Retail Asset Management Finance Lead

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee the planning of the portfolio, including forecasting, reporting, governance execution, and decision-support activities for the U.S. Branch Network.

• Consolidate financial, operational, and portfolio data across Real Estate Services functions.

• Convert strategic goals and portfolio objectives into practical planning, forecasting, reporting, and governance actions.

• Create insights, recommendations, and materials suitable for executives regarding investment planning, prioritization, funding decisions, portfolio execution, and investment assessment.

• Recognize portfolio risks, opportunities, dependencies, and funding impacts, and effectively communicate findings to leadership.

• Direct forecasting, planning, and budget management for RES programs and real estate investments within USBN.

• Assist with annual planning, multi-year investment forecasts, financial reviews, forecasting assumptions, expense management, and reporting.

• Enhance portfolio funding through accurate forecasting, monitoring the investment pipeline, and improving funding utilization.

• Implement portfolio governance processes and review routines.

• Supervise executive reporting, dashboards, portfolio analytics, scenario analyses, and updates on investment performance.

• Track portfolio performance, project readiness, funding availability, and essential approvals.

• Foster accountability through structured reporting, governance, and portfolio oversight.

• Collaborate with Asset Management, Design & Construction, Facilities Management, Transactions, Finance, Controllers, and USBN leadership.

• Propel process improvements in governance efficiency, operational effectiveness, investment readiness, and speed to market.

• Advocate for financial, operational, and governance controls; evaluate and escalate risks as necessary.

• Lead and coordinate a team focused on forecasting, analytics, reporting, and portfolio support.

⛳️ Requirements

• Over 10 years of experience in financial planning, corporate real estate, business analytics, program and portfolio management, or related fields.

• Proven experience in managing complex investment portfolios, governance processes, forecasting efforts, and cross-functional business initiatives.

• Strong capabilities in financial analysis, forecasting, reporting, and decision support.

• Ability to distill complex information, align stakeholders, and facilitate informed decision-making across various functions.

• Excellent stakeholder management and communication skills, with the capacity to influence within a matrixed organization.

• Proficient in Microsoft Excel, including skills in financial modeling, forecasting, analytical reporting, and managing large datasets.

• Advanced skills in Microsoft PowerPoint, with experience in crafting executive-level presentations and management reports strongly preferred.

• Capability to balance multiple priorities in a fast-paced setting.

• Bachelor's degree required; an advanced degree is preferred.

🏝️ Benefits

• Medical, dental, and vision coverage.

• 401(k) plan.

• Life, accident, and disability insurance.

• Wellness programs.

• Paid vacation and planned time off.

• Paid sick leave and unplanned time off.

• Paid holidays.

• Discretionary and formulaic incentive and retention awards for eligible employees.