Brett Schaeffer Email & Phone Number

Irvine, California, United States

Newport Beach, California, United States

Irvine, California, United States

Aliso Viejo, Ca

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.

Aliso Viejo, Ca

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

Newport Beach, Ca

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 AffiliatesDirect all budgets and forecasts for PIMCO EMEA regionManagement Presentations for PIMCO Global Affiliate Executive teamMonthly Expense Variance Analysis against multiple scenariosYearly and Quarterly Board ReportingCurrency Reporting for Foreign Exchange ImpactCapital Adequacy RequirementsMonthly Reporting of AUM Flows and Market Return

Newport Beach, Ca

Newport Beach, Ca

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.

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.

Reported to ControllerDaily Duties Included:Facilitated customer invoiceCollection CallsReviewed Expense ReportsManual Audit against Electronic Accounting Application

Bachelor Of Science In Business Administration, Finance

Activities and Societies: Kappa Sigma Fraternity, Financial Management Association, Portfolio Management Group Investor Graduated.

Education record