• Full Time
  • Orange County
  • This position has been filled

Why is this a great company?:

  • High growth real estate investment firm (expanding coast to coast)
  • Competitive compensation structure and excellent bonus payout history
  • Expanding department (opportunity to improve procedures and create efficiencies)

DIRECTOR OF FINANCIAL PLANNING (REAL ESTATE)

Leading real estate investment firm in Orange County is looking for a motivated professional to join its expanding team

Responsibilities:

Manage the Portfolio Analytics team (responsible for training, leading team meetings, assigning tasks and ensuring deadlines are met).

• Create procedures to continue to gain efficiency for processes. Enhance efficiency of data collection and colead the utilization of technology solutions with the IT department.

• Prepare with team research functions for analysis pertinent to markets or real estate products/trends.

• Prepare analyses on property level information for the portfolio.

• Prepare deliverables related to requests of information by investors.

• Prepare other general analytical and Argus processes.

• Manage Fund/JV team recurring meetings:

− Manage the team to ensure meetings are occurring regularly, format of agenda is consistent and deliverables are produced and/or received by various departments to aide in facilitating discussion and increase the effectiveness of the decisionmaking process

• Manage the Fund/JV forecasting model process: − Manage the calendar and team to ensure the forecasting model process is completed accurately and on time each cycle. Interact with various departments to obtain information needed for the forecasting model.

− Review forecasting models prepared by the team

− Prepare forecasting models for assigned Fund/JVs

− Present results of forecasting models to Portfolio Managers (Csuite)

 

• Manage the Fund/JV property performance model:

− Manage the calendar and team to ensure the property performance model is completed accurately and on time each cycle. Review inputs entered by the team and complete analysis of the results for accuracy and reasonableness. Coordinate review by other departments and clearing any comments provided. Present results of property performance model to Portfolio Managers (Csuite).

Requirements:

1012 years of experience, minimum 5 years managerial experience

Real estate analytics experience

Finance degree preferred

Knowledge of Argus Enterprise and advanced Excel skills