Financial Planning & Analysis Manager

Job Description

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).

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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:

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Financial Planning & Analysis / FP&A responsibilities:

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• Responsible for the FP&A function encompassing planning, reporting and analysing the performance of the portfolio.

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• Preparation of presentations, budgets and forecasts for the group, key reports for senior management and ad-hoc financial and market analysis.

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• Lead financial planning and reporting for the portfolio including refurbishment and capital projects

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• Production of KPI analysis including occupancy, income, capex and other ad-hoc property asset reports for senior management

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• Quarterly asset and market performance reports for assets under management for stakeholders

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• Prepare bank reports, project development plans and covenant testing

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• Work with tax, legal and other professional advisers and manage the information flow

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Investment / Deal responsibilities:

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• 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

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• Deliver funding/structuring strategies, providing detailed strategic planning support involving discussions with lenders, partners, advisers and potential buyers/sellers of properties.

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• Providing robust, accurate and timely financial modelling and analysis of potential investments and disposals

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• Preparing reports and ad-hoc analysis/topics for presentation to the Board, internal and external stakeholders to support the funding process

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You will work closely with the CEO and all departments in the business including Operations, Surveying, Lettings, Marketing and Property Managers

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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.