Job Description

We are seeking a highly skilled and motivated Finance Manager to join our growing team. This role will report to our VP of Finance.  In addition to supporting both acquisitions/development underwriting and asset management functions, this position will also oversee the junior finance personnel. The Finance Manager will play a crucial role in financial analysis, budgeting, forecasting, and enhancing our financial operations, ensuring that all financial activities align with our strategic goals. 

Seeking Tri-State area candidates, primarily New York.  Some travel required.

Asset Management:

• Oversee financial analysis and reporting for Monarch’s portfolio of senior living assets, ensuring data accuracy and insightful conclusions.
• Lead the preparation of property budgets, forecasts, and KPI analyses, offering actionable recommendations to enhance asset performance.
• Develop and maintain complex financial models to inform key asset management decisions.
• Organize and lead monthly and quarterly performance review meetings, presenting analyses and strategies to senior management.
• Drive the preparation of investor reports and presentations, ensuring they align with strategic objectives.

Acquisitions/Development Underwriting:

• Oversee the preparation of cash flow and valuation analysis for potential acquisitions and development opportunities.
• Lead market research, operational performance data analysis, and comparable sales assessments.
• Guide due diligence efforts and oversee the creation of financial models for various capital structures.
• Participate in deal negotiations and calls with equity and development partners, ensuring sound financial decisions.
• Review and refine investment memos and presentations for internal and external stakeholders.
• Monitor and assess market trends, identifying emerging opportunities for the company.

• Identify opportunities for value enhancement within the portfolio and support implementation strategies.
• Ensure compliance with all periodic reporting requirements.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; Master’s degree preferred.
• 4-8 years of experience in FP&A, real estate finance, consulting, investment banking, or related fields, with a proven track record of leadership or supervisory responsibilities.
• Strong proficiency in financial modeling, analysis, and the Microsoft Office Suite, particularly Excel.
• Experience with Yardi or similar real estate management software preferred.
• In-depth knowledge of real estate finance, financial statements, underwriting, and forecasting.
• Proactive, self-starter with exceptional analytical, problem-solving, and leadership skills
• Strong written and verbal communication skills, with the ability to present complex information to non-financial stakeholders.

Company Culture and Values: At Monarch Communities, we value compassion, innovation, and community. Our team is committed to making a meaningful impact on the lives of our residents and fostering a collaborative and supportive work environment.

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Job Description

We are seeking a motivated Associate/Senior Associate, Finance to join our growing team. This role will report to our VP of Finance and support both acquisitions/development underwriting and asset management functions. You will play a key role in financial analysis, budgeting, forecasting, and enhancing our financial operations.  Seeking Tri-State area candidate, preferably New York.  Some travel required.

Asset Management:

• Perform analytical duties related to our portfolio of senior living assets.
• Prepare property budgets, forecasts, and KPI analysis.
• Develop and maintain financial models to support asset management decisions.
• Participate in monthly and quarterly performance review meetings with stakeholders.
• Assist in the preparation of investor reports and presentations.
• Identify value enhancement opportunities and support overall portfolio management.
• Prepare and submit periodic reporting requirements.

Acquisitions/Development Underwriting:

• Perform cash flow and valuation analysis for potential acquisition and developments opportunities.
• Conduct market research, compile operational performance data, and perform comparable sales analysis.
• Support project due diligence processes and create financial models for various capital structures.
• Participate in deal calls with equity and development partners.
• Prepare detailed investment memos and presentations for internal and external stakeholders.
• Monitor and track market trends and emerging opportunities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 1-6 years of experience in FP&A, consulting, investment banking, corporate banking, real estate finance, or related fields.
• Strong proficiency in Excel and Microsoft Suite.
• Yardi experience preferred but not required.
• Knowledge of real estate finance, financial statements, underwriting, and forecasting.
• Proactive, self-starter with strong analytical and problem-solving skills.

Company Culture and Values: At Monarch Communities, we value compassion, innovation, and community. Our team is committed to making a meaningful impact on the lives of our residents and fostering a collaborative and supportive work environment.

See more jobs at Monarch Communities

Apply for this job