Director, VIM Finance

Description

• Work with team on major quarterly, annual and ad hoc investor meeting materials and presentations including Ventas board materials
• Develop and review long-term forecasts used in appraisals ensuring the latest leasing / occupancy, rate and capital need assumptions are reasonable for accurate appraisals
• Responsible for all FP&A activity including internal Ventas’s budget and reforecast and annual investor budget requirements
• Review of financial and investor reporting drawing on industry experience in process to ensure compliance with venture and investor compliance
• Support portfolio management in various areas such valuation review, capital raising / investor presentations/meetings, and answering investor questions
• Develop financing models and financials analysis supporting financing activity including impact on each venture and Ventas
• Support VIM CFO in capital planning; equity / debt funding sources, maturity profile, interest rate risk, etc.
• Manage the Fund’s credit facility compliance including reviewing covenant calculations and entity compliance
• Work closely with the Capital Markets team, taking ownership of the following:
• Manage investor capital calls, redemption queue, compliance, transfers and related documentation
• Drive continuous improvement within the team through process and technology enhancement projects
• Manage cash position and distributions across ventures
• Work with VIM accounting team on complex and high-profile transactions to support and review proper legal and accounting treatment
• Covenant compliance review and forecasted compliance including working with asset management on changing leasing assumptions and their implications

Requirements

• Streamlined team allows for constant interaction across all VIM activities, ability to suggest additional projects and become responsible for executing them
• High energy, positive attitude, and ability to manage multiple deadlines, competing priorities, and pressure with minimal supervision.
• Prior fund or private equity experience with extensive experience managing reporting and compliance in accordance with technical guidance, joint venture agreements and debt agreements
• Excellent interpersonal skills, with the ability to interact professionally across all levels of the organization, including senior management and joint venture partners.
• Must be located in the Chicago, IL, Louisville, KY, or New York, New York surrounding area or willing to relocate for the duration of employment.
• Strong track record of success in dynamic, fast-paced environments requiring flexibility, accuracy, and attention to detail.
• Proficiency in Microsoft Excel, PowerPoint, financial analysis software, and related tools.
• Experience with Yardi, Longview Close, and/or Vena is a plus.
• Forward-thinking leader with the ability to drive change, improve processes, create efficiencies, and deliver results to business partners.
• Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
• Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
• Proven ability as a team player, self-starter, and independent thinker with sound judgment and logical reasoning.
• CPA designation with 10+ years of relevant professional accounting experience in financial services, private equity, or a top-tier accounting firm, with specialization in investment partnerships, hedge fund of funds, mutual funds, or private equity.
• Bachelor’s degree in Accounting or Finance.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance