Financial Analyst

About the Role:

We are seeking a highly skilled Financial Analyst with significant experience in the residential homebuilding industry. This role is essential for our organization as it directly supports financial performance analysis, reporting, and strategic decision-making. The ideal candidate will have a deep understanding of the builder industry, financial reporting, and forecasting processes, with a high level of attention to detail and the ability to present data effectively to leadership. If you have 5-7 years of experience working in residential homebuilding and possess the technological savvy, organizational skills, and strong analytical abilities required for this role, we encourage you to apply.

Please note: we will not consider applicants without builder experience.

Job Duties and Responsibilities:

• Prepare and analyze monthly, quarterly, and annual financial reports
• Develop and present financial performance summaries to senior management
• Monitor key financial metrics and perform variance analysis
• Develop annual budgets in collaboration with department heads
• Create financial forecasts and update them regularly based on actual performance
• Identify and analyze trends to improve financial planning
• Conduct cost-benefit analyses for new projects and investments
• Provide financial insights and recommendations to support strategic decision-making
• Perform financial modeling and scenario analysis
• Identify financial risks and develop mitigation strategies
• Ensure compliance with financial regulations and standards
• Maintain and oversee the general ledger
• Ensure all financial transactions are recorded accurately and timely
• Reconcile account balances and bank statements
• Manage accounts payable and receivable processes
• Ensure timely invoicing and payments
• Monitor aging reports and follow up on overdue accounts
• Lead the month-end and year-end closing processes
• Prepare and review journal entries and account reconciliations
• Ensure financial statements are completed accurately and on time

Requirements:

• Residential homebuilder experience – industry experience and employer understanding is crucial to meet all requirements. We will not consider applicants without builder experience.
• 5-7 years’ experience in a similar role, specifically with a residential home builder
• Bachelor’s degree in accounting or finance
• High-level accountant with proven expertise
• Technologically savvy – comfortable and confident with our systems and processes
• Highly organized, with the ability to close month-end efficiently
• Ability to build reports and present data effectively to the leadership team
• Consistency and a strong attention to detail, including dates and managing forecasting information
• Capable of spotting problems and bringing them to attention proactively
• Experience working closely with CFOs and senior leadership
• Advanced Excel skills including creating formulas, pivot tables, graphs, data manipulation and analysis, conditional formatting, macros, and index matching
• Strong ability to review data and organize it in a meaningful way
• High-level analytical skills
• Self-driven and takes initiative, with a willingness to ask questions when unclear about a task or process
• Able to work collaboratively with teams to drive process improvements and deliver the final product on time and with accuracy
• Experience with QuickBooks Online, Sage 100 Contractor, Outlook, and MS Teams
• Work hours must coincide with Pacific Time Zone, with a start time between 9:00 AM and 11:00 AM, Monday through Friday. Must be available throughout the working day to create ad hoc reports or work on projects
• Excellent communication skills, including fluency in English