Financial Planning
3 days ago
One of London's most successful privately-owned £bn Real Estate / Property Investment companies with an international Joint Venture, has an excellent opportunity as Financial Planning and Analysis Manager / Investments and Corporate Finance Manager (FP&A / Investments Manager).
Strong Financial Modelling skills and FP&A experience are essential, together with at least 4 years PQE (ACA, ACMA, CIMA, ACCA). Corporate finance experience would be useful but is not essential.
Reporting directly to the CFO and acting as right-hand-person to the CFO for the portfolio and deal flow, the role will include:
Financial Planning & Analysis / FP&A responsibilities:
- Responsible for the FP&A function encompassing planning, reporting and analysing the performance of the portfolio.
- Preparation of presentations, budgets and forecasts for the group, key reports for senior management and ad-hoc financial and market analysis.
- Lead financial planning and reporting for the portfolio including refurbishment and capital projects
- Production of KPI analysis including occupancy, income, capex and other ad-hoc property asset reports for senior management
- Quarterly asset and market performance reports for assets under management for stakeholders
- Prepare bank reports, project development plans and covenant testing
- Work with tax, legal and other professional advisers and manage the information flow
Investment / Deal responsibilities:
- Lead in all aspects of the investment underwriting and disposition process from initial analysis through to completion, managing the information flow and financial and tax due diligence
- Deliver funding/structuring strategies, providing detailed strategic planning support involving discussions with lenders, partners, advisers and potential buyers/sellers of properties.
- Providing robust, accurate and timely financial modelling and analysis of potential investments and disposals
- Preparing reports and ad-hoc analysis/topics for presentation to the Board, internal and external stakeholders to support the funding process
You will work closely with the CEO and all departments in the business including Operations, Surveying, Lettings, Marketing and Property Managers
This is an exciting Financial Planning and Analysis / Investments and Corporate Finance role with involvement in many aspects of the business as part of a small team in a busy can-do environment. You will develop a deep understanding of the business and provide support to enable optimal portfolio decision-making by senior management.
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