Job Description
The Vice President Corporate Financial Planning and Analysis is a hands-on role responsible for building, maintaining, and analyzing the corporate budget, forecast, and profitability models supporting the company’s investment advisor business and related entities. This position is primarily responsible for: (i) the consolidated corporate budget, forecast cycles, and scenario analysis, (ii) the firm’s profitability model and the analysis supporting capital and resource allocation decisions, and (iii) liquidity, covenant, and leverage visibility through the corporate cash forecast and compliance projections. Working alongside and within the corporate accounting and reporting team, this role turns financial information into forward-looking insight, giving leadership a trusted view of profitability, liquidity, leverage, and capital deployment.
Essential Duties and Responsibilities
Planning, Forecasting and Scenario Modeling
- Own theconsolidatedthree-year corporate budget rollup and the quarterly and periodic forecast cycles, including tracking forecast accuracy and explaining material variances to improve reliability over time.
- Explain and summarize changes between forecast versions,identifyingthe assumptions and drivers behind each revision and the implications for the forward outlook.
- Coordinate with the Portfolio Management Analytics team to ingest and review corporate fee and investment forecast outputs. Develop and review holistically those areas not covered by their models.
- Maintain and update the corporate cash forecast on a weekly basis.
- Prepare covenant and leverage projections, ensuring real-time information isincorporatedand risks are surfaced ona timelybasis.
Profitability, Performance and Decision Support
- Own and enhance the firms profitability model, including allocation methodologies and contribution margin reporting by operating segment, business unit, and leader.
- Develop scenario and sensitivity capabilities supporting multi-year views and long-range planning.
- Develop the analysis needed to evaluate capital spend and expected returns in support of resource allocation decisions and theiroperating-modelimplications.
- Analyze actual results in parallel with the monthly and quarterly close, partnering with the accounting and reporting team on variance explanations and ensuring management reporting reconciles to GAAP results.
- Analyze investment performance and coordinate with the investment accounting function on related reporting and analytics.
Data, Systems and FP&A Operations
- Leverage and refine the shared data foundationmaintainedwithin the team, including account mapping, fund tagging, business unit mapping, andadditionaldimensionsrequiredfor modeling.
- Participate in enterprise performance management (EPM) and other financial system implementations and enhancements, including requirements definition, model and report design, data mapping, testing, and adoption, to improve planning, forecasting, and reporting capabilities.
- Identifyareas where models, data sourcing, and reporting may be automated and/or streamlined and recommend/implementsolutions.
- Document andmaintainmodels and supporting procedures to ensure continuity, version control,assumptiongovernance, and to enable review by others.
Stakeholder Engagement and Execution
- Interact with internal and external customers, other team members, and all necessary departments to ensure prompt resolution of issues and maximum efficiency of operations.This includes review and oversight of data from other departments or external parties.
- Plan, prioritize, and coordinate tasks, ensuring deadlines are met while having a continuous improvement and team-oriented mindset.
Additional duties and ad-hoc deliverables, as assigned.
Requirements
- Bachelors degree in finance, accounting, or related field
- CFA preferred
- 7+ years of progressive financial planning and analysis, corporate finance, transaction advisory, investment banking, or public accounting experience
- Demonstrated experience personally building, maintaining, and reviewing complex multi-year financial models, budgets, and forecasts
- Expert Microsoft Excel skills, including work with large data sets, complex formulas, and model design and documentation
- Strong understanding of financial statements and the ability to translate GAAP results into management reporting, forecasts, and analytics
- Ability to synthesize complex analyses into clear, executive-level presentations and recommendations
- Self-starter with a positive attitude, strong attention to detail, and deadline oriented
- Strong financial, analytical, and problem-solving skills
- Ability to handle multiple tasks in a fast-paced collaborative work environment, while being flexible, adaptable, and having fun
- Ability to communicate effectively, professionally, and positively with all levels of employees, executives, and third-party personnel
- Demonstrated commitment to continuous learning and improvement
- Willing to work longer hours during peak reporting times
- Must be willing to work on-site
- Experience and qualifications may warrant placement in a different job title
Preferred Attributes:
- Real estate investment management, private equity, or asset management experience
- Experience with management fee, promote, incentive fee, and carried interest structures
- Expense allocation, profitability, or contribution margin modeling experience
- Power BI, Power Query, or comparable data transformation and visualization tools
- Real estate accounting software or Yardi experience
- Experience with enterprise performance management (EPM) or financial planning system implementations
At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
