Manages and leads the overall financial modeling of multi-million dollar real estate outsourcing pursuits, including org modeling, labor estimates, overhead, operating expense budgeting, fee analysis, benchmarking, and other financial analytics. Interacts with client through participation in introductory meetings pitches and contract negotiations. Drives the client relationship and business development activities of the company across the region.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Responsible for and has full ownership and leadership of price modeling, operating budgets, staffing models, and labor costs for mid to large scale real estate outsourcing pursuits.
Oversees the creation of a wide variety of customized, professional-quality marketing materials for new pursuits and renewal contracts (most commonly written proposals, RFP responses, and graphical presentations)
Participates in client-facing meetings for cultivation and business development efforts.
Develops and manages intranet site(s) with internal colleagues to maintain continued evolvement.
Contributes to agendas for the regional key client workshops, attending and circulating high level minutes, and managing follow-up.
Manages collation of financial or billing information from business lines and reporting in relation to the same.
Develops strong working relationships with subject matter experts throughout the organization at the functional and account management levels.
Participates in project management of client plans for key clients and manage updates.
Coordinates and assigns tasks to co-workers and other subject matter experts involved in a business pursuit project.
Supports in implementing the client relationships internal communications plan to promote the regional initiatives, working with the Graphic Design team as required.
Performs other duties as assigned.
Provides formal supervision to individual employees within single functional or operational area.
Recommends staff recruitment, selection, promotion, advancement, corrective action and termination.
Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from 4-year college or university required. MBA preferred. Minimum of 5 years of related experience and/or training with a background in finance, consulting, or analytics preferred. Experience must include a minimum of 2 years commercial real estate developing outsourcing solutions, pricing and org development models.
CERTIFICATES and/or LICENSES
Real Estate license preferred.
CoreNet membership and participation in local events.
Excellent written and verbal communication skills. Strong organizational and analytical skills.
Ability to prepare analytics and reports in a pre-designed style and format. Ability to effectively
and efficiently respond to inquiries from clients, co-workers, supervisor, and/or management.
Ability to effectively present information.
Requires in-depth knowledge of financial terms and principles. Reviews complex
financial/business analysis and reports prepared by subordinates. Ability to analyze the most
complex business/financial data and develop innovative solutions. Develops and implements
financial policies and procedures. Approves and oversees departmental budget.
Ability to solve advanced problems and deal with a variety of options in complex situations.
Requires expert level analytical and quantitative skills.
OTHER SKILLS and/or ABILITIES
Technically savvy with solid experience in Microsoft Office (PowerPoint, Excel, Word) and
Advanced Excel skills preferred. Experience working with large data sets and decipher multiple
types of RFP models preferred.