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Kohan Retail Investment Group · 2 hours ago

Manager Financial Planner & Analyst

Great Neck, NY

Full-time

Onsite

Mid, Senior Level

3+ years exp

Kohan Retail Investment Group is seeking a Manager Financial Planner & Analyst to lead budgeting and financial forecasting efforts. The role involves managing financial models, advising on acquisitions, and mentoring junior associates while ensuring best-in-class analytics.

Retail

H1B Sponsor Likely

Hiring Manager

Joseph Saponaro

Responsibilities

Lead annual budget, quarterly re-forecast, and three-year strategic plan across property-level and corporate SG&A lines

Take ownership of management-level decisions, including integrating acquisition pipelines, disposition timing, and cap-ex programs into consolidated cash-flow forecasts

Translate GAAP results to lender covenant packages (DSCR, fixed-charge coverage)

Present monthly Red-Amber-Green variance reviews with actionable remediation plans

Run portfolio-level scenario models (non-local management decisions): refinance vs. sale, cap-ex deferral vs. phased spend, dividend capacity

Make decisions regarding asset debt based on the analysis of the impact of market-wide cap-rate shifts and interest-rate curves on Net Asset Value and leverage metrics

Advise the Management Team on optimal deployment of acquisition

Standardize forecasting templates for the team to use; implement rolling-forecast methodology and zero-based budgeting discipline

Manage the automation of data feeds from Yardi and AppFolio into the data warehouse

Oversee integrity checks

Supervise, guide, and mentor junior associates; drive a culture of continuous improvement and best-in-class analytics

Work on Financial modeling using Excel (VBA), debt structuring, and waterfall mechanics; Power BI for KPI dashboards and portfolio analytics; Acquisition underwriting models (IRR, equity multiple, DCR, yield on cost) and granular cash flow models with CAM, abatements, and breakpoints; Market rent, sales comps, lease-roll analysis, and re-tenanting pro-formas; Use Property Management Software -Yardi and AppFolio, and QuickBooks; Preparing financial models, investment memos, and presentations for lenders and investors

Other similar duties as assigned

Qualification

Financial modelingPower BIDebt structuringAcquisition underwritingProperty Management SoftwareExcel (VBA)Continuous improvementPresentation skillsMentoring

Required