Vice President, Financial Operations & Analysis

This Opportunity
 

Our Financial Operations & Analysis (FOA) department is looking to hire a 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 Senior 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 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 trusted leader and 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:

• Oversee the preparation of quarterly and annual financial reports and supporting accounting workpapers from our third-party fund administrator.
• Lead in review and final approval of complex accounting transactions including acquisitions, dispositions, and waterfall calculations.
• Review and approve 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.
• Leverage relationships both inside and outside of Heitman and technical expertise to effectively and efficiently resolve questions/issues and determine best practices and improved processes.
• 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.
• Assist department leaders and other senior stakeholders within Heitman to develop and complete strategic initiatives, such as launching new funds, developing new organizational processes, and other key projects.
• Manage relationships 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.
• Exhibit ability to perform multiple projects, navigate through unexpected challenges, and develop viable solutions that optimize fund/account performance.
• Lead communication of analysis and results to broader internal team, including department, investment committee, Client Service & Marketing, and valuation committee.
• Mentor direct reports and others on their dedicated team as it relates to career development, address staffing needs and navigate performance management and team issues.
• Introduce fund/account and platform-level efficiencies and oversee implementation of improvements, including the development of tech-enabled tools.

Qualifications:

• Minimum of 10 years of real estate accounting and finance experience
• Bachelor's degree in 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 and 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.

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