Manager, Portfolio Financial Planning and Analysis

2 days ago

North Vancouver, Canada Western Wealth Capital Management Full time

Position: Portfolio Financial Planning and Analysis (FP&A) Manager

Team: Finance

Reports to: Senior Manager, FP&A

Based at: Hybrid role; North Vancouver, BC or Arizona, Phoenix

**About Us**:
Western Wealth Capital has developed a proven, reliable system for investing in multifamily properties in key real estate markets across the U.S. We offer Investment Partners the opportunity to invest in cash-flowing properties with substantial value-add opportunities. Since inception, we have successfully completed over $5 billion in real estate transactions.

**Job Purpose**:
We are seeking a Portfolio Financial Planning and Analysis (FP&A) Manager for our Vancouver, BC office or Phoenix, Arizona office. Key responsibilities include compiling and performing financial analysis, developing, forecasting and financial planning process for a portfolio of properties.

**Key Responsibilities and Accountabilities**:

- 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.

**Key Qualifications, Skills, & 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.

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