligning financial plans with strategic goals.
  • Coordinate budget review processes, analyzing variances and trends to provide actionable insights to executive management.
  • Ensures effective work collaboration between finance and accounting departments.
  • Study long-range economic trends and projects their impact on future growth for the company.
  • Identify opportunities for expansion into new product areas.
  • Support capital markets activity with financial analysis.
  • Evaluate current portfolio and emerging opportunities to direct actions (i.e., new lines to engage, exit from existing lines, geographic location, product type, etc.).
  • Define procurement strategy

Requirements

  • 8+ years of experience in financial management, and 5+ years of experience in real estate finance.
  • Bachelor’s degree and advanced degree in business administration, finance, accounting, or law is desirable.
  • Advanced computer skills, including proficiency with MS Office Suite, Teams, and video conferencing tools (e.g. Zoom).
  • Advanced Excel skills: data manipulation, presentation, financial functions, pivot tables, etc.
  • MRI or similar accounting system and Argus are required.
  • Possess a self-motivated, analytical, inquisitive, passionate, and humble mindset.
  • Solid emotional intelligence which includes effective interpersonal skills, self-awareness, self-control, social perception, and social management.
  • Excellent managerial and financial skills.
  • Excellent communication skills, both verbal and written, with the ability to communicate complex financial information in a clear and concise manner.
  • Solid understanding of real estate financial metrics, valuation methods, and capital markets.
  • Efficiency in financial modeling, forecasting techniques, and data analysis tools.
  • Detail-oriented with a strategic mindset and the ability to think critically and analytically.

Submit Your Application

  • Max. file size: 256 MB.
  • Max. file size: 256 MB.

Director of FP&A Read More »

Associate, Asset Manager

Remote

A rapidly growing, vertically integrated real estate private equity firm backed by an impressive and diverse network of advisors with expertise and leadership in real estate, retail, technology, and finance is looking for an Associate Asset Manager. This Associate is responsible for helping the Asset Manager develop and implement a strategy for an assigned portfolio of properties and help contribute to building the asset management platform. 

Responsibilities

  • Responsible for assisting the Asset Manager drive the asset’s full lifecycle returns through intensive asset management and relentless pursuit of value-add.
  • Daily responsibilities include supporting the Asset Management team efforts to onboard new assets, develop the business plan, efficiently use capital, work with internal Leasing team to sign new tenants, oversee significant tenant improvement projects and/or construction projects, prepare quarterly reporting to senior management, and work with internal Investments team to dispose of the asset.
  • Responsible for assisting the Asset Manager in formulating and executing short-and long-term asset strategies while deploying the broader strategic objectives of the company.  Professionally and effectively present recommendations and performance information to senior management and related partners.
  • Develop and maintain a strong understanding of retail properties, the time value of money, complex deal structures, real estate finance, leasing, property management, and construction.
  • Support the Asset Manager to develop, manage, and complete project budgets and schedules in accordance with Company approved budgets, schedules, and underwriting/yield requirements.
  • Help manage the coordination of design and construction activities such as architect, contractor, surveyor, and consultant selection. Work with the Asset Manager and Tenant Coordination/Construction Management to bring capital projects to successful completion. This may also include managing the permitting and entitlement process for active projects in development.
  • Provide support to the Asset Manager in preparing status updates on portfolio assets via relevant reports and supporting documentation on a regular basis to senior management and real estate committees.
  • Support the Asset Management team to identify at-risk projects and propose corrective solutions to senior management.

Requirements

  • Between 2-4 years’ experience in commercial real estate asset management or equivalent experience in the retail asset class, including the ability to assess the physical condition of a property, its marketability, and its management. Some experience with retail assets is strongly preferred.
  • A basic understanding of balancing equity and debt, the time value of money, real estate finance, and complex deal structures.
  • Exposure to managing third-party relationships such as attorneys, brokers, tenants, vendors, contractors, consultants, appraisers, etc.
  • Demonstrated ability to work independently, take initiative, set priorities, follow through on assignments, assess changing conditions, and make recommendations with supporting analysis.
  • Strong problem-solving skills, particularly in the face of ambiguity.
  • Self-motivated with an effective interpersonal and collaborative working style, along with a strong work ethic and a “roll up your sleeves” attitude.
  • Proficient Excel skills and familiarity with Google productivity tools.
  • Excellent analytical skills and a strong sense of urgency.

Submit Your Application

  • Max. file size: 256 MB.
  • Max. file size: 256 MB.

Associate, Asset Manager Read More »