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Ventas, Inc. · 1 week ago

Director, VIM Finance

New York, NY

Full-time

Hybrid

Senior Level, Lead/Staff

$180K/yr - $240K/yr

10+ years exp

Ventas, Inc. is a leading S&P 500 real estate investment trust focused on the longevity economy. The Director, VIM Finance will support the Ventas Investment Management team in enhancing financial processes, controls, reporting, and operations for the Fund and other joint ventures.

Financial ServicesHealth CareReal EstateReal Estate Investment

No H1B

Responsibilities

Support VIM CFO in capital planning; equity / debt funding sources, maturity profile, interest rate risk, etc

Manage investor capital calls, redemption queue, compliance, transfers and related documentation

Responsible for all FP&A activity including internal Ventas’s budget and reforecast and annual investor budget requirements

Review of financial and investor reporting drawing on industry experience in process to ensure compliance with venture and investor compliance

Work with VIM accounting team on complex and high-profile transactions to support and review proper legal and accounting treatment

Manage cash position and distributions across ventures

Work closely with the Capital Markets team, taking ownership of the following

Covenant compliance review and forecasted compliance including working with asset management on changing leasing assumptions and their implications

Develop financing models and financials analysis supporting financing activity including impact on each venture and Ventas

Develop and review long-term forecasts used in appraisals ensuring the latest leasing / occupancy, rate and capital need assumptions are reasonable for accurate appraisals

Support portfolio management in various areas such valuation review, capital raising / investor presentations/meetings, and answering investor questions

Work with team on major quarterly, annual and ad hoc investor meeting materials and presentations including Ventas board materials

Manage the Fund’s credit facility compliance including reviewing covenant calculations and entity compliance

Drive continuous improvement within the team through process and technology enhancement projects

Streamlined team allows for constant interaction across all VIM activities, ability to suggest additional projects and become responsible for executing them

Qualification

CPA designationFinancial services experiencePrivate equity experienceFinancial analysis softwareMicrosoft ExcelInterpersonal skillsTeam playerAttention to detailAdaptabilityPositive attitude

Required

Bachelor's degree in Accounting or Finance

CPA designation with 10+ years of relevant professional accounting experience in financial services, private equity, or a top-tier accounting firm, with specialization in investment partnerships, hedge fund of funds, mutual funds, or private equity

Prior fund or private equity experience with extensive experience managing reporting and compliance in accordance with technical guidance, joint venture agreements and debt agreements

Must be located in the Chicago, IL, Louisville, KY, or New York, New York surrounding area or willing to relocate for the duration of employment

Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations

Proven ability as a team player, self-starter, and independent thinker with sound judgment and logical reasoning

Strong track record of success in dynamic, fast-paced environments requiring flexibility, accuracy, and attention to detail

Forward-thinking leader with the ability to drive change, improve processes, create efficiencies, and deliver results to business partners

High energy, positive attitude, and ability to manage multiple deadlines, competing priorities, and pressure with minimal supervision

Excellent interpersonal skills, with the ability to interact professionally across all levels of the organization, including senior management and joint venture partners

Proficiency in Microsoft Excel, PowerPoint, financial analysis software, and related tools

Must be legally authorized to work in the United States without need for employer sponsorship now or in the future