Senior Financial Analyst

BASIC FUNCTION: The Senior Financial Analyst reports to the Director of FPA and is responsible for budgeting, forecasting, modeling, and providing in-depth analyses/presentations to support management decisions on capital/liquidity planning, execution, and management.


Planning and Forecasting:
• Own, operate, and improve the company’s three-statement model utilized for earnings projections and liquidity management
• Develop and monitor company budget, including tracking and explaining budget to actual variances
• Provide modeling to support management decisions on capital/liquidity planning and management; provide financial support for critical capital raising activities
• Provide in-depth analyses in evaluating various financing options and impacts for the company ( corporate unsecured debt, convertible debt, preferred stock, asset-level financing, M&A etc.)

Reporting and Analysis:
• Prepare weekly, monthly, quarterly, and annual financial reporting for senior management
• Compile monthly dividend recommendations for the Board of Directors’ review
• Prepare materials for quarterly Board of Directors and Finance Committee meetings
• Prepare ad-hoc analysis and reporting for management related to capital sourcing and M&A activities
• Lead data analytics projects to expand the utilization of the company’s construction lending data
• Participate in financial system exploration, expansion, and implementation

• Bachelor’s degree in Accounting/Finance/Economics or related field.
• 5 plus years of related experience in finance or accounting, preferably for a publicly traded company
• Experience with developing financial modeling and metrics, valuation, and budgeting
• Strong analytical, communication, and computer skills: Excel, Word & PowerPoint, Power BI; database skills a plus
• Attention to detail and ability to manage multiple competing priorities while maintaining a view of the big picture
• Support team in identifying, analyzing, and implementing process improvements
• Strong work ethic and team player
• Self-starter with ability to work independently


The job duties, responsibilities, skills, functions, experience, educational factors, and qualifications listed in this job description are representative only and not exhaustive of the tasks that an employee may be required to perform. The employer reserves the right to revise this job description at any time and to require employees to perform other tasks as a circumstance or condition of its business, competitive considerations, or the work environment changes.

SALARY: $90,000- $105,000

Join our Talent Network

Take the first step today by submitting your resume.

"*" indicates required fields

Accepted file types: pdf, docx, txt, jpg, Max. file size: 256 MB.