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    Financial Planning and Analysis - San Diego, United States - Templatedata

    Templatedata
    Templatedata San Diego, United States

    2 weeks ago

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    Description

    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

    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.
    #J-18808-Ljbffr
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