Financial Analyst - Budgeting & Forecasting Specialist

Description

You will play a crucial role in supporting the annual budgeting and forecasting process by collaborating with finance leadership and department heads to create and refine operating budgets and key performance indicators (KPIs). Your responsibilities will also include working with the accounting team to review the month-end close process, ensuring the accuracy of financial reporting, and preparing detailed variance analyses for Income Statements, Balance Sheets, and Cash Flow Statements.

Additionally, you will conduct ad hoc financial analysis and reporting, contributing to strategic projects as directed by finance leadership. Partnering with various business units, you will identify and assess financial risks and opportunities, and assist in creating materials for internal business reviews and external investor meetings.

Qualifications

• Bachelor's degree in Finance or Accounting.
• 2-3 years of experience in finance or accounting, preferably in high-growth organizations or startups.
• Strong proficiency in Excel and financial modeling.
• Experience with financial software such as NetSuite, Salesforce, and predictive planning tools.
• A collaborative team player with a passion for problem-solving and a commitment to continuous learning and improvement.
• Excellent communication and presentation skills, with the ability to work effectively across departments and levels of leadership.
  
  

Benefits

• A supportive, people-focused work environment with a passion for making a positive impact.
• An exciting opportunity to help shape and build our brand in its early stages.
• Competitive compensation and benefits, including a 401(k) with company match.
• Flexible work options, including hybrid and fully remote arrangements.
• Generous paid time off and 11 paid holidays.
  
  

About Us

We are a leading provider of residential sale-leaseback solutions, offering homeowners the opportunity to unlock their home equity without taking on additional debt or relocating. Our mission is to revolutionize senior living by allowing individuals to enjoy their health and wealth while remaining in their homes.

Employment Type: Full-Time