Brett Schaeffer

Assistant Vice President Finance & Underwriting at The Picerne Group
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Contact Information
us****@****om
(386) 825-5501
Location
Newport Beach, California, United States, US

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Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Assistant Vice President Finance & Underwriting
      • Sep 2021 - Present

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Finance Manager
      • Jan 2021 - Sep 2021

    • Senior Analyst
      • Jul 2016 - Jan 2021

      FivePoint designs and develops mixed–use master–planned communities in coastal California. Our vibrant and sustainable communities in Orange County, Los Angeles County, and San Francisco County offer homes, commercial, retail, educational, and recreational elements as well as civic areas, parks, and open spaces.

    • Financial Analyst
      • Nov 2014 - Jul 2016

      FivePoint Communities Management, Inc. is an independent real estate development and management company jointly owned by Emile Haddad and Lennar Homes of California, Inc., a subsidiary of one of the largest publicly held homebuilders in the United States

    • Germany
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Jan 2014 - Nov 2014

      Allianz Asset Management (AAM) is the financial and governance holding company for the asset management business of Allianz SE, with almost EUR 1,800bn of assets under management and more than 5,000 employees worldwide. AAM is comprised of two separate investment management companies: Allianz Global Investors and PIMCO. PIMCO is a leading global investment management firm which manages investments on behalf of clients around the world. The firm provides investment solutions across an… Show more Allianz Asset Management (AAM) is the financial and governance holding company for the asset management business of Allianz SE, with almost EUR 1,800bn of assets under management and more than 5,000 employees worldwide. AAM is comprised of two separate investment management companies: Allianz Global Investors and PIMCO. PIMCO is a leading global investment management firm which manages investments on behalf of clients around the world. The firm provides investment solutions across an array of asset classes and risk factors and is based in Newport Beach California, with 12 offices in North America, Europe, Asia and Australia. My responsibilities include: Full P&L Reporting for PIMCO Global Affiliates Direct all budgets and forecasts for PIMCO EMEA region Management Presentations for PIMCO Global Affiliate Executive team Monthly Expense Variance Analysis against multiple scenarios Yearly and Quarterly Board Reporting Currency Reporting for Foreign Exchange Impact Capital Adequacy Requirements Monthly Reporting of AUM Flows and Market Return

    • Financial Analyst II
      • Jan 2013 - Dec 2013

    • Financial Analyst
      • Aug 2011 - Jan 2013

      Direct all budgets and forecasts for 5 division of PIMCO. Liaison between division managers, finance and accounting. Monthly expense variance analysis. Executive summary presentations for Management. Consolidations reporting. Developed dashboard summaries for visual and graphical representation of actuals, budget and prior year. Built Access Database for reporting on over 500 cost centers and 550 G/L accounts.

    • United States
    • Media Production
    • 200 - 300 Employee
    • Financial Analyst Level II
      • Jun 2009 - Aug 2011

      FP&A: Assisted in forecasting and budgeting at the division level. Responsible for variance analysis between actual results and forecast. Facilitated weekly revenue reporting and analysis. Monthly Headcount tracking and analysis. Created monthly financial results presentations for CFO and executive team. Diverse ad-hoc requests. Designed revenue pacing model for daily revenue tracking. Operations Analysis: Programming ROI analysis. Involved in bankruptcy… Show more FP&A: Assisted in forecasting and budgeting at the division level. Responsible for variance analysis between actual results and forecast. Facilitated weekly revenue reporting and analysis. Monthly Headcount tracking and analysis. Created monthly financial results presentations for CFO and executive team. Diverse ad-hoc requests. Designed revenue pacing model for daily revenue tracking. Operations Analysis: Programming ROI analysis. Involved in bankruptcy renegotiations of contract terms. Approve and facilitate invoices. Month-End Close Accounting: Responsible for all closing activities for the broadcast headquarters. Produced all financial statements for monthly review. Capital Analysis: Assisted in capital budget and monitoring of those projects. Show less FP&A: Assisted in forecasting and budgeting at the division level. Responsible for variance analysis between actual results and forecast. Facilitated weekly revenue reporting and analysis. Monthly Headcount tracking and analysis. Created monthly financial results presentations for CFO and executive team. Diverse ad-hoc requests. Designed revenue pacing model for daily revenue tracking. Operations Analysis: Programming ROI analysis. Involved in bankruptcy… Show more FP&A: Assisted in forecasting and budgeting at the division level. Responsible for variance analysis between actual results and forecast. Facilitated weekly revenue reporting and analysis. Monthly Headcount tracking and analysis. Created monthly financial results presentations for CFO and executive team. Diverse ad-hoc requests. Designed revenue pacing model for daily revenue tracking. Operations Analysis: Programming ROI analysis. Involved in bankruptcy renegotiations of contract terms. Approve and facilitate invoices. Month-End Close Accounting: Responsible for all closing activities for the broadcast headquarters. Produced all financial statements for monthly review. Capital Analysis: Assisted in capital budget and monitoring of those projects. Show less

    • Accounting Apprentice
      • Jun 2007 - Aug 2007

      Reported to Controller Daily Duties Included: Facilitated customer invoice Collection Calls Reviewed Expense Reports Manual Audit against Electronic Accounting Application Reported to Controller Daily Duties Included: Facilitated customer invoice Collection Calls Reviewed Expense Reports Manual Audit against Electronic Accounting Application

Education

  • University of Arizona, Eller College of Management
    Bachelor of Science in Business Administration, Finance
    2005 - 2009
  • Santa Margarita Catholic High School
    2001 - 2005

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