Financial Analyst

About the role

Tri Pointe Homes is a company dedicated to insightful design and superior craftsmanship, setting a new standard in homebuilding and customer experience. We are seeking an experienced Financial Analyst to join our team.

Responsibilities

• Assists management team in preparing financial and operational forecasts, reports, models, and analyses to improve overall operational effectiveness for the Company/division.
• Prepare financial analysis on key operating results.
• 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.
• Aid 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.
• 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.
• 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.