Senior Financial Strategist
Company: Lupoli Companies
Posted on: May 16, 2022
Senior Financial Strategist, Corporate
Who Are We: The Lupoli Companies is a growing integrated owner,
operator, and developer of hospitality establishments, commercial
and residential real estate properties with headquarters in
Summary: Lup o li Companies is seeking a highly motivated Senior
Financial Strategist to join our team and help support and guide
the organization in making informed business decisions with
strategic thinking and analysis along with supporting in reporting
and budgeting. One of the primary focuses will be to build a deep
business partner relationship across the organization with
stakeholders to become a trusted advisor to the business, along
with providing innovative and forward-looking suggestions. The
Senior Financial Strategist will support the business unit through
financial analysis and operating model development that will
critically analyze various initiatives and make recommendations to
senior management. In this capacity, the Senior Financial
Strategist will be an essential finance and accounting contact as
he/she will be expected to provide financial reporting insight on
assigned investment projects. The Senior Financial Strategist will
report directly to the Chief Operating Officer (COO).
+ Provide oversight and guidance from the Finance team to executive
leadership, including but not limited to oversight of capital
activity, review of monthly asset accounting, review of quarterly
fair value reporting and direct involvement in the investment
valuation and budgeting process.
+ Reviewing of investment budget submissions and investigating
budget to actual variances.
+ Coordinating with stakeholders on a variety of tasks including
the set-up of future investments and the quarterly and annual
financial statement review process.
+ Assist affiliate accounts in identifying opportunities and
creating sales proposals and term sheets for new and on-going
+ Support distribution goals for the department by researching and
developing innovative approaches to the affiliate sales process.
Adopt new technologies; develops and evolves business
+ Develop financial models for financial forecasting, ROI analysis
and scenario planning.
+ Operating with a sense of urgency and possess the ability to work
under tight deadlines with a high degree of accuracy and
+ Working with the team to coordinate the annual audit, annual tax,
and quarterly compliance, providing information as requested and
maintaining audit reports throughout the year.
+ Analyzing and researching current industry and accounting
guidance and its applicability to the company portfolio and the
accounting and reporting process.
+ Participating in special projects and duties as assigned,
including support of the company's operational due diligence
process and regulatory reporting process among other
+ A Bachelor's degree in Accounting. CPA designation is strongly
+ 3+ years? experience in DCF modeling.
+ 3+ years? experience in financial analysis, strategy and/or
+ Strong proficiency in MS Excel.
+ Must be extremely detail oriented, demonstrate a high degree of
professionalism and have the ability to work in a dynamic and
fast-paced environment with multiple priorities.
+ Competitive salary
+ Health/Dental/Life/STD/Accident insurance
+ 401k plan
+ Paid vacation and holidays
+ On-site parking & free fitness membership
Keywords: Lupoli Companies, Lawrence , Senior Financial Strategist, Accounting, Auditing , Lawrence, Massachusetts
Didn't find what you're looking for? Search again!