Financial Planning and Analysis
San Diego, CA, United States
Title: Financial Planning and Analysis Salary: 110k - 140k
Job Purpose: To provide financial reporting and analytics, manage the budgeting process, and develop tools to measure the company’s performance. Its primary purpose is to assist in the annual budget process, analyze monthly performance through financial statement reviews, complete month end tasks, provide presentations to Senior Management on financial performance and perform analysis on changes in the business. The position requires advanced abilities for problem solving, developing and presenting accurate financial information.
Primary Responsibilities : Updating the Corporate financial model and earnings forecasting
Updating the five-year plan model
Maintaining and updating all Argus files used for forecasting
Reviewing, analyzing and interpreting various documents including loan agreements, management agreements, lease and contract agreements, operating agreements, and various other documents in order to ensure transactions are forecasted properly
Reconciling Argus and CM for Tenant Rent billings on a monthly and quarterly basis
Reviewing and analyzing budget to actual variances on a monthly and quarterly basis (In depth revenue and expense analysis)
Reviewing and analyzing Capital Expense budget to actual variances on a monthly and quarterly basis
Updating the development models
All Acquisitions, Dispositions, Development and M&A analysis
Calculating the internal Net Asset Value
Analyzing all performance indicators, trends and variance drivers
Debt analysis (secured, credit line, unsecured term loans, corporate bonds)
Monitoring analyst estimates and coverage of our stock including reviewing/analyzing analyst models
All corporate presentations for non-deal road shows, investor and analyst presentations
Competitive peer set research and analysis
Board Book: Analyzing the data and creating the Audit Committee slides (FFO Overview QoQ and YoY, Budget vs. Actual, Key Financial Metric slides, Market Rents, Guidance Review, NOI at Risk)
Analyzing the data and creating the Operating Margins and Operating Metrics slides
Monitoring analyst estimates and coverage of our stock including reviewing/analyzing analyst models
Same Store NOI analysis
Corporate Operating Model Analysis
Creating the cheat sheets for CFO
Calculating year-end bonus grants for executives and stock grants for employees
Creating and automating models to further improve performance and speed of analysis
Various Ad-Hoc Reporting and Analysis
Duties: Corporate financial model and earnings forecasting
Issuing our earnings range to Wall Street
Maintaining all Argus files used for forecasting
Corporate positioning and strategy
Treasury management and analysis
Reviewing and analyzing budget to actual variances
Analyzing all performance indicators, trends and variance drivers
Debt analysis (secured, credit line, unsecured term loans, corporate bonds)
Acquisition, disposition, development and M&A analysis
Oversight over budgeting and re-forecasting processes
All corporate presentations for non deal road shows, investor and analyst presentations and board of director meetings
Monitoring analyst estimates and coverage of our stock including reviewing/analyzing analyst models
Reviewing, analyzing and interpreting various documents including loan agreements, management agreements, lease and contract agreements, operating agreements, and various other documents in order to ensure transactions are forecasted properly
Ensuring compliance with debt covenants
Competitive peer set analysis and research
Calculating year-end bonus grants for executives and stock grants for employees
Related corporate-level initiatives
Skills/Qualifications: Bachelor’s degree in Accounting or Finance
CPA license required
6+ years progressive accounting experience, 2+ years’ experience supervising and managing employees
Strong working knowledge of US GAAP
Real Estate experience preferred
MRI accounting software preferred
Public company experiences preferred
Good computer skills, especially Microsoft Excel and Word
https://www.americanassetstrust.com/applicant-privacy Applicant Privacy Disclosure - American Assets Trust
This job description is not intended to be all-inclusive, and employee will also perform other reasonable related business duties as assigned by immediate supervisor and other management as required. This job description does not constitute a written or implied contract of employment.
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