Real Estate Planning & Reporting Manager

The annual base salary range for this position in California is $120,000 to $150,000 per year. The starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate’s geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations.

The Real Estate Planning & Reporting Manager will oversee the planning, reporting, and accounting support functions within the real estate division (AREP). This role requires a college degree and a minimum of six years of experience in a real estate FP&A role and reports to the Senior Vice President, Real Estate Accounting.

Responsibilities

Planning:

• Support the development of annual and long-term business plans, focusing on capital and related funding sources
• Develop and maintain an operational cash flow planning tool that leverages project proforma data
• Coordinate with various departments on planning inputs
• Build automated tools and templates to streamline the gathering of business planning data and report back on actual results throughout the year

Reporting:

• Develop and maintain real estate development and operations dashboards
• Develop and maintain GAAP financial reporting templates; prepare financial statements for review quarterly and as requested
• Maintain Accounts Payable monitoring dashboard
• Ensure accuracy and timeliness of all financial and operational reports
• Develop and maintain reporting systems to track key performance indicators
• Provide ad-hoc reporting as requested by management
• Analyze data to identify trends and provide actionable insights

Accounting Support:

• Provide support to the accounting team to automate account reconciliation tools
• Collaborate with the accounting/finance teams to manage project budgets
• Provide support for tax planning and compliance related to real estate assets
• Provide support/reporting for cost segregation study requests

Other Duties:

• Support Finance team with data/analytics as requested

Skills

• College degree in Finance, Accounting, Real Estate, or a related field
• Minimum of six years of experience in a real estate FP&A role
• Experienced in budgeting and accounting, supporting accurate forecasting and financial planning
• Advanced Excel skills, including proficiency in advanced formulas and macros
• Familiarity with Yardi/DataFreedom reporting tools
• Strong analytical and problem-solving skills
• Excellent communication and presentation abilities
• Proficiency in reporting tools
• Knowledge of real estate market trends and regulations
• Proficient in financial analysis and reporting, with the ability to translate complex data into actionable insights
• Skilled in data analysis and interpretation to support strategic decision-making
• Advanced Excel capabilities, including the use of complex formulas, pivot tables, and macros
• Familiar with Yardi and DataFreedom reporting tools for financial and operational data management

Knowledge, Skills and Experience

Education - Bachelor's Degree

Experience Required – 6 Years

This position is on-site.