The Manager of Financial Planning and Analysis is responsible for the management, oversight and presentation of the budgeting, modeling, forecasting, and financial analysis functions, focused on Sherman Associates’ investor relationships and portfolio(s). This position will work in close collaboration with the Accounting, Development, Asset Management, and Property Management divisions of Sherman Associates, with direct oversight from the Vice President of Finance and Accounting.

ESSENTIAL FUNCTIONS

• Review and analysis of underwriting and due diligence functions for potential acquisitions and dispositions.

• Analyze and present property and fund-level financial and performance reports.

• Oversight and assistance in report creation and materials for presentation to the Investment Committee, Board Members, internal management, lenders, and other equity investors.

• Coordinate with other departments to prepare and present property-level annual budgets and quarterly forecasts.

• Analyze and present hold-sell scenarios and fair market values on existing assets.

• Ability to understand relatively complex real estate accounting and structures (e.g., L.P., LLC, REIT, consolidations, eliminations, equity accounting, inter- and intra-company transactions, etc.) while translating issues to forecast tools, models, and layouts.

• Manage the long-term budget model (i.e., 3-5 year plus strategic plan).

• Coordinate budgeting and reforecasting processes.

• Maintain, and develop as needed, quarterly valuation and return (waterfall) models.

• Coordinate preparation of quarterly board presentations.

• Develop, implement, and monitor various automated monthly variance reports which may include statistic and trend analysis, etc.

• Preparation and review of ad hoc financial reporting requests, other analyses, special projects, and other duties as requested.
  

MINIMUM REQUIREMENTS

• BA/BS in Business with an emphasis in Accounting, Finance, and/or Information Systems.

• 5+ years of progressive accounting, planning, or financial reporting experience.

• Corporate, Real Estate, Consolidation and public accounting experience preferred, with REIT experience a plus.

• MBA or CPA preferred.

• Must have strong experience with mid-tier ERP systems and Microsoft Office software with advanced skills in Excel.

• Must have strong analytical, verbal, and written communication skills.

• Strong work ethic and ability to meet deadlines required.

WORK ENVIRONMENT

• This job operates primarily in multi-site residential apartment housing. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

• Exposed to ambient room temperatures, lighting and traditional office equipment found in a typical office environment; quiet to moderate noise level.

PHYSICAL REQUIREMENTS

• Occasional lifting and/or moving up to 25 pounds

• Occasionally required to walk; sit; use hands and fingers to handle or feel objects, tools or controls; reach with hands and arms; stoop; talk and hear

• Specific vision abilities required by the job includes close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
  

Sherman Associates strives to lead the market in the benefits we offer. In addition to medical, dental, vision and supplemental benefits, what sets us apart includes

• Low Deductible Health Insurance Plans
• Fully paid short term disability
• Fully paid life insurance
• Additional Supplemental Insurance Policies including
  • Voluntary Accident & Critical Illness
  • Hospital Indemnity
  • Long-Term Disability
• Pet insurance
• Fully paid employee assistance program
• Fully vested 401k company match program
• 9 Paid holidays and competitive PTO program
• Starbucks and Hotel discounts
• Charitable giving strategy with corporate match