Finance Manager, Associate
San Diego, CA
Full Time
Manager/Supervisor
About the Role
We are seeking a detail-oriented and analytically driven Manager to join our Portfolio Reporting and Business Insights team within Finance. This is a high-impact, project-oriented role, not a people management position, supporting senior leadership and investors through rigorous financial analysis, portfolio reporting, and strategic deliverables across our commercial real estate platform.
You'll work closely with a collaborative team of finance professionals, leveraging your real estate expertise and technical skills to deliver reporting packages and insights that directly inform company strategy.
What You'll Do
- Prepare monthly and quarterly financial presentations for senior management and investors, including portfolio tenant profiles and related performance analysis.
- Build and maintain portfolio-level management reporting packages that translate complex real estate data into clear, actionable insights.
- Conduct ad hoc analysis for internal and external stakeholders, including the senior leadership team, related to portfolio composition, leasing performance, and other company objectives.
- Collaborate cross-functionally with team members and internal departments to produce and review deliverables, coordinate strategic planning, and ensure accurate, on-time delivery across a high volume of quarterly workflows.
- Leverage Excel, PowerPoint, and Oracle EPM Cloud (the organization's enterprise reporting platform) to build models, automate reporting processes, and present findings at an executive level.
What You'll Bring
- Proven experience in FP&A, corporate finance, portfolio reporting, asset management, development, investments, or real estate investment banking/private equity, ideally within commercial real estate operations.
- Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field with strong academic performance. A Master's degree in Business or Real Estate is a plus.
- Working proficiency in reading and interpreting lease documents, paired with hands-on experience in real estate portfolio analysis and financial modeling in Excel, both required.
- High proficiency in Microsoft Excel (complex modeling) and PowerPoint (executive-level presentation design), required.
- Familiarity with real estate cash flow analysis is a plus, as is prior experience with database management or enterprise reporting systems such as Oracle EPM Cloud.
- Exceptional organizational skills and attention to detail, with a demonstrated ability to independently identify challenges and develop creative, actionable solutions.
- Strong analytical ability to interpret complex real estate datasets and connect trends to meaningful business insights, going beyond the surface to understand the true drivers of performance.
- Comfortable operating in a fast-paced, team-oriented environment with multiple simultaneous deadlines, able to adapt to shifting priorities while keeping stakeholders proactively informed.
- Clear communicator, both verbally and in writing, capable of translating technical financial information into executive-ready reports and presentations.
Compensation
- $108,000 – $135,500 + Bonus
- Actual pay determined based on location, experience, and other job-related factors. Total compensation grows substantially over time due to the long-term incentive structure.
Benefits
- Employer-paid medical, dental & vision
- Paid time off & paid family leave
- 401(k) with up to 6% employer match
- Tuition reimbursement
- Flexible spending accounts
- Commuter benefits
- Lifestyle spending account ($500 wellness)
- Pet, ID theft & legal insurance
- Employee assistance program
- 100% employer-paid life, AD&D & disability
Perks & Amenities
- Onsite gym
- Cold brew & kombucha, Fresh fruit & snacks
- Onsite dry cleaning
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