Finance and Investment Manager

The Keller Group is seeking a Finance and Investment Manager to join a dynamic team in Phoenix. This role is pivotal in managing investment activities, conducting financial analyses, and overseeing accounting functions. The ideal candidate will possess strong analytical and accounting skills, with some experience in investment and risk analysis. You will work closely with senior management and deal teams, providing essential support throughout all phases of financial analysis and decision-making.

Accounting-Related Responsibilities:

• Day-to-Day Accounting: Manage all accounting functions including accounts payable, accounts receivable, profit and loss management, balance sheet management, investor reporting, and budgeting using QuickBooks and coordinating with a third-party bookkeeping vendor.
• Vendor Coordination: Collaborate with third-party vendors on tax preparation, K-1 distribution, and tax planning.
• Financial Data Management: Oversee the accumulation, consolidation, and projection of financial data to ensure accurate accounting of consolidated business results.
• Investor Distributions: Prepare quarterly investor distributions, including waterfall calculations, carried interest, and incentive fees using AppFolio IM Software.

Investment-Related Responsibilities:

• Investment Budgeting and Proformas: Develop and manage investment budgets and proformas in collaboration with the business development team.
• Deal-Level Analysis: Conduct detailed analyses, including cash flow analysis, cost basis analysis, and IRR (Internal Rate of Return) analysis for individual deals and client-specific needs.
• Risk Identification: Identify and quantify risk factors for potential investments, ensuring a thorough approach while summarizing findings in an easily understandable manner.
• Risk and Budget Forecasts: Prepare comprehensive risk analyses, budget forecasts, and investment projections to support strategic decision-making.
• Underwriting Support: Assist senior management and deal teams throughout the underwriting and financial analysis process.
• Cash Flow Analysis: Evaluate ROI, IRR, and profitability of new and existing investments through detailed cash flow model analysis.

Ideal Candidate:

• Education: Bachelor’s degree in finance or accounting, business, or a related field.
• Experience: Minimum of 5 years of relevant experience in accounting, investment analysis, and risk assessment.
• Skills: Proficiency in Excel, financial modeling, QuickBooks, and AppFolio IM Software.
• Analytical Ability: Strong analytical skills with an ability to translate complex financial data into clear, actionable insights.
• Work Environment: Comfortable working in a start-up atmosphere with a wide range of responsibilities and adapting to evolving deadlines and challenges.
• Communication: Experience interacting with C-level executives and the ability to work both independently and as part of a team.
• Work Ethic: Demonstrates high ownership of work product, dedication to results, and commitment to delivering accurate, high-quality work.

If you are a proactive, detail-oriented individual with a passion for finance and investment management, and thrive in a fast-paced, evolving environment, we encourage you to apply for this exciting opportunity.