Assistant Vice President, Financial Operations & Analysis

Assistant Vice President – Finance Manager

Our Financial Operations & Analysis (FOA) department is looking to hire an Assistant Vice President – Finance Manager to join their team! Members of the FOA team share a strong drive to provide timely, accurate, and critical financial analysis and reporting for the firm. In this role, you will have cross-functional visibility and the opportunity to work alongside internal groups, such as Portfolio & Asset Management and Client Service & Marketing, and external service providers.

The Assistant Vice President will lead a team in delivering accounting, finance, valuation, and Portfolio & Asset Management support within the Heitman organization. The ideal candidate will be a self-starter with strong problem solving, analytical and communication skills while working in a highly collaborative environment. They will also demonstrate strong organizational skills and adeptness at multitasking, coupled with a proven track record of successfully leading and developing professional staff.

Responsibilities include, but are not limited to:

• Review and manage the preparation of quarterly and annual financial statements and supporting accounting work papers from our third-party fund administrator.
• Lead in review, oversight, and approval of complex accounting transactions including acquisitions, dispositions, and waterfall calculations.
• Analyze and forecast IRR's and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management.
• Lead in coordination, review and analysis of quarterly property and debt valuations, collaborating with Heitman's Capital Markets, Portfolio & Asset Management, Research, and Acquisition teams throughout the process.
• Participate in ad-hoc projects, including due diligence review of real estate acquisitions and dispositions, leasehold analysis, and consultant/client questionnaires or other projects to assist Portfolio Management in improving investor value and client service.
• Direct interactions with third-parties, including clients, fund administrators, consultants, JV operators, property managers, appraisers, auditors, and other key individuals.
• Assist Portfolio & Asset Management in implementing fund/account-level and investment specific strategies.
• Ensure accounting, reporting, and performance adheres to the various governing documents where applicable (joint venture agreements, limited partnership agreements, investment management agreements, valuation policies, NCREIF PREA, etc.).
• Exhibit ability to perform multiple projects, navigate through unexpected challenges, and develop viable solutions that optimize fund/account performance.
• Communicate analysis and results to broader internal team, including FOA department, Investment Committee, Client Service & Marketing, and Valuation Committee.
• Participate in industry learning opportunities in and outside of Heitman.
• Monitor and build fund/account efficiencies and ensure implementation of improvements, including the development of tech-enabled tools.
• Demonstrate an in-depth understanding of investments within assigned fund/account.

Qualifications:

• Minimum of 6 years of real estate accounting and finance experience
• Bachelor's degree in real estate, accounting, or finance
• CPA designation is desirable
• Proficiency in Microsoft Office package including Excel, Word, and Power Point
• Excellent communicator with strong writing skills
• Ability to prioritize tasks, work on multiple assignments, and manage requests from multiple business partners under tight deadlines
• Ability to work efficiently in a fast-paced and dynamic team environment
• Supervisory experience directly or indirectly
• Experience in valuation and/or Argus modeling is a plus

Job Location and Travel

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