Finance Manager
Job Description
The Finance Manager role supports the executive team, primarily the CFO and CEO, across corporate strategy, portfolio strategy, and FP&A. The position focuses on driving financial performance and executing strategic initiatives and projects.
Location and Compensation
- Location: Charlottesville, VA or Arlington, VA (onsite)
- Salary: USD 125,000 to 150,000 per year
- Bonus: Eligibility for a discretionary bonus
- Final compensation: Determined based on experience, qualifications, skills, and location
This position will preferably be based in the Charlottesville, VA office, with additional consideration for candidates near the Arlington, VA office.
Key Responsibilities
- Support the CFO in developing and maintaining long-term financial models that inform corporate growth strategies and capital planning initiatives, including analytical support for programs such as incentive compensation.
- Assist with short- and long-term budgets, forecasts, and scenario analyses to support enterprise decision-making.
- Monitor key financial and operational performance indicators, communicating trends, variances, and actionable insights to the Executive Vice President, Portfolio Strategy and Executive and team.
- Incorporate detailed cash sources and uses analyses into forecasts to improve working capital efficiency and strengthen liquidity planning.
- Identify and evaluate capital allocation opportunities by aligning cash flow planning with short- and long-term investment priorities.
- Collaborate with the accounting team to monitor liquidity on an ongoing basis and help ensure available capital is directed toward operational needs, strategic growth, and financial stability.
- Provide ad-hoc financial analyses to support board-level decisions, investor requests, and strategic initiatives.
- Evaluate acquisition and joint venture opportunities using financial modeling, market analysis, and strategic fit assessment.
- Lead financial due diligence and support operational integration planning for acquired entities or operating assets.
- Develop investor materials, pitch decks, and financial narratives that communicate the value proposition and investment performance.
- Work with asset management and portfolio operations teams to prepare internal reporting packages covering operational and financial performance of key assets.
- Support portfolio performance evaluation, including valuations, refinancing, and dispositions.
- Collaborate on investment return optimization, capital allocation, and debt strategy.
- Support stakeholder communication with lending institutions, equity partners, and rating agencies, as applicable.
- Consolidate and synthesize financial data across business units to produce executive-level reporting packages.
- Maintain and evolve corporate dashboards and scorecards to provide real-time visibility into business performance.
- Partner with the Corporate Controller and accounting teams to align forecasting models with GAAP financial reporting.
- Assist with investor reporting materials, quarterly updates, and financial narratives for capital partners and JV relationships.
- Manage periodic investor and lender touchpoints and contribute to relationship building with institutional partners.
Strategic Financial Planning & Analysis
- Develop and maintain long-term financial models supporting corporate growth strategies and capital planning, including incentive compensation analytics.
- Build short- and long-term budgets, forecasts, and scenario analyses.
- Track and report key financial and operational KPIs, including trends and variances.
- Integrate cash sources and uses analysis into forecasts to improve working capital efficiency and liquidity planning.
- Provide ad-hoc analyses for board decisions and investor requests.
Corporate Development, M&A, and Joint Ventures
- Evaluate acquisition and joint venture opportunities through financial modeling, market analysis, and strategic fit assessment.
- Lead financial due diligence and support operational integration planning for acquired entities or operating assets.
- Develop investor materials, pitch decks, and financial narratives for strategic investments.
Portfolio & Asset Management Strategy
- Support internal reporting packages prepared with asset management and portfolio operations.
- Assist with portfolio performance evaluation, including valuations, refinancing, and dispositions.
- Support investment return optimization, capital allocation, and debt strategy with portfolio operations and asset management teams.
- Collaborate on stakeholder communication with lending institutions, equity partners, and rating agencies, as applicable.
Internal Reporting & Executive Support
- Consolidate and synthesize financial data across business units to create executive-level reporting packages.
- Maintain and evolve corporate dashboards and scorecards for real-time business performance visibility.
- Ensure forecasting models align with GAAP financial reporting through partnership with the Corporate Controller and accounting teams.
- Help produce investor reporting materials, quarterly updates, and financial narratives for capital partners and JV relationships.
- Manage periodic investor and lender touchpoints and support strategic relationship building with institutional partners.
Required Qualifications
- Education: Bachelor’s degree in finance, business, economics, or real estate
- Experience: 3 to 6 years of relevant experience in commercial real estate, banking, private equity/credit, consulting, or corporate FP&A and strategy
- Experience managing mergers & acquisitions, including managing transactions and closing
- Experience managing joint ventures, including negotiating term sheets for JVAs, negotiating underwriting standards, and conducting due diligence questionnaires
- Exceptional attention to detail and strong organizational capabilities
- Proactive, self-motivated work ethic with a commitment to high-quality outcomes
- Strong multitasking skills with the ability to manage competing priorities effectively
- Advanced financial modeling abilities and deep understanding of real estate financial statements
- Excellent written and verbal communication skills
- Professional interpersonal skills and business correspondence etiquette
- Comfort working independently and in collaboration with cross-functional teams
- Teachable spirit and positive, solutions-oriented attitude
- Proficiency in Microsoft Office Suite, especially Excel, PowerPoint, Word, and Outlook
Technologies
- Microsoft Office Suite
- Excel
- PowerPoint
- Word
- Outlook
Benefits
- 100% employer-paid medical, dental, and vision insurance options for employees
- $2,000 HSA contribution
- 401(k) with up to 4% match
- Generous time off: 15+ PTO days, 11 holidays, parental leave / short-term disability, and mental health days
- Professional development support and career growth opportunities
- Workplace perks including summer hours, team summits, community service events, referral bonuses, and more