Job Description

Olive Tree Holdings and The Life Property Management is growing! We are adding a Director of Financial Planning & Analysis (\xe2\x80\x9cFP&A\xe2\x80\x9d) to our team! In this role, The Director of FP&A will work closely with the CFO, Corporate Controller and other members of the Firm\xe2\x80\x99s leadership team on corporate budgeting and both internal management and third-party reporting to ensure the company is appropriately and strategically positional with all stakeholders. This position will be based out of our New York office, reporting to the CFO in New York.

This role requires strong and proven analytical and modeling skills as well as excellent written and verbal communication skills. Responsibilities will include providing delivery of internal management reporting, budgeting, and reforecasting, collaborating on the preparation of internal and external presentations. The Director of FP&A will assist with development and implementation of business strategy.

Who are we? Olive Tree Holdings is a privately held, mission-driven real estate investment company headquartered in New York City, Atlanta, and Houston that specializes in the acquisition, management, and repositioning of multifamily properties, with the goal of creating a higher quality of life for residents and the local community. Olive Tree Holdings has acquired and repositioned nearly 15,000 units of workforce and affordable housing communities across eight states: Arkansas, Georgia, Indiana, Kentucky, Missouri, North Carolina, Ohio, Texas, and Wisconsin.

What do we offer? Competitive compensation package with a variety of benefit options. A great group of people that believe in working together for the greater good and having fun while doing it! A team that supports your personal and professional growth and is willing to make investments to help you achieve your long-term goals.

What your day-to-day will look like:

• Assist with developing a robust internal budgeting, reforecasting and management reporting strategy and framework
• Preparation of annual budgets, periodic reforecasting, and liquidity analysis at both the corporate and property level including maintaining these in our Yardi system
• Working with our Corporate Controller team in the preparation of monthly and quarterly reporting for management and other external stakeholders; a knowledge of accounting and the ability to understand dig into both transactional activity and the financial statements prepared by our property management team will be important in this role;
• Design reporting tools to enhance visibility into the operational performance of the business; evaluate financial and operational metrics and provide meaningful analysis to company leadership
• Develop value-added analysis to help identify revenue and cost opportunities and work directly with the operations team to develop strategies to improve financial performance
• Remain engaged in the implementation of these solutions and provide reporting against progress toward our objectives
• Collaborate on the preparation of internal management and third-party presentations
• Perform detailed analytically driven financial reviews and resolution of issues/discrepancies

What you will need to succeed:

• BA/S in accounting or Finance required (or equivalent years of experience)
• CPA Preferred
• You have 5+ years of industry experience with budgeting/planning, financial modeling, and decision analytics Relevant years of finance operations experience (e.g FP&A, corporate finance, investment banking); Real Estate industry preferred
• You are a collaborator and can act as a business partner to our various teams
• You are a self-starter that enjoys rolling up your sleeves and building complex financial models in Excel
• You have a knack for taking raw data, analyzing, drawing conclusions and developing actionable insights
• Yardi experience preferred
• Trustworthy and high level of integrity with attention to confidentiality and transparency
• Outstanding organizational ability and project management skills with great attention to detail and strong sense of urgency (must be deadline driven)
• Excellent communication skills both verbal and written
• Demonstrated track record of high achievement in demanding professional and academic settings
• Strong interpersonal skills, problem-solving, and creative thinking skills
• Practical and output focused with excellent analytical skills
• Positive and strong work ethic, must enjoy working in and thrive in a fast-paced environment
• Highly motivated, independent, and entrepreneurial spirit
• Ability to work autonomously, be proactive to identify issues and respond accordingly, strong at multi-tasking and work in a lean group
• Familiarity with analyzing complex deal documents and determining proper accounting treatment
• Customer service orientation that is reflected in responsiveness and timely follow up with company executives and team leads
• Effective in prioritizing work and following through on commitments
• High degree of initiative and ability to work effectively in both teams or independently
• Ability to develop and maintain effective relationships with internal and external customers
• Collaborative team player approach with business partners at all levels of the organization
• Ability to travel on a limited basis

Disclaimer: This job description should not be considered all-inclusive. It is merely a guide for expected duties at which can change at any time with or without notice

Olive Tree Holdings