RESPONSIBILITIES:
- Collaborate with other departments such as Real Estate Services, Property Management, Portfolio Oversight, Investments and Executives to support the development of business plans for CIM assets, funds, and investment vehicles, monitor progress toward internal targets and against competitors, and perform asset/fund level financial analysis.
- Build and maintain models that serve as the primary source of asset/fund level financial projections. Become skilled at analyzing asset-level and fund-level capitalization and incorporating the waterfalls of complex financing arrangements, co-investments, strategic partnerships, and partnership allocations into models.
- Provide exceptional client service to Portfolio Oversights, Real Estate Services and On-site Property Management. Clearly and pro-actively communicate the results of financial analysis to either the VP, FP&A/Director FP&A as applicable, Portfolio Oversights, Executives, investors, banks, rating agencies, etc. via written deliverables and oral presentation. Begin to build an understanding of the services the Asset, Fund and Corporate FP&A teams provide to CIM Group and direct requests through the appropriate channels.
- Build models consistently across similar investment strategies and use cases. Efficiently integrate models with other data sources and reporting tools. Validate the quality and completeness of all data analyzed and reported. Continuously improve existing tools and expand modeling and analysis capabilities of the team.
- Review asset-level budgets and forecasts and gain an understanding of asset-level business plans in the context of fund-level strategy. Perform asset-level financial analysis in conjunction with fund-level business initiatives as needed.
- Assist Fund and Corporate FP&A by building corporate-level outputs into fund models (e.g., fee revenue and deployment assumptions) and running multiple fund-level projection scenarios in conjunction with the corporate budget and forecast process.
- Acts as a financial service resource to assigned areas in matters relating to control, documentation, and other similar matters.
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
- Bachelor’s degree
- 3+ years' previous financial analysis experience in one of the following fields:
- · Corporate Strategy/Business Analysis
- · Investment Banking
- · Management Consulting
- · Public Accounting (Big 4 preferred)
- · Real Estate or Infrastructure Analysis/Investing
- Heavy financial modeling experience is required. Experience should encompass full financial statement modeling, developing financial projections and conducting business valuation. In addition, candidates should understand leveraged finance concepts and be familiar with a variety of corporate capital structures
- CPA/CFA designations are a plus
ABOUT YOU:
- Strong working knowledge of Excel (VBA experience is a plus)
- ARGUS experience (preferred)
- Yardi and/or MRI experience (preferred)
- Experience with Salesforce (preferred)
- Proficient with Microsoft Office: Excel, Word, Access & PowerPoint
- SQL,.NET (optional)
Top Skills
What We Do
CIM is a community-focused real estate and infrastructure owner, operator, lender and developer. Our in-house team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we’re a diverse team of more than 990 employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we’re striving to make an even greater impact in the years to come.