Financial Planning & Analysis Director

Vaco; New York (NY); On-site; USD 185,000 - 200,000; Full time

Job summary

An established industry player is seeking a Financial Planning & Analysis Director to lead strategic initiatives across multiple business units. This role involves collaborating with portfolio management teams to manage private fund investment valuations and conducting in-depth analyses to support senior management and investors. The ideal candidate will have a strong background in real estate finance, exceptional analytical skills, and the ability to communicate complex information effectively. Join a diverse and inclusive workplace that values collaboration and innovation.

Qualifications

• 5-10 years of experience in real estate financial planning and analysis.
• Strong analytical skills and attention to detail required.

Responsibilities

• Collaborate with Portfolio Management Teams to manage fund investment valuations.
• Analyze performance metrics from underwriting through investment exit.

Skills

Analytical Skills

Communication Skills

Leadership

Attention to Detail

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Job description

Client:

Alternative Global Asset Management Firm

Role:

Financial Planning & Analysis Director

Salary:

$185,000 - $200,000/Annually

Location:

New York, New York

About the Role:

A leading global asset management firm is seeking an FP&A Director to collaborate across various business units including internal Asset Management, Investor Relations, Finance, and Operations teams, as well as portfolio companies.

Responsibilities:

• Collaborate with Portfolio Management Teams to manage private fund investment valuations and ensure appropriate fair value methodologies are used, assisting with their implementation.
• Review quarterly changes in current and projected investment valuations and returns to ensure alignment with business plans, asset performance, market trends, and other relevant factors.
• Partner with Investments and Portfolio Management teams on scenario analyses and special projects for Senior Management and investors.
• Evaluate annual business plans for investments, understanding key strategies and risks, consolidating these plans at the fund level, and preparing analyses for Senior Management and investors to demonstrate value through executing various business plans.
• Analyze performance (investment and property level) and operating metrics from underwriting through investment exit, and communicate analysis conclusions to Senior Management and investors.
• Support Investor Relations and Fundraising teams with complex investor requests.
• Conduct quarterly benchmarking of fund performance against peer groups, and present Private Fund quarterly performance and valuations to Investor Relations and other internal groups.
• Maintain the private fund valuation policy and monitor the development and application of sector-specific valuation policies.

Candidate Profile:

• Bachelor's degree in Accounting, Finance, or a related field.
• 5-10 years of relevant experience in real estate financial planning and analysis, portfolio management, or valuation.
• Real estate experience is required.
• Strong analytical skills with high attention to detail.
• Ability to effectively lead work products and collaborate with stakeholders.
• Excellent organizational skills and the ability to prioritize complex assignments.
• Excellent interpersonal, written, and verbal communication skills.

Vaco by Highspring values a diverse workplace and encourages women, people of color, LGBTQ+ individuals, people with disabilities, ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice:

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate based on race, color, sex, religion, national origin, age, disability, veteran status, or other protected characteristics. We are committed to inclusion and providing reasonable accommodations for persons with disabilities. For accommodations, contact [e-mail].

All applicants must agree to the terms regarding candidate representation and confidentiality as outlined in the full notice.

Privacy Notice:

We respect your privacy. Residents of California, Virginia, other states, Canada, and GDPR countries can access our privacy policies here.

Pay Transparency Notice:

The salary range for this role is estimated based on various factors including experience, location, and organizational needs. Discretionary bonuses may also be offered.