CIRE Equity

Financial Planning and Analysis

• Lead the annual portfolio budget process and quarterly reforecasts leveraging MRI’s Budgeting and Forecasting module.
• Assist with all aspects of the monthly valuation process through the creation and upkeep of the company’s Argus valuation models.
• Maintain and run scenario analysis in lease, asset and portfolio-level models.
• Lead financial variance analysis on the existing portfolio.
• Abstract leases and CC&Rs for application to valuation and budget modeling.
• Abstract loan agreements to identify key economic terms.
• Produce/support recurring and ad hoc reporting of financial performance and disclosures for investors and stakeholders.

FP&A Manager

Vice President

• Hold the team accountable to performance and execution of business plans for each asset.
• Monitor and improve against performance benchmarks (NOI, IRR, occupancy, rent growth).
• Evaluate portfolio-level risks and opportunities and recommend adjustments.
• Ensure execution against approved investment strategy and hold/sell decisions.
• Monitor financial performance of each property (P&L, cash flow, variance to budget).
• Set the strategic vision and direction for asset management, property management, and construction management.
• Build, mentor, and develop the asset management team, including hiring, performance management, and succession planning.
• Conduct periodic site visits and asset reviews.
• Oversee and direct leasing strategy and execution across the portfolio.
• Prepare and present quarterly asset and portfolio performance reports as needed.

FP&A Manager

Executive Vice President – Asset Management