Senior Manager, Real Estate Finance

Fidelity Investments • Boston, MA

4d • $89,000 - $180,000

About The Position

Pembroke is seeking a highly motivated, proactive individual to join its Global Finance Team. Reporting to the Senior Vice President of Finance, the Senior Manager will oversee consolidated financial planning and analysis for Pembroke’s global portfolio and management company. The role supports annual budgeting and multi-year planning, develops and maintains standardized reporting, monitors and reports KPIs, prepares cash forecasts, and provides ad-hoc analyses to support timely decision-making.

The position calls for strong analytical skills, experience working with disparate datasets, and the ability to communicate financial insights clearly across channels and geographies. The successful candidate is expected to demonstrate Pembroke’s values of striving for excellence, acting with integrity, collaborating, and pursuing continuous improvement.

Responsibilities span financial planning and forecasting, cash management and governance, investor reporting, portfolio valuation and analytics, and finance systems and data ownership. The role partners with regional finance and corporate accounting, investment, asset management, tax, legal, and development teams, as well as local market teams and managed service providers.

Requirements

• Undergraduate degree in Business, Accounting, Finance, Economics, or equivalent.
• At least 5 years of work experience in finance and accounting, FP&A, or a similar role; commercial real estate industry experience is preferred.
• Proficiency with financial, presentation, modeling, and data visualization tools, including Excel, PowerPoint, Oracle PBCS, Anaplan, Thinkcell, Tableau, and SQL.
• Strategic problem-solving skills, including the ability to break down issues, take an end-to-end view, and propose alternative solutions.
• Strong organizational and prioritization skills, a collaborative approach, and the ability to work independently and meet deadlines across multiple offices and time zones.
• Self-motivated work ethic and ability to conduct oneself according to the company’s core values.
• Strong written, verbal, and presentation communication skills.

Nice To Haves

• MBA or advanced degree.
• Commercial real estate industry experience.
• Familiarity with real estate tools such as Yardi, MRI, or Argus Enterprise.

Responsibilities

• Coordinate and support annual budgeting, rolling forecasts, and multi-year business planning for Pembroke’s managed portfolio and management company.
• Review budget-to-actual and reforecast variances, identifying key drivers and risks.
• Consolidate asset-level and investment-level business plans into fund- and investor-level views for senior management and investors.
• Document and update FP&A workstreams.
• Manage and produce monthly, quarterly, and annual portfolio cash flow forecasts, and coordinate funding and distribution events with regional finance and corporate accounting teams.
• Review and analyze differences between projected and actual cash balances, identifying timing and key drivers.
• Track governance approvals, funding limits, and investor approval requirements against forecasts and actuals.
• Set and monitor annual operational funding budgets and escalate approvals as needed.
• Support preparation of investor materials, including President’s Letters, board packages, and advisory board presentations.
• Maintain and monitor key performance indicators across assets and investor portfolios.
• Lead consolidation, validation, and communication of investor budgets, cash plans, and funding trackers.
• Respond to ad-hoc investor and management requests with clear, decision-oriented analysis.
• Support and lead aspects of the quarterly portfolio valuation process in partnership with local market teams.
• Conduct portfolio-level scenario analysis, event stress testing, and returns analysis.
• Review and validate assumptions underlying asset plans, including operating income, capital expenditures, and timing.
• Support investment planning initiatives, including long-term planning exercises of 10 years or more.
• Partner with investment, asset management, tax, legal, and development teams on cross-functional initiatives.
• Support the VP of Finance with ad-hoc financial reporting and analytical tasks as needed.
• Lead business-side administration of FP&A and portfolio systems, including PBCS and related BI tools.
• Support data integrity across systems, ensure accurate feeds from Yardi, Argus, and other source platforms, validate underlying data, and resolve upstream data issues.
• Manage system enhancements and upgrades, issue resolution, version control, and coordination with managed service providers.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources for career development.
• Depending on position and eligibility, bonus or other variable compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior