Associate Director, Finance & Planning

IFM Investors•New York, NY

About The Position

At IFM, you’re not just part of an investment company – but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that’s inclusive, accountable and collaborative. Where you’re given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team. Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. We also believe all roles are genuinely flexible at IFM – so we are happy to talk through what this might look like for you. The Role Manage the Finance functions for North America including business partnering, budgeting & forecasting, management reporting, business case analysis and ad hoc financial modelling to provide business insights.

Requirements

Experience (typically 10+ years) in corporate, and/or management accounting.
Must hold tertiary qualification in commerce, economics, finance or related field
Must hold post-graduate qualifications in CPA, CA or related field.
Detailed understanding and knowledge of IFM Investors’ investment processes.
Strong market knowledge across private markets / financial services.
Proven experience in client relationship management, with a focus on delivering strategic financial insights and building trusted partnerships.
Demonstrated leadership in motivating teams, fostering collaboration, and driving performance across finance and business functions.
Commercial acumen with a strong grasp of financial metrics and key performance drivers.
Advanced numerical and analytical skills, with the ability to interpret complex financial data.
Strong knowledge of taxation laws, accounting standards, regulatory frameworks, and governance requirements relevant to financial services.
Skilled in financial planning, budgeting, forecasting, and scenario modelling to support strategic business decisions.
Familiarity with enterprise systems such as NetSuite, Workday Adaptive Planning, and Power BI; ability to leverage technology for efficient reporting and analysis.
Comfortable working with large data and financial models to support investment and operational decision making.

Responsibilities

Support the preparation of the annual budget, business plan, and corporate forecasts for the North American operations.
Provide guidance on Finance processes and systems to the North American business.
Prepare and/or review business cases and ad hoc reports, delivering insightful financial analysis to key stakeholders in North America.
Work as a Finance Business Partner with teams across North America.
Act as a key driver of process improvement within the Corporate Finance Team
Build a physical presence of Corporate Finance in North America.
Effectively communicates complex financial information and strategic insights to senior stakeholders, ensuring clarity and facilitating informed decision-making.
Applies effective verbal, written, and presentation skills.
Exhibits advanced research and report compilation abilities.
Delivers reports, analysis, and proposals to management.
Represents the department in cross-divisional teams
Represents the North America region on behalf of Corporate Finance
Develops comprehensive departmental plans with input from Team Leaders.
Ensures resource availability for timely task completion.
Applies extensive knowledge of investment, financial markets, and products, across IFM’s core Asset Classes; Infrastructure, Debt, Listed Equities, Private Equity and Property.
Provides financial modeling support to the Product and Strategy team.
Identifies process improvement opportunities and collaborates with relevant parties to implement changes.
Conducts complex analysis and consolidates findings from junior accountants.
Provides expert advice to senior staff to resolve business issues.
Oversee and ensure the integrity of financial reporting.
Liaise with stakeholders on escalated difficulties, problems or complex products/ services
Evaluates and addresses the quality-of-service delivery within the section.
Delivers customised solutions that address complex or novel internal stakeholder/client needs to improve the overall experience
Demonstrates a client service ethic
Participates productively in team activities
Fosters teamwork through recognition and appreciation of contributions
Develops and implements innovative financial and technology solutions to enhance efficiency and drive business growth.
Contributes to continuous improvement
Actively participates in team activities.
Promotes teamwork through recognition and appreciation of contributions.