SitusAMC
Overview
AVP, Strategic Planning at SitusAMC. This role is responsible for various financial focused activities within our Servicing and Asset Management business, including forecasting, metrics/KPIs, profitability, cost of service, pricing, budgeting, review of financial data, and accounting activities such as client billing and accounts receivable. To fit our diverse team, we seek candidates who can align their experience with opportunities for career growth within the Real Estate Industry and contribute to data-driven decision-making, process improvements, and strategic initiatives. Essential Job Functions
Oversee billing accuracy and review analysis to ensure revenue is billed in accordance with contractual terms Serve as first point of contact for complex client inquiries, ensuring timely resolution and maintaining high standards of client service Manage month-end close process, including account reconciliation, journal entries, and month-end financial reporting Assist with key performance indicators (KPIs) to support data-driven decision-making across the organization Drive the design, implementation, and reporting of KPIs to support data-driven decision-making across the organization Develop and deliver various ad-hoc client deliverables and customized financial deliverables that support business development and retention Provide strategic analysis and pricing insights and financial modeling to support new service offerings and client negotiations Collaborate with accounting to research and resolve material discrepancies in financials based on operating knowledge of business and financial expertise Perform ad-hoc requests and projects to support operational and strategic business decisions as needed Collaborate on departmental initiatives including but not limited to process documentation and system implementations Exercise sound judgment and discretion in matters of significance, influencing policy and operational decisions Prepare invoices, review contracts, and apply appropriate rates Qualifications / Requirements
Bachelor's degree in Accounting/Finance preferred or equivalent combination of education and experience 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level or external equivalent 5 years of accounting work experience strongly preferred Strong written and verbal communication skills Detail-oriented, with strong interpersonal and organizational skills Analytically minded and results-driven Experience with ERP and CRM systems Strong computer skills, including advanced knowledge of Microsoft Office Compensation and Benefits
The annual full-time base salary range for this role is $65,000.00 - $110,000.00. Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full-time employees are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Equal Opportunity
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights; Workplace Discrimination is Illegal.
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AVP, Strategic Planning at SitusAMC. This role is responsible for various financial focused activities within our Servicing and Asset Management business, including forecasting, metrics/KPIs, profitability, cost of service, pricing, budgeting, review of financial data, and accounting activities such as client billing and accounts receivable. To fit our diverse team, we seek candidates who can align their experience with opportunities for career growth within the Real Estate Industry and contribute to data-driven decision-making, process improvements, and strategic initiatives. Essential Job Functions
Oversee billing accuracy and review analysis to ensure revenue is billed in accordance with contractual terms Serve as first point of contact for complex client inquiries, ensuring timely resolution and maintaining high standards of client service Manage month-end close process, including account reconciliation, journal entries, and month-end financial reporting Assist with key performance indicators (KPIs) to support data-driven decision-making across the organization Drive the design, implementation, and reporting of KPIs to support data-driven decision-making across the organization Develop and deliver various ad-hoc client deliverables and customized financial deliverables that support business development and retention Provide strategic analysis and pricing insights and financial modeling to support new service offerings and client negotiations Collaborate with accounting to research and resolve material discrepancies in financials based on operating knowledge of business and financial expertise Perform ad-hoc requests and projects to support operational and strategic business decisions as needed Collaborate on departmental initiatives including but not limited to process documentation and system implementations Exercise sound judgment and discretion in matters of significance, influencing policy and operational decisions Prepare invoices, review contracts, and apply appropriate rates Qualifications / Requirements
Bachelor's degree in Accounting/Finance preferred or equivalent combination of education and experience 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level or external equivalent 5 years of accounting work experience strongly preferred Strong written and verbal communication skills Detail-oriented, with strong interpersonal and organizational skills Analytically minded and results-driven Experience with ERP and CRM systems Strong computer skills, including advanced knowledge of Microsoft Office Compensation and Benefits
The annual full-time base salary range for this role is $65,000.00 - $110,000.00. Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full-time employees are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Equal Opportunity
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights; Workplace Discrimination is Illegal.
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