Overview
This role supports the Field Operations team as a key resource and liaison for Zone Points of Contact, providing guidance and coordination on budgeting and lease activities. Responsibilities include overseeing the General Office and Zone budgeting process, assisting with the Agency Meetings budget, responding to inquiries and resolving issues, coordinating with internal and external business partners, monitoring key deliverables and deadlines, and providing ongoing reporting and analysis to support effective decision-making and timely completion of Field Operations initiatives.
Responsibilities
- Oversee the General Office occupancy budgeting process, including review of landlord ledgers, SNDA’s, and Tenant Estoppel Certificates.
- Partner with the Zones, Jones Lang LaSalle, Real Estate, and OGC on lease activity.
- Participate in bi-weekly lease-status calls.
- Oversee monthly rent and operating expense payments and analysis.
- Review Zone rent projections.
- Monitor the One View Leasing Admin system to ensure lease documentation remains current.
- Oversee General Office and Zone budgets by building budgets with the Zones and ensuring monthly expenses track in line with budget.
- Support Zone Reviews of processes and record keeping related to travel expense reimbursements, p-card purchases, Discretionary Account spending, and the lease process.
- Identify issues, work with the team to develop remediation plans as needed, and report progress.
- Assist with Agency Meetings budgets by partnering with Corporate Events to build budgets for Council and Partner Meetings, ensuring accuracy of meeting charges and tracking to budgets.
- Support ad-hoc projects as needed.
- Communicate directly with Agency Home Office and Field management, personnel at all levels, vendors, and consultants.
Requirements
- Strong financial and analytical skills.
- Excellent oral and written communication skills.
- Proficiency with Anaplan and Tableau; experience with SAP.
- 5-10 years of financial experience required.
- Ability to work effectively with all levels of Agency and Field experience management in the Home Office and field, as well as other departments.
- Ability to develop close working relationships across divisions and departments.
- FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting is required.
Compensation & Benefits
- Salary Range: $119,000-$170,000
- Discretionary bonus eligible: Yes
- Sales bonus eligible: No
- Overtime eligible: Exempt
- Actual base salary will be determined based on several factors including individual’s experience, skills, qualifications, and job location.
- Employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
- Benefits include a full package of benefits with leave programs, adoption assistance, and student loan repayment programs.
Location
Job Details
- Job Requisition ID: 94895
- Job Level: LEVELPF5