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Senior Financial Strategist

Company: Lupoli Companies
Location: Lawrence
Posted on: May 16, 2022

Job Description:

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 Lawrence, Massachusetts.
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).
Primary Responsibilities:
+ 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 affiliate negotiations.
+ Support distribution goals for the department by researching and developing innovative approaches to the affiliate sales process. Adopt new technologies; develops and evolves business practices.
+ 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 accountability.
+ 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 initiatives.
+ A Bachelor's degree in Accounting. CPA designation is strongly preferred.
+ 3+ years? experience in DCF modeling.
+ 3+ years? experience in financial analysis, strategy and/or business development.
+ 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

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