Job Description
Location : On-site in Irvine, CA (5 days / week)
Type : Contract, 3–6 months (possibility of extension)
Start : ASAP
A multi-billion real estate owner-operator is engaging a seasoned FP&A consultant to stabilize and elevate leasing revenue forecasting, planning, and reporting ahead of two incoming full-time hires. You’ll lead process improvements and system optimization across MRI, Argus, and Salesforce to create a scalable, well-documented planning engine for the office portfolio.
What You’ll Do
- System Optimization (MRI, Argus, Salesforce) : Diagnose manual workarounds, streamline reconciliations, and integrate data flows (e.g., MRI rent rolls → Argus planning → Salesforce leasing data). Align occupancy / lease activity with financial planning; limited touchpoints with SAP for financials.
- Leasing Planning & Forecasting : Upgrade quarterly forecasts and annual budgets; build durable, auditable models and documentation. Reduce single-point-of-failure risk by distributing ownership and standardizing workflows.
- Enhanced Reporting & Insights : Refine Excel-based leasing and revenue reports so asset leaders can read beyond raw stats—support storytelling with clear visuals, variance analysis, and driver-based insights.
- Change Enablement : Create clean file structures, backup documentation for assumptions, and pragmatic SOPs so the future team can scale confidently.
What You’ll Bring
Senior-level FP&A leadership in commercial real estate with deep lease knowledge (clauses, options, step-ups, free rent, TI / LC, expirations, and occupancy dynamics).Hands-on expertise with MRI (required), Argus (required), and Salesforce (required), plus advanced Excel for large datasets (index / match / xlookup, pivots, model hygiene).Proven record of process improvement : mapping workflows, eliminating manual transfers, improving controls, and documenting assumptions.Strong communication and an independent, proactive working style; comfortable advising executives and translating complex details into clear recommendations.Nice to Have
Familiarity with SAP for financials (limited role in this project).Experience building driver-based models, scenario analysis, and executive dashboards.Prior work standing up planning processes during team transitions or rapid growth.Why This Project
Immediate, high-impact mandate to upgrade lease-driven forecasting and reporting for a sizable office portfolio.Green-light to fix what’s broken—not just operate it : simplify, document, and future-proof core processes for incoming hires.Work shoulder-to-shoulder with senior leadership in a high-visibility engagement.