Senior Portfolio Analyst

Job Description

Job Description

The Signorelli Company is a vertically integrated, diversified development company based in The Woodlands, TX. As one of the largest privately held development companies in Texas, Signorelli has more than 30 years of experience in all aspects of real estate development including retail, mixed-use, multifamily, office, healthcare, land development and single-family homes. 

The Senior Portfolio Analyst reports on the enterprise as an investment company that owns and oversees a portfolio of operating divisions in the real estate development business.

Each division has its own VP of Finance who owns the day-to-day inputs, modeling, and analysis at the division level; this position defines how the divisions report up, aggregates and consolidates their submissions, and presents the results in an investment-company fashion — focused on portfolio returns, capital deployed, available cash to deploy, liquidity, and other holdings-level metrics — for the CEO, CFO, ownership, lenders, and outside investors.

Work Location: On-site – The Woodlands, Texas

ESSENTIAL DUTIES

• Design and roll out the corporate templates and assumptions used across the company for forecasting, capital planning, liquidity, fair value, and investment performance reporting.
• Establish a clear reporting calendar and submission framework that the divisions execute against.
• Own and enhance corporate FP&A and reporting tools (e.g., Excel, AI, Vena, BI tools) used to collect division submissions and present consolidated results.
• Identify and implement process improvements that reduce manual work, shorten cycle times, and increase the reliability of forecasts and investment reporting.

Consolidated Forecasting & Planning

• Lead the monthly and quarterly corporate forecast process — calendar, deliverables, and review cadence with division VPs of Finance. 
• Own the consolidated forecasting model that rolls up division submissions into corporate forecasts; the divisions own their underlying inputs and modeling.
• Coordinate the long-range plan (LRP) and annual plan at the holdings level.
• Establish the scenario framework and assumption sets (downside, base, upside) used across divisions to assess the impact of changes in absorption, pricing, construction costs, interest rates, and capital markets on portfolio returns and deployable capital.

Holdings Company Aggregation & Investment Reporting

• Aggregate and translate division results into single investment-company view of the enterprise with clear narratives and recommended actions.
• Track and analyze investment returns at the asset, project, entity, division, and consolidated holdings levels.
• Build and maintain a portfolio dashboard presenting division performance, capital deployed, capital returned, fair value movements, and key return metrics in a format suitable for an investment committee or board.

• Define the fair value templates and methodologies used across the company; coordinate with division VPs of Finance to gather inputs and supporting evidence. Run the process and communicate with Auditor.

Liquidity & Cash Deployment Reporting

• Define the liquidity and cash forecasting templates that each division populates; aggregate submissions into a consolidated, forward-looking view of available cash to deploy, sources and uses of capital, funding gaps, and timing of capital needs across the portfolio.
• Partner with Treasury and Accounting to maintain the consolidated capital plan, including debt, equity, and internal capital allocation across divisions.
• Build and maintain real-time liquidity dashboard.
• Support new financing and refinancing decisions by modeling structures, covenants, pricing, and return impacts at the entity, division, and holdings level.

ADDITIONAL RESPONSIBILITIES

• Perform ad hoc analysis and special projects for the CEO and CFO including strategic initiatives and new investment opportunities.
• Support system implementations and enhancements related to planning, reporting, capital management, and investment analytics.
• Other duties and projects as assigned.

SUPERVISORY RESPONSIBILITIES

• May supervise and develop analysts, including setting priorities, reviewing work product, and providing coaching and performance feedback.
• Lead cross-functional project teams on forecasting, capital management, and investment reporting initiatives.

CORE VALUES

• Integrity : Do the right thing, always. Corporate sustainability can only be achieved through trust and integrity.
• Growth : Strive to do more. There is no growth in your comfort zone and no comfort in your growth zone.
• Innovation : Think differently. Innovation is the ability to see change as an opportunity, not a threat.
• Vision : A strong team turns a vision into reality. We focus not on where we are, but where we are headed.
• Excellence : Excellence is not a skill, it’s an attitude. We are what we repeatedly do. It is not an act, but a habit.

EDUCATION

• Bachelor's degree in Finance, Accounting, Economics, or a related field required.
• Master's degree (MBA or MS in Finance) preferred.

CERTIFICATIONS & LICENSES

• CFA, CPA, or similar finance/accounting designation preferred.

EXPERIENCE 

• 3-7 years of progressive experience in corporate finance or investment analysis, preferably within a holdings company, investment company, real estate development, or other capital-intensive, multi-entity environment.
• Demonstrated experience consolidating results, forecasts, and investment returns across multiple entities and divisions.
• Experience managing forecasting, scenario analysis, capital allocation, and liquidity planning processes.
• Experience with fair value measurement and supporting external audits
• Proficiency with advanced Excel modeling; experience with Vena, Power BI, GTreasury, or similar planning and treasury tools is a plus.

TALENTS

• Strong analytical and financial modeling skills with the ability to "pressure test" assumptions and identify key value and return drivers.
• Excellent business partnering skills 
• Ability to translate complex financial and investment concepts into executive-level presentations and recommendations.
• Highly organized with strong time management skills and the ability to manage multiple priorities and deadlines in a fast-paced environment.
• Self-starter with a high degree of ownership, curiosity, and problem-solving capability.
• Strong written and verbal communication skills and a professional manner with a strong ethical code.

The Signorelli Company is committed to providing an environment of mutual respect where equal employment opportunities are available to all. We seek to empower everyone’s diverse experiences to maximize our organization’s talent and capabilities.