Financial Analyst

$85000 / year

Job Responsibilities

The Senior Financial Analyst is responsible for financial planning and analysis for FirstService Residential Texas Region which encompasses the Dallas, Houston, San Antonio and Austin markets. This position is a critical and integrated member of the Finance team. The successful candidate will have previous related financial experience such as developing metrics-based sales and spending projections, analyzing business performance, and will leverage his/her experience in financial modeling and data analytics to provide actionable insights and recommendations to leadership.

The position requires an individual who is ambitious, self-directed, curious, and capable of working autonomously or with the broader leadership team to achieve the business and financial goals of the company. The role has a mix of recurring responsibilities and initiative-based work that provides a high degree of exposure to department and region leadership.

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Essential Duties & Responsibilities

• Support the annual planning processes through creation, maintenance, and presentation of budgets & forecasts. Engage in discussions with cross-department leadership to ensure proper capture and accuracy of budgeted initiatives. Compose narratives and presentations to clearly communicate key information to local & national executive leadership teams.
• Conduct moderate to complex financial analysis, financial reporting and ad-hoc projects in support of business decisions and initiatives. Understand, frame, and communicate future performance projections, risks and opportunities. Sample projects include developing annual bonus and incentive plans, new business analysis, operational performance and KPI reporting, and pricing related analysis and benchmarking.
• Proactively identify and implement ways to improve financial planning accuracy/efficiency and provide early warning to deviations in projected performance; alert management to business trends and assist with decisions. Support work to optimize decision making across business.
• Develop an in-depth understanding of source systems as necessary to obtain financial information for above activities and analyses. Perform rigorous investigations of data to ensure accuracy.
• Build strong relationships with internal customers, including operations and client accounting, and act as a trusted financial adviser to ensure region targets and objectives are achieved.
• Assist Corporate Accounting team with month-end variance analysis.
• Create, maintain, and update company dashboards on a weekly, monthly, or quarterly basis as assigned.
• Other duties as assigned.

Supervisory Responsibility

• None

Education & Experience

• 5 years of relevant professional experience.
• Bachelor’s degree or equivalent in Finance or Accounting

Knowledge, Skills & Proficiencies

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High degree of business acumen and analytical problem-solving skills.
• Strong understanding of financial statements, accounting procedures, and quantitative principles
• Must be able to mine and synthesize large sets of data and information into actionable, concise insights, recommendations and analyses.
• Adaptable in using organizational skills to prioritize tasks and take ownership of various projects; comfort and ability to deliver results in a flexible, fast-paced work environment. The ability to juggle multiple deadlines and internal customers simultaneously.
• Ability to anticipate busy schedules and communicate with other members of the organization/department to complete assignments on time regardless of physical location.
• Demonstrate integrity in research/analysis and commitment to quantitative accuracy.
• Excellent communication (oral and written) and presentation skills.
• Ability to effectively interface with Sr. leadership.
• Strong proficiency with Microsoft Excel, VBA, and PowerPoint. Experience with Vena preferred.
• Experience with data visualization tools (PowerBI) is a plus.