Philadelphia, PA

• Business plan process (annually (Fall/Winter))
  
  
• Review 5-year business plan submissions from subsidiaries



• Attend subsidiary business plan presentation meetings



• Work with contacts at the relevant subsidiaries to understand the key strategies within the business plans as well as changes to the plans from the prior year, key priorities for the underlying businesses and the largest risks to successful execution of the plans



• Ensure submissions reflect results and transactions in accordance with accounting policies



• Utilize the consolidation system to aggregate data and create summarized financial statements for the 5-year plan period



• Layer corporate assumptions onto the plan consistent with overarching Company Real Estate Group objectives



• Distill the detailed business plan into presentations for senior management and board of directors review, clearly and concisely explaining the key drivers of the plan



• Assist with the extrapolation of the 5-year business plan into a 10-year plan that is incorporated into Company investor day presentations
• Forecast process (quarterly)
  
  
• Coordinate the review of quarterly forecast submissions from subsidiaries, including overseeing the final high-level output provided to senior management and other users



• Identify unusual or unexpected variances for follow-up



• Leverage knowledge of each subsidiary’s business plan to identify inconsistencies or changes between the business plan and updated forecasts



• Utilize an understanding of the underlying business and macroeconomic factors to assess any related impact on forecasted results



• Clearly summarize variance explanations in writing and verbally to the team, including assisting more junior team members with explanations for their assigned subsidiaries



• Prepare responses to review questions from senior management and other reviewers, taking into account their perspective and the items most relevant to them



• When actual results are submitted, compare to forecasts, identify variances and follow-up with appropriate contacts to understand and/or assess the need for updates to be made
• Capital planning and liquidity management (ongoing)
  
  
• Review weekly capital plan files for senior management, highlighting changes in capital needs or distributions from the prior week



• Understand changes to the capital needs/distributions and assess their impact on the overall liquidity position of Real Estate



• On a quarterly basis, own the preparation of a 24-month capital plan:



• Leverage the business plan and apply subsequent updates and changes



• Succinctly bridge the change in liquidity from the prior quarter



• Identify the most important components of the capital plan, including the biggest risks, and clearly point these out in Powerpoint format for senior management
• Prepare files and tables for ad-hoc analyses that are clear and easy to understand, leveraging reports and information from various systems
• Build relationships with frequent contacts across the organization and within our investments to assist the team with obtaining accurate, timely and useful information
• Oversee the work of more junior team members, ensuring we maintain the high quality and timeliness of our deliverables

Candidate Profile:

• Investigative mindset with excellent analytical, quantitative and problem-solving skills
• High attention to detail
• Strong interpersonal, written and verbal communication skills
• Project management capabilities, including applying a pragmatic and efficient approach to handling complex assignments
• Interest in continuous improvement of our processes and outputs
• Ability to adapt to new challenges in a dynamic and fast-paced environment
• Demonstrate curiosity and desire to be a “student of business” (self-learning and asking the right questions)
• Strong Excel and PowerPoint skills
• Experience with OneStream and/or Anaplan is a plus
• CPA preferred

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education, and designations.

Company is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit

https://www.yoh.com/applicants-with-disabilitiesto contact us if you are an individual with a disability and require accommodation in the application process.

Posted on 02-23-2023

Banking & Financial Services

Financial Planning

Direct Hire