- Lead strategic financial planning and analysis for the platform and businesses within the organization, including:
- Lead the preparation of the annual budget and monthly forecast process
- Create comprehensive business plan models with analysis on critical issues and risks and opportunities with the goal of improving cash flows and business operations
- With FP&A Analyst, prepare quarterly senior management reporting packages with budget to actual variance analysis, cash flow reforecasting, and headcount reporting
- Collaborate with Development and Accounting teams to prepare monthly project cash flow forecasts
- Collaboration with NY team for monthly & quarterly deliverables
- Lead the development and implementation of platform level financial models, reports, and other analyses
- Manage the consolidation of portfolio-wide cash flows and financial information, oversee the validation of underlying data and assumptions
- Report on portfolio-wide metrics including, but not limited to: capital events, investment and return metrics, liquidity, and valuation
- Collaborate with development, corporate operations, property management and project teams to manage project and platform overhead budgets, produce monthly reporting on budget vs actuals, and oversee quarterly reforecasting of overhead budgets
- Prepare ad-hoc analysis for senior executives
- Organize people and activities to meet commitments on tasks, projects or other deliverables that support the department's goals and objectives
- Document key policies and procedures
- 5-8 years of relevant experience in Financial Planning & Analysis, accounting, or consulting
- Experience in real estate development, investment, or construction, a plus
- Undergraduate degree required
- CPA, MBA, and/or public accounting experience, a plus
- Excellent analytical skills, with a larger focus on financial and management reporting
- Advanced Excel user with strong background in financial modeling
- Produces executive-ready materials
- Demonstrated experience with accounting systems and information tools such as JD Edwards, Textura and database applications, a plus
- Strong communication skills, both written and verbal
- Must be detail oriented with strong organizational skills
- Ability to multi-task, shift direction easily, be proactive
- Ability to work well under pressure and within a fast-pace work environment
- Diligent, accountable and able to follow direction well
- Personalized Health Care: Medical, dental, and vision plan options; Employee Assistance Program
- Financial Benefits: Competitive salary and incentive packages; matching 401(k); FSAs and HSA; employer-paid life and AD&D insurance; paid leave & disability programs
- Social Wellness: 19+ days of PTO; mental health counseling & resources; fertility, surrogacy, and adoption assistance; volunteer days and donation matching
- Career Development: Learning & training programs; tuition & certification reimbursement; internal advancement opportunities
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Manager, Financial Planning - Boston, United States - Related Company
Description
ResponsibilitiesWe are seeking a creative and collaborative Manager, Financial Planning & Analysis with a passion for community driven placemaking. This individual is detail oriented with the ability to learn and thrive in a fast-paced environment.
The Manager of Financial Planning & Analysis (FP&A) will be responsible for leading the strategic planning, in partnership with senior leadership and accounting. This role is responsible for , forward-looking financial analysis to support senior management across Related Beal's platforms in decision making and planning for the Related Beal corporate and various business entities. The FP&A Manager will be responsible for oversight of management reporting, budgeting and forecasting, governance of fee arrangements, corporate overhead and time allocation management, and management of an FP&A Analyst.
This position reports to the Vice President of Finance & Accounting and is in-person daily and will be located at 177 Milk Street, Boston, MA.
Position Responsibilities
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Overview
Formed in 1972, Related is the most prominent privately-owned real estate firm in the United States. Headquartered in New York City, the company has offices and major developments across the world. Related owns and manages a premier portfolio of assets valued at over $60 billion, including the 28-acre Hudson Yards neighborhood on Manhattan's West Side.
Related believes in investing in its talent and cultivates a positive, team-oriented environment where every voice is valued. Employees are encouraged to boldly take on new challenges, transcend the status quo, and demonstrate strong entrepreneurial spirit. In its relentless commitment to excellence, Related works to foster an innovative approach in its team members so that they can positively impact the communities in which they conduct business. Learn more about Related at
Related Beal, the Boston office of Related Companies, is a fully integrated, dynamic and collaborative real estate firm focused on placemaking and celebrating local communities through development opportunities in Boston and the surrounding region. We work as a team across development, design, construction, finance, marketing, and property management to envision some of the most recognized developments in the area. Our building types include mixed-use, residential, affordable housing, life sciences, commercial office, hospitality and retail. Our projects include The Quinn/The Harris, Lovejoy Wharf, Congress Square, Innovation Square, The Whitney Hotel, One Kenmore Square, and Channelside. Learn more about Related Beal at
