The Manager for Asset Level FP&A is responsible for preparing quantitative and qualitative analysis to support the strategic objectives of CIM’s assets and funds and providing actionable recommendations to relevant stakeholders.
ESSENTIAL FUNCTIONS:Collaborate with other departments such as Real Estate Services, Property Management, Portfolio Oversight, Fund level FP&A, Investments and Executives to develop business plans for CIM assets, funds and investment vehicles, monitor progress toward internal targets and against competitors, and perform asset/fund level financial analysisBuild and maintain models that serve as the primary source of asset/fund level financial projections. Become an expert at analyzing asset-level and fund-level capitalization and incorporating the waterfalls of complex financing arrangements, co-investments, strategic partnerships and partnership allocations into modelsProvide exceptional client service to Portfolio Oversights, Real Estate Services and on-site Property Management. Clearly and pro-actively communicate the results of financial analysis to the VP, Asset-Level FP&A, VP, Fund-Level FP&A, portfolio management team, Portfolio Oversights, Executives, investors, banks, rating agencies, etc. via written deliverables and oral presentation. Begin to build an understanding of the services the Asset, Fund and Corporate FP&A teams provide to CIM Group and direct requests through the appropriate channels. Train FP&A Senior Financial Analysts to use and build asset/fund models, prepare financial analysis and present oral and written deliverables while leveraging FP&A team best practices. Review models and deliverables prepared by SFA’s and provide feedback as needed. Build models consistently across similar investment strategies and use cases. Efficiently integrate models with other data sources and reporting tools. Validate the quality and completeness of all data analyzed and reported. Continuously improve existing tools and expand modeling and analysis capabilities of the team. Review asset-level budgets and forecasts and gain an understanding of asset-level business plans in the context of fund-level strategy. Perform asset-level financial analysis in conjunction with fund-level business initiatives as needed.Assist Corporate FP&A by building corporate-level outputs into fund models (e.g. fee revenue and deployment assumptions) and running multiple fund-level projection scenarios in conjunction with the corporate budget and forecast process.
EDUCATION/EXPERIENCE REQUIREMENTS5+ years of previous financial analysis experience in one of the following fields:Corporate Strategy/Business Analysis Investment BankingManagement ConsultingPublic Accounting (Big 4 Preferred)Real Estate Analysis/InvestingHeavy financial modeling experience is required. Experience should encompass full financial statement modeling, developing financial projections and conducting business valuation. In addition, candidates should understand leveraged finance concepts and be familiar with a variety of corporate capital structuresCPA/CFA designations are a plus Bachelor’s degree