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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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