AVP or VP – Business Planning & Analysis

Location: Boston, MA
Job Type: Direct Hire
Salary: $100,000.00 - $125,000.00
Date: 5/23/2018
Job ID: 02597687
Job Description
Investment Management Firm—Boston—Salary Commensurate with Experience
The Sizzle
  • Role has direct access to CFO/CEO.
  • This position will be groomed for potential future CFO role.
  • Establish your career with an industry leader!
Note from the Hiring Manager
  • BIG 4/Top 10 CPA experience or combination of CPA and corporate experience.
  • Must have some real estate, affordable housing, or multi-family experience.
  • 5+ years’ experience for AVP, 7+ years’ experience for VP
Minimum Education & Experience
  • Bachelor’s Degree in Accounting or Finance and CPA and/or MBA required.
  • Strong financial statement expertise, including balance sheet and cash flow analysis and interpretation.
  • Advanced financial and analytical skills with the ability to understand complex real estate/financial transactions and investment partnership structures.
  • Strong presentation skills, including advanced modeling and proficiency in Excel and PowerPoint.
  • Ability to balance multiple projects and communicate effectively with senior management.
  • Highest standards of accuracy, precision, and detail.
  • Excellent verbal, written, presentation, and organizational skills.
  • Strong negotiation and problem-solving skills.
  • Ability to think creatively, highly-driven, and self-motivated.
  • Ability to work independently and as part of a high-performance team with flexibility and ability to work under pressure.
Duties & Responsibilities
  • Analyze P&L, balance sheet, and cash flow budgets, forecasts, and actual analysis.
  • Consolidation/analysis of company-wide financial/operating metrics at the business/fund/portfolio level.
  • Business planning/analysis support for new product offering assessment, new business development, etc.
  • Develop and maintain financial models and analyses to support strategic initiatives.
  • Research/recommend GAAP financial reporting requirements on new investment/business opportunities.
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
  • Analyze and monitor current and past trends in key performance indicators, including all areas of revenue, expense, and investment returns, highlighting trends and analyzing causes of +/-variance.
  • Prepare/respond to parent company requests for analysis and/or business or portfolio-level information.
  • Prepare presentation materials for investment committee, senior management, and board of directors.
  • Support senior management team and department leads with in-depth analysis.