Financial Analyst

Your Responsibilities

• Lead quarterly forecast package preparation and cross-collaborate with multiple departments within the organization.
• Aid in the development of annual business plan, monthly, and quarterly forecasts.
• Prepare monthly and quarterly variance analyses to compare actuals, forecasts, and business plan for departmental reviews.
• Prepare and deliver monthly and quarterly reports that integrate Lennar Mortgage performance with builder activity, such as sales, closings, and buyer financing trends.
• Maintain key performance indicators (KPIs) related to loan origination and profitability.
• Utilize BI tools such as Power BI to create and maintain financial dashboards and reports.
• Report on competitor earnings and market share reports to identify market trends and opportunities.
• Partner with HR and Operations to analyze and perform capacity modeling of Lennar Mortgage’s operations platform.
• Collaborate with IT resources to establish and maintain analytical datasets.
• Crosstrain for other positions within the organization as needed.
• Serve as a key participant in the corporate and branch budget process.
• Contribute to the development of processes and procedures.
• Create ad-hoc analytics to help the business better understand KPIs and make strategic operational decisions.
• Create manuals and end user documentation, including visual inserts.

Your Toolbox

• Bachelor’s degree in accounting or finance or 1-3 years of equivalent experience in accounting/finance.
• Experience in financial/management reporting, spreadsheet/financial modeling, and account reconciliation and analysis.
• Proficiency in PC applications: Excel (advanced formulas and VBA programming preferred), Adobe Acrobat, Word, and PowerPoint.
• Experience and efficiency in Hyperion EPM, JD Edwards, and Power BI.