Scope:
The Candidate will work collaboratively with the VP FP&A and the CFO, report directly to the VP FP&A, and assist in executing the financial planning and analysis activities of the Company.
Primary Responsibilities:
- Lead the monthly, quarterly, and annual budgeting, forecasting, and planning process to include the identification of key trends and opportunities for improvement
- Prepare related financial information to the Board, senior management team, and investors
- Lead in the development of key metrics and provide frequent ad hoc financial analysis and business case development for a variety of ongoing activities and proposed actions.
- Become a champion and expert user of Vena, our business planning application
- Author new reports, workflows, and template enhancements in Vena
- Analyze budgets and financial statements submitted by operational personnel and provide feedback to address errors
- Assist division finance and corporate staff in completing periodic budget updates
- Update community and corporate budget templates monthly with historical results
- Key contributor during the quarterly consolidated budget updates
- Create and analyze standard reports that can be used by management in strategic decision making, quarterly Board meetings, and periodic cash meetings
- Research budget to actual variances and variance explanations to management
- Assist with companywide cash forecasting and analysis
- Find efficient ways to provide better information, in a shorter period using technology
- Assist with the integration between Vena and the Company’s ERP system
- Gather peer data and create reports for management to assist with earnings calls and various presentations
Skills and Qualifications:
- Outstanding analytical and financial planning skills required, along with strong proficiency in creating presentations
- Direct experience in the home building or related industry is ideal
- Successful candidate will possess an entrepreneurial style, passion and willingness to roll up his/her sleeves, and play a key role in establishing best practices and processes to scale a dynamic company
- Bachelor’s Degree in Accounting or Finance
- 5+ years’ experience in a financial analysis or accounting role (CPA and/or public reporting is a huge plus)
- Must be detailed oriented and proactive in addressing variances
- Excellent verbal and communication skills
- Must have a winning attitude and the ability to think dynamically, and arrive at an answer
- Strong Excel skills. This includes utilization of shortcuts and manipulating data extracts and presenting in a well-formatted report.
- Working knowledge or ERP systems, databases, PowerBI/Dashboard tools
- Have a solid understanding of GAAP and the interactions between the financial statements
- Be creative and offer ideas on ways to improve processes
- Actively engage in multi-department meetings and confidently work with members across different business functions
- Work well with others on a team and collaborate effectively
- Must be technically savvy and able to learn new systems quickly, including the creation of new reports from scratch and using current systems effectively for analyses
- Excel in complete financial analysis by identifying discrepancies and patterns, research using existing or new reports and making necessary adjustments. Be able to clearly communicate findings to management and fully understand variances.
- Ability to provide clean audit trails and support schedules that tie to financial statements, including self-validation of updates in the business planning software
- Be able to work independently and take initiative to complete projects with little guidance