Financial Analyst

Position Highlights

Assists management team in preparing financial and operational forecasts, reports, models and analyses to improve overall operational effectiveness for the Company/division.

Responsibilities

• Prepare financial analysis on key operating results.
• Design, create, and deliver timely and accurate standard periodic and ad-hoc reporting on operational and financial metrics, including weekly operational reports and presentations, budget-to-actual reporting, monthly management reporting, and other recurring leadership reports.
• Support month-end close related to asset re-classifications, project cost allocations, unit activity, inventory, profit recognition, retention, and operational workflow items.
• Monitor and investigate gross margin variances/trends of backlog and closed homes, including backlog margin reviews and closing margin variance-to-plan reporting.
• Develop or update reports and analysis to track key operational and financial performance metrics against the Company's and/or division's strategic objectives.
• Monthly review of detailed budgeted job costs and direct costs versus actual performance; support budget review meetings with multiple departments and prepare budget revisions based on cost-to-complete assumptions.
• Work with VP Finance to prepare and update annual and quarterly business plans by working with key managers cross-functionally, including but not limited to Sales/Marketing, Construction/Ops, Purchasing, Finance/Accounting, and Land teams.
• Analyze current and historical financial results, perform variance analysis of key metrics, identify trends, and recommend actions.
• Assist leadership (e.g. Division President and/or Division Management team) with special projects related to profitability, business planning, operational efficiency, and decision making.
• Create financial models and analysis to support strategic initiatives, identifying trends, risks, and potential areas for improvement.
• Analyze trends in 'extra' construction spend on individual lots during and after the close of escrow.
• Support internal and external audits by preparing and providing requested data and documentation in a timely manner.
• Provide support to the Corporate Accounting and Finance teams by responding to division-specific requests.
• Administer and track refund requests from utility agencies.
• Maintain sales team commission rate information and prepare bi-weekly commission payments.
• Support recurring tax reporting and payments, including business and occupation taxes, real estate taxes, personal property taxes, and related compliance items.
• Perform other duties and special projects as assigned.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• A minimum of 3 years of successful experience in a Financial Analyst position or other related fields.
• Recent MBA graduate preferred.
• Proven experience in financial reporting, data analysis, report writing, and business intelligence.
• Demonstrated strategic and creative thinking ability.
• Advanced Excel skills and ability to create financial models.
• Knowledge of U.S. GAAP and SOX.
• Knowledge of the Real Estate industry/terminology strongly preferred.
• Knowledge of JD Edwards, Salesforce, Hyphen Solutions desired.
• Demonstrated high level of attention to detail.
• Demonstrate intellectual curiosity and highly analytical.
• Desire to apply analytical skills to understand and/or tell a story.
• Demonstrated self-driven initiative, problem solving and decision-making skills.
• Proven team player with the ability to guide and influence cross-functional team members.
• Excellent communication and relationship building skills - written, verbal and interpersonal.

Pay

• Base Salary: $87,700 - $123,400 per year, depending on experience and skillset. Paid bi-weekly, every other Friday.
• Annual performance-based cash bonus.

Benefits

In addition to competitive medical, dental and vision coverage, Tri Pointe Homes provides comprehensive benefits to eligible team members and their dependents, including:

• Health Savings Account (HSA), full and limited healthcare Flexible Spending Account (FSA), and dependent care FSA options
• Generous paid time off policies, like vacation, holidays, sick leave, jury duty, bereavement, and volunteer time
• Paid disability, parental and military leave
• Company-sponsored and voluntary term life, AD&D, and short- and long-term disability insurances
• A 401(k) retirement plan with bi-weekly employer matching of 50% up to the first 6% of team member contributions
• Adoption, fitness, tuition and worldwide emergency travel assistance
• EAP, grief counseling, and estate/will preparation services
• Additional discounts and supplementary employee-paid benefit programs