Manager, Financial Planning and Analysis

Company: Jamboree
Location: Irvine
Posted on: May 16, 2022

Job Description:

Job DescriptionSalary: We're looking for dedicated team members to join Orange County's largest nonprofit developer of high quality affordable housing and services that transform lives and strengthen communities.Primary Objective of Position:The Manager, Financial Planning and Analysis will provide financial analysis, planning, forecasting and support for key business decisions and strategies to enable Jamboree to achieve its financial objectives. This position will work with executive management and department leaders across the organization to analyze and identify financial areas of opportunity, and present findings in a concise and timely manner appropriate for an executive management audience. The position will also lead the development and implementation of business analytics tools for the organization. Major Areas of Accountability:

• Lead annual budgeting process to include development and communication of specific targets, reconciling submissions to targets, recommendations to achieve total organization goals, preparation of presentations to executive management and the Board and upload of detail annual budgets to internal systems.
• Lead monthly, quarterly, annual and/or five-year forecasting processes, including revenue, cost of goods sold, general and administrative expenses and capital expenditures, and prepare multi-year cashflow projections.
• Prepare regular management reporting packages, including the development of financial dashboards and commentary on business performance and drivers, and present financial reports in an accurate and timely manner.
• Provide platform to address lender, investor and other external financial inquiries.
• Work with leadership on financial assessments of projects, opportunities and forecasting business performance, work collaboratively across the organization to provide accounting/financial data and explanations and develop/implement solutions that improve business decisions and financial tracking/reporting.
• Streamline data management from a wide variety of business channels and systems into valuable, cohesive reports, developing, implementing, and overseeing centralized reporting from main databases of the organization, including data dictionary and data integrity of each database, full implementation and maintenance of each system, and implementation of an organization-wide business intelligence tool.
• Plan, develop and implement policies, procedures, and objectives of business analytics function in accordance with Jamboree's mission.
• With Asset Management team, review Jamboree's portfolio to identify refinance and restructure opportunities.
• Confer with executive management to plan intelligence gathering priorities and develop policies regarding the collection, analysis, application and reporting of data.
• Develop, execute and manage strategies for risk mitigation and insurance coverages.
• Drive risk management efforts, analyze and classify risks across business activities and identify mitigation actions.
• Other duties as assigned. Special Projects:
  • Conduct SWOT analysis for inception of property management business unit. Oversee related data analysis and present findings to executive management and the Board as applicable.
  • Other projects as assigned.Level of Education, Experience and Skill Set:
    • Well organized, detail/deadline oriented, and ability to multitask.
    • Excellent skills in financial modeling and analysis, forecasting, project management software, Microsoft Excel and other programs in Microsoft suite, databases, data management, and working knowledge of ERP and business intelligence tools.
    • Strong collaboration skills, effective at facilitating internal discussions, enthusiasm, and team-building spirit.
    • Professional demeanor.
    • Good presentation skills; excellent oral and written communication skills.
    • An entrepreneurial and creative approach to problem-solving in the field of affordable housing and community development.
    • Bachelor's Degree or equivalent, master's degree preferred.
    • Eight years' experience in affordable housing development, business, finance, urban planning or a related field, preferably for a non-profit, government agency or private financial institution.
    • Demonstrated experience with public and private affordable housing funding resources and subsidy programs, including low-income housing tax credit program, tax exempted bonds, and syndication process; ability to creatively combine financing tools to leverage housing funds.
    • Valid California driver's license and availability of an insured vehicle to travel within the California service area.
    • Job includes some evening and weekend hours.Mandatory Vaccine PolicyConsistent with its duty to provide and maintain a workplace that is free of recognized hazards, Jamboree has adopted a mandatory vaccination policy for any newly hired employees effective October 1, 2021. This is to safeguard the health and well-being of employees and their families, our residents, and our communities from the risks associated with COVID-19. This policy is intended to comply with all state and local laws. It is based on guidance provided by the Occupational Safety and Health Administration (OSHA), the Centers for Disease Control and Prevention (CDC) and other public health and licensing authorities, as applicable. To assist any candidate who is disabled, has a qualifying medical condition that contraindicates the vaccination, or who objects to being vaccinated on the basis of sincerely held religious beliefs and practices, Jamboree will engage in an interactive process to determine if a reasonable accommodation can be provided so long as it does not create an undue hardship for Jamboree and/or does not pose a direct threat to the health or safety of others in the workplace and/or to the employee. Once Jamboree is aware of the need for an accommodation, Jamboree will engage in an interactive process to identify possible accommodations.Physical Demands: The Manager, Financial Planning and Analysis is required to talk and hear. The employee is often required to sit and use their hands and fingers to handle or feel. The employee is required to stand, walk, reach with arms and hands, climb, balance, twist, lean, move from one location to another and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close and far vision. Ability to operate a computer keyboard and lift files and reports. Exposure to glare from a computer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift 25 lbs. and travel via automobile and/or plane 75%. Work Environment:The work environment will usually be in a professional office setting, with possible shared workspace. The noise level is usually quiet to moderate. When traveling the environment will change dependent upon the site visiting.

Keywords: Jamboree, Irvine , Manager, Financial Planning and Analysis, Accounting, Auditing , Irvine, California