AJ Capital Partners
Associate, Treasury and Financial Planning & Analysis
AJ Capital Partners, Chicago, Illinois, United States, 60290
Description
Reports to:
SVP, Finance Location:
Chicago, IL This role will be performed onsite in the Chicago office. Adventurous Journeys Capital Partners (“AJCP”) is seeking a Treasury and Financial Planning & Analysis (“FP&A”) Associate to support the firm’s growth by driving the cash and liquidity management and financial reporting, planning, and analysis function in partnership with the Accounting and Finance teams. ABOUT AJ Capital Partners AJCP is a vertically integrated real estate investment manager anchored by the core principles of hospitality, placemaking, and residentially inspired design. Founded in 2008, AJCP is headquartered in Nashville, TN, with offices in Chicago, Miami, San Francisco, New York and New Orleans. With over $5.3 billion in current real estate investments, AJCP’s deeply-rooted hospitality experience has transpired to other mixed-use real estate including single-family housing, inspired office, retail, music venue and multi-family developments. Today, AJCP has grown to oversee approximately 120 in-house employees including investment, development, design, asset management, portfolio management and accounting professionals, each with diverse competencies and real estate-related skill sets. AJCP believes this vertical integration produces significant value-add efficiencies and increased investment opportunities through an expanded industry network. For more information on AJCP, please visit
www.ajcpt.com . ABOUT THE ROLE The Treasury and FP&A Associate will spearhead enhancements and streamlining to AJCP’s cash management, financial planning, forecasting, and analysis to drive executive-level decision making and support AJCP’s growth. This role will assist in the oversight of AJCP’s cash and liquidity position, cash flow forecasting, financial reporting and analysis, working capital management, and other special projects and analyses as assigned. WHAT YOU WILL DO Monitor and assist in the management and optimization of AJCP's cash and liquidity position across all corporate entities. Prepare cash forecasts, budget and forecast reconciliations and analysis of variances, KPI dashboards, and management flash reports. Assist in the preparation of divisional and business unit P&L to evaluate investment opportunities, construct business cases, and facilitate decision-making to drive growth and profitability. Collaborate with the Accounting and Finance teams to provide financial and business expertise to facilitate the timely generation, synthesis, and distribution of accurate financial reports for management and lenders. Prepare and analyze overhead and fund allocations, including between business units, departments, fund platforms, and individual funds. Analyze overhead costs for business units and funds, including regular vendor review. Help identify and implement new processes, standardized best practices, technologies, tools, and internal controls to help AJCP scale efficiently and mitigate risks. Perform any additional responsibilities that may be required to support AJCP's growth and scaling. WHO YOU ARE AJCP is seeking a highly-motivated individual who enjoys working in a fast-paced, but disciplined, entrepreneurial environment. The ideal candidate will have experience as a leader in a private equity firm or investment advisor with a demonstrated ability to drive organization-wide decision making by providing teams with clear, useful, and timely financial insights. This role also requires the following capabilities: Ability to clearly and effectively communicate with senior executives, investors, lenders, and other external stakeholders. Critical thinker who thrives in solving complex problems beyond their comfort zone. Meticulous attention to detail and the highest standards for accuracy, timeliness, and precision. Demonstrated ability to collaborate with others and lead cross-functional project teams. Ability to deal effectively with ambiguities and manage multiple projects through completion, often under tight deadlines, with competing priorities and minimal supervision. A technology-forward approach to problem solving and execution of growth initiatives. YOUR QUALIFICATIONS Required 3+ years of progressive finance and accounting experience. Bachelors' degree in Finance, Accounting, Economics or similar field. Preferred Experience in financial planning, reporting and analysis function. Experience in treasury management function. Experience at real estate investment management firm, private equity firm, or investment bank. An advanced degree, such as a Masters of Business Administration / MBA or Masters of Accountancy / MAC. Equal Employment Opportunity: AJCP is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.
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SVP, Finance Location:
Chicago, IL This role will be performed onsite in the Chicago office. Adventurous Journeys Capital Partners (“AJCP”) is seeking a Treasury and Financial Planning & Analysis (“FP&A”) Associate to support the firm’s growth by driving the cash and liquidity management and financial reporting, planning, and analysis function in partnership with the Accounting and Finance teams. ABOUT AJ Capital Partners AJCP is a vertically integrated real estate investment manager anchored by the core principles of hospitality, placemaking, and residentially inspired design. Founded in 2008, AJCP is headquartered in Nashville, TN, with offices in Chicago, Miami, San Francisco, New York and New Orleans. With over $5.3 billion in current real estate investments, AJCP’s deeply-rooted hospitality experience has transpired to other mixed-use real estate including single-family housing, inspired office, retail, music venue and multi-family developments. Today, AJCP has grown to oversee approximately 120 in-house employees including investment, development, design, asset management, portfolio management and accounting professionals, each with diverse competencies and real estate-related skill sets. AJCP believes this vertical integration produces significant value-add efficiencies and increased investment opportunities through an expanded industry network. For more information on AJCP, please visit
www.ajcpt.com . ABOUT THE ROLE The Treasury and FP&A Associate will spearhead enhancements and streamlining to AJCP’s cash management, financial planning, forecasting, and analysis to drive executive-level decision making and support AJCP’s growth. This role will assist in the oversight of AJCP’s cash and liquidity position, cash flow forecasting, financial reporting and analysis, working capital management, and other special projects and analyses as assigned. WHAT YOU WILL DO Monitor and assist in the management and optimization of AJCP's cash and liquidity position across all corporate entities. Prepare cash forecasts, budget and forecast reconciliations and analysis of variances, KPI dashboards, and management flash reports. Assist in the preparation of divisional and business unit P&L to evaluate investment opportunities, construct business cases, and facilitate decision-making to drive growth and profitability. Collaborate with the Accounting and Finance teams to provide financial and business expertise to facilitate the timely generation, synthesis, and distribution of accurate financial reports for management and lenders. Prepare and analyze overhead and fund allocations, including between business units, departments, fund platforms, and individual funds. Analyze overhead costs for business units and funds, including regular vendor review. Help identify and implement new processes, standardized best practices, technologies, tools, and internal controls to help AJCP scale efficiently and mitigate risks. Perform any additional responsibilities that may be required to support AJCP's growth and scaling. WHO YOU ARE AJCP is seeking a highly-motivated individual who enjoys working in a fast-paced, but disciplined, entrepreneurial environment. The ideal candidate will have experience as a leader in a private equity firm or investment advisor with a demonstrated ability to drive organization-wide decision making by providing teams with clear, useful, and timely financial insights. This role also requires the following capabilities: Ability to clearly and effectively communicate with senior executives, investors, lenders, and other external stakeholders. Critical thinker who thrives in solving complex problems beyond their comfort zone. Meticulous attention to detail and the highest standards for accuracy, timeliness, and precision. Demonstrated ability to collaborate with others and lead cross-functional project teams. Ability to deal effectively with ambiguities and manage multiple projects through completion, often under tight deadlines, with competing priorities and minimal supervision. A technology-forward approach to problem solving and execution of growth initiatives. YOUR QUALIFICATIONS Required 3+ years of progressive finance and accounting experience. Bachelors' degree in Finance, Accounting, Economics or similar field. Preferred Experience in financial planning, reporting and analysis function. Experience in treasury management function. Experience at real estate investment management firm, private equity firm, or investment bank. An advanced degree, such as a Masters of Business Administration / MBA or Masters of Accountancy / MAC. Equal Employment Opportunity: AJCP is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.
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