Director, VIM Finance

Overview

Lead finance, FP&A, capital planning, reporting and compliance for VIM fund and JVs

Key Responsibilities

• financial modeling
• cash management
• covenant compliance
• budgeting
• reporting
• forecasting

Tasks

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

Requirements

• cpa
• excel
• powerpoint
• yardi
• private equity
• bachelors

What You Bring

-Proficiency in Microsoft Excel, PowerPoint, financial analysis software, and related tools. -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. -Proven ability as a team player, self-starter, and independent thinker with sound judgment and logical reasoning. -Strong track record of success in dynamic, fast-paced environments requiring flexibility, accuracy, and attention to detail. -High energy, positive attitude, and ability to manage multiple deadlines, competing priorities, and pressure with minimal supervision. -Excellent interpersonal skills, with the ability to interact professionally across all levels of the organization, including senior management and joint venture partners. -Experience with Yardi, Longview Close, and/or Vena is a plus. -Bachelor’s degree in Accounting or Finance. -Forward-thinking leader with the ability to drive change, improve processes, create efficiencies, and deliver results to business partners. -Streamlined team allows for constant interaction across all VIM activities, ability to suggest additional projects and become responsible for executing them -Prior fund or private equity experience with extensive experience managing reporting and compliance in accordance with technical guidance, joint venture agreements and debt agreements

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About Ventas, Inc.

-Over 25 years, it assembled a portfolio across North America and the UK, including ~1,400 properties across four key asset types. -Its outpatient medical and research campuses span ~22 million sq ft. -In its triple‑net healthcare holdings, it provides roughly 10,000 beds and 2.4 million patient days each year. -Through its institutional private capital platform, it manages $5 billion in third‑party assets.

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