Heitman
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Our Financial Operations & Analysis (FOA) department is looking to hire an Assistant Vice President to join their team! Members of the FOA team share a strong drive to provide timely, accurate, and critical financial data analysis for the firm. In this Finance Manager 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 reports and supporting accounting workpapers from our third-party fund administrator.
- Lead in review 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 fund/account compliance with IM agreement(s), and JV agreement(s).
- 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 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 PowerPoint
- 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
- This position is based in our Chicago office.
- Our teams work in a hybrid environment and in-office days vary by team.
Source: Heitman Career Page
