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Carmel Partners

Manager, Financial Planning & Analysis

Full Time
Real Estate Field
  • Corporate Real Estate
San Francisco
Postal Code
United States

This job is no longer active.


The Manager/Director, Financial Planning and Analysis is responsible for supporting the Financial Planning and Analysis department by preparing accurate reports and analysis for Senior Management and Investors. The Manager/Director of Financial Planning and Analysis is responsible for understanding and monitoring all aspects of Fund performance and cash flow including fund returns (actual and forecast), capital calls, distributions, financing, capital availability, and financial covenants.
This high-profile role has extensive interaction with Senior Management and most other departments within the organization. 

Who you are

You have a proven track record of effective leadership. You communicate effectively across all levels of the organization, including being able to make insightful recommendations to your manager. You’re self-motivated, and thanks to your ability to prioritize and maintain excellent time management, you keep a cool head working under time and pressure constraints and leading your team to do the same. You consider your analytical skills and keen attention to detail a key part of your success. You are a pro at communicating on and off the page. And you have proven your strategic agility and stretch in the way you easily assume wider and more complex tasks and initiatives.

What you’ll do

  • Prepare and maintain the following external fund reports/information for investors:
    • Quarterly investment and fund valuations, and return calculations
    • Quarterly reports to Limited Partners
    • Quarterly capital account statements to Limited Partners
    • Annual investor conference
    • Annual investor call
  • Prepare and maintain the following forecasting, cash management, and analysis for Senior Management and Limited Partners:
    • Fund cash flow and return forecasting (disposition plan)
    • Capital calls
    • Distributions
    • Subscription line analysis and forecasting
    • Short- and long-term fund cash analysis
    • Commitment Analysis (by property and fund)
  • Prepare reports and analysis for ongoing fundraising and marketing efforts
  • Update and maintain the Investor Management System
  • Monitor fund covenants and financial commitments
  • Other duties, responsibilities, and special projects as assigned

What you’ll bring

  • 7+ years’ progressive experience in accounting, finance or a related field
  • CPA or MBA preferred
  • Real Estate industry experience required, preferably multifamily with experience in various fund structures
  • Extensive experience with modeling and forecasting for cash planning purposes
  • Knowledge of GAAP
  • Experience with investor reporting and communicating with investors on a frequent basis
  • Experience in preparation and review of quarterly financial statements
  • Experience leading and participating in a team
  • Expert in Excel
  • Familiarity with Backstop Solutions Systems, or a similar investor management system is a plus
  • Keen intellect and passion for learning
  • Commitment to continuous improvement

Job Functions

  • Finance
  • Financial Analysis

Job Sector

  • Residential


7+ to 10 years

This job is no longer active.

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