CIM Group

Financial Planning and Analysis

• Own and continuously improve company-wide budgeting, forecasting, and long-range planning processes.
• Develop and maintain integrated financial models that link operational drivers to financial outcomes.
• Perform scenario analysis and sensitivity modeling to support strategic and capital allocation decisions.
• Lead preparation of monthly, quarterly, and annual management reporting packages for executive leadership and the Board.
• Design, build, and modernize FP&A deliverables (models, dashboards, KPIs, recurring reports) to improve clarity, speed, and actionability.
• Analyze operational and financial performance to identify trends, risks, and opportunities for improvement.
• Assist in month-end and quarterly reporting processes to ensure accurate financial tracking.
• Act as a finance business partner to operations, development, commercial, and corporate teams.
• Provide financial support for capital improvement projects, including investment analysis, returns modeling, and post-investment performance tracking.
• Assess industry trends and competitor performance.
• Design, build, and continuously improve FP&A reporting deliverables (models, dashboards, recurring packages).
• Drive improvements in FP&A processes, data quality, and controls by streamlining workflows and automating recurring analyses.
• Partner with Accounting to ensure alignment between operational reporting, financial statements, and forecasts.
• Serve as a subject-matter expert for FP&A-related questions across the organization.
• Mentor and review work product of junior FP&A or finance team members as the team scales.
• Improve reporting processes by streamlining data collection and analysis.

FP&A Manager

• Prepare required SEC filings, which include Forms 10-K, 10-Q, publicly filed supplementals, 8-K, and supporting schedules.
• Work with asset financial services and portfolio oversight to prepare and analyze monthly portfolio metrics (real estate).
• Prepare monthly/quarterly internal reporting for the senior leadership team.
• Coordinate with investor relations, communications, general ledger accounting and portfolio management to ensure accuracy of quarterly earnings release materials, marketing materials and investor presentations.
• Ensure compliance with GAAP and internal controls.
• Review asset level reporting prepared by asset level accountants.
• Assist in technical accounting research related to the property application and disclosure of accounting pronouncements and SEC guidance.
• Assist with real estate investment & debt schedules for valuations; prepare supporting cost & debt roll forwards.
• Support the independent auditor through quarterly reviews and annual audits.
• Drive data analytics and automation efforts to enhance reporting and streamline processes.

Senior Analyst, Financial Reporting

Accounting Manager

• Responsible for delivering accurate, timely, and GAAP compliant financial reporting for real estate and related investments across multiple asset and fund structures.
• Oversees monthly and quarterly accounting, consolidations, fair value measurement, and analytical review to support portfolio performance insights and decision making.
• Partners closely with portfolio management, valuations, tax, treasury, as well as internal and external auditors to ensure the integrity of financial data throughout the investment lifecycle—from acquisition through disposition.
• Contributes to new investment onboarding, transaction activity, and ongoing liquidity management within complex investment structures.

Vice President

• This resource is a known quantity at the various wealth management groups with significant experience selling alternatives into the major bank wealth management platforms. They should have very long-standing relationships with key advisors at our target banks.
• They will provide CIM with a demand assessment for each of our products ahead of speaking to the heads of private wealth, alts, etc. about a given product.
• This function will leverage their years of experience selling alts to bank platforms to serve as an internal resource for best practices to ensure we are acting efficiently in terms of allocating time and human capital, help to determine processes deficiencies, expanding intelligently and strategically, etc.
• This resource will induce demand, and accelerate onboarding, for CIM product by leveraging their FA/Wealth Manager relationships.
• This resource will leverage their FA/Wealth Management relationships to secure advocates for our product that are internal to a given bank who will push the Head of Alts to onboard CIM funds with an assurance that our funds are high quality and can be sold efficiently and effectively.

1st VP, National Accounts – Private Wealth Group

Compliance

• Conducting compliance oversight of credit investment activities and providing guidance regarding applicable policies, procedures and laws, including the Investment Company Act of 1940 and the Investment Advisers Act of 1940.
• Directing and/or participating in regular risk assessments and testing of the activities and operations of OFS and its managed investment companies.
• Promulgating and administering compliance policies, including drafting new and updating existing policies and addressing associated staff inquiries.
• Reviewing Code of Ethics-related disclosures and pre-clearance requests.
• Providing compliance-related training for all levels of employees, appropriate to their respective roles and responsibilities.
• Reviewing marketing and advertising materials, including flipbooks and Due Diligence Questionnaires, to ensure compliance with applicable rules and regulations.
• Making required filings under the Investment Advisers Act and coordinating responses to regulatory exams and information requests.
• Assisting the CCO with quarterly and annual reporting to the boards of firm-managed registered investment companies.
• Supporting the CCO in successfully managing all periodic and any special regulatory examinations of OFS and registered investment companies.

1st Vice President, Compliance

Manager

• Oversee the daily loan servicing of an assigned portfolio of CRE loans, acting as primary servicing point of contact for internal parties, borrowers, third party servicers, and various vendors.
• Partners with Fund leads within the Investments Group to onboard and manage the repurchase facilities/back leverage.
• Assist with the closing of new originations, including coordinating due diligence reports and compliance checks.
• Ensure all data and information related to lending activities is entered into loan servicing system accurately and timely.
• Coordinate the payment of all pass-through expenditures from related vendors for the assigned portfolio.

FP&A Manager

Senior Analyst, Financial Reporting

Accounting Manager

1st VP, National Accounts – Private Wealth Group

1st Vice President, Compliance

Senior Loan Manager, Loan Support Services