AVP, Strategic Planning

Join SitusAMC

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local come join our team! This role is responsible for various financial focused activities within our Servicing and Asset Management business. General responsibilities may include assisting with forecasting, metrics / KPIs, profitability, cost of service, pricing, budgeting, review of financial data, and accounting activities such as client billing and accounts receivable.

Essential Job Functions

• Oversee billing accuracy and review analysis to ensure revenue is billed in accordance with contractual terms
• Serve as first point of contact for complex client inquiries, ensuring timely resolution and maintaining high standards of client service.
• Manage month-end close process, including account reconciliation, journal entries, and month-end financial reporting
• Assist with key performance indicators (KPIs) to support data-driven decision-making across the organization.
• Drive the design, implementation, and reporting of KPIs to support data-driven decision-making across the organization
• Develop and deliver various ad-hoc client deliverables and customized financial deliverables that support business development and retention.
• Provide strategic analysis and pricing insights and financial modeling to support new service offerings and client negotiations.
• Collaborate with accounting to research and resolve material discrepancies in financials based on operating knowledge of business and financial expertise.
• Perform ad-hoc requests and projects to support operational and strategic business decisions as needed
• Collaborate on departmental initiatives including but not limited to process documentation and system implementations
• Exercise sound judgment and discretion in matters of significance, influencing policy and operational decisions.
• Perform other strategic duties as assigned by senior leadership

Qualifications / Requirements

Bachelor's degree in Accounting / Finance preferred or equivalent combination of education and experience. Experienced professional with 5+ years of industry and / or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent. 5 years of accounting work experience strongly preferred. Strong written and verbal communication skills. Detail-oriented, with strong interpersonal and organizational skills. Analytically minded and results-driven. Experience with ERP and CRM systems. Strong computer skills, including advanced knowledge of Microsoft Office