Vice President, FP&A - Portfolio Companies
Los Angeles, CAPortfolio Co Shared Services Portfolio Co Support Services /Full Time /On-sitePOSITION PURPOSE:
The Vice President of Financial Planning and Analysis (FP&A) at CIM Group will be responsible for working for portfolio companies, providing support and strategic partnership around financial planning and analysis and may include acting in a strategic planning role for a specific portfolio company.
This role will report into CIM's head of Corporate Development & FP&A and will work closely with our portfolio companies' leaders along with others at CIM including the Investment team.
This role will be highly involved with portfolio company strategic planning, transactions including acquisitions, dispositions, financial structuring and valuation advisory and, based on the needs of CIM's portfolio companies, will be engaged to support.
Essential Functions:
Perform detailed financial analysis including discounted cash flow models, comprehensive pro-forma merger model analysis and manage corporate financial models.
Lead presentations of internal financial reporting and analysis, including asset management reports to senior leadership team, investor relations, and finance and accounting.
Partner with the executive management team to facilitate strategic planning and analysis.
Provide transaction support as needed (e.
g.
, review underwriting/term sheets, fulfill diligence requests, etc.
).
Provide actionable insights to optimize operational efficiency and enhance profitability.
Evaluate potential acquisitions, dispositions, and development projects.
Builds, reviews, and presents ad-hoc reports and analyses for fundraising documents, investor requests, and senior management as neededEDUCATION/EXPERIENCE REQUIREMENTS:
(including certification, licenses, etc.
)Bachelor's degree in Finance, Accounting, or related field.
10
years of progressive financial management, investment banking, strategy consulting corporate development, private equity and/or Big 4 transaction services.
Transaction execution and valuation experience (M&A) required.
Strategic planning experience preferred.
Experience with NetSuite and Yardi forecasting preferred.
CFA, MBA preferred.
KNOWLEDGE, SKILLS AND ABILITIES:
Excellent communication and presentation skills, with the ability to convey financial concepts to both financial and non-financial stakeholders.
In-depth knowledge of the energy and power & infrastructure or industrial sectors, trends, and regulations.
First hand experience in Private Equity and Venture Capital Space Mastery of key investment metrics (IRR, ROI, etc.
).
Complex financial modeling.
Extensive knowledge of GAAP accounting principlesWhat CIM offersCIM offers an enriched benefits program as well as a wide range of resources for eligible employees to thrive both inside and outside of work.
Some of our benefits include:
Medical, dental, and vision Company-subsidized Health Savings Account Company paid life & disability Pre-tax savings accounts 401(k) match Competitive vacation policy Additional voluntary benefits Paid time off for community service Paid Parental Leave:
Up to 12 weeksActual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget.
The start of the salary range is typically associated with the minimum experience required.
At CIM, base pay is one part of the total compensation package.
This role is eligible for bonus pay in addition to base salary.
The anticipated base salary range for the position in Los Angeles is $205,000- $285,000.
HOW WE FEEL ABOUT DIVERSITY, EQUITY, AND INCLUSION:
CIM Group is committed to bringing together humans from different backgrounds and perspectives, providing employees with a safe and welcoming work environment free of discrimination and harassment.
We strive to create a diverse & inclusive environment where everyone can thrive, feel a sense of belonging, and do impactful work together.
As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability , age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.
We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace.
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws.
A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group.
Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
#LI-BL1CIM does not accept unsolicited resumes from Agencies.
Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid.
If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
The Vice President of Financial Planning and Analysis (FP&A) at CIM Group will be responsible for working for portfolio companies, providing support and strategic partnership around financial planning and analysis and may include acting in a strategic planning role for a specific portfolio company.
This role will report into CIM's head of Corporate Development & FP&A and will work closely with our portfolio companies' leaders along with others at CIM including the Investment team.
This role will be highly involved with portfolio company strategic planning, transactions including acquisitions, dispositions, financial structuring and valuation advisory and, based on the needs of CIM's portfolio companies, will be engaged to support.
Essential Functions:
Perform detailed financial analysis including discounted cash flow models, comprehensive pro-forma merger model analysis and manage corporate financial models.
Lead presentations of internal financial reporting and analysis, including asset management reports to senior leadership team, investor relations, and finance and accounting.
Partner with the executive management team to facilitate strategic planning and analysis.
Provide transaction support as needed (e.
g.
, review underwriting/term sheets, fulfill diligence requests, etc.
).
Provide actionable insights to optimize operational efficiency and enhance profitability.
Evaluate potential acquisitions, dispositions, and development projects.
Builds, reviews, and presents ad-hoc reports and analyses for fundraising documents, investor requests, and senior management as neededEDUCATION/EXPERIENCE REQUIREMENTS:
(including certification, licenses, etc.
)Bachelor's degree in Finance, Accounting, or related field.
10
years of progressive financial management, investment banking, strategy consulting corporate development, private equity and/or Big 4 transaction services.
Transaction execution and valuation experience (M&A) required.
Strategic planning experience preferred.
Experience with NetSuite and Yardi forecasting preferred.
CFA, MBA preferred.
KNOWLEDGE, SKILLS AND ABILITIES:
Excellent communication and presentation skills, with the ability to convey financial concepts to both financial and non-financial stakeholders.
In-depth knowledge of the energy and power & infrastructure or industrial sectors, trends, and regulations.
First hand experience in Private Equity and Venture Capital Space Mastery of key investment metrics (IRR, ROI, etc.
).
Complex financial modeling.
Extensive knowledge of GAAP accounting principlesWhat CIM offersCIM offers an enriched benefits program as well as a wide range of resources for eligible employees to thrive both inside and outside of work.
Some of our benefits include:
Medical, dental, and vision Company-subsidized Health Savings Account Company paid life & disability Pre-tax savings accounts 401(k) match Competitive vacation policy Additional voluntary benefits Paid time off for community service Paid Parental Leave:
Up to 12 weeksActual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget.
The start of the salary range is typically associated with the minimum experience required.
At CIM, base pay is one part of the total compensation package.
This role is eligible for bonus pay in addition to base salary.
The anticipated base salary range for the position in Los Angeles is $205,000- $285,000.
HOW WE FEEL ABOUT DIVERSITY, EQUITY, AND INCLUSION:
CIM Group is committed to bringing together humans from different backgrounds and perspectives, providing employees with a safe and welcoming work environment free of discrimination and harassment.
We strive to create a diverse & inclusive environment where everyone can thrive, feel a sense of belonging, and do impactful work together.
As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability , age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.
We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace.
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws.
A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group.
Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
#LI-BL1CIM does not accept unsolicited resumes from Agencies.
Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid.
If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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