Lead the continuous forecast and planning processes for the assigned business unit(s), delivering timely and accurate projections, budgets, and longer-term plans
Develop and manage robust driver-based financial models that link operational metrics to targeted business outcomes
Own variance analyses that explain the “why” behind results that lead to actionable insights
Partner with the Data & Analytics team to design and deliver dashboards, integrate new data sources, and ensure consistent KPI definitions
Create executive-ready materials for senior leadership and the Board of Directors, including financial packages and business performance updates
Support strategic initiatives, including ROI analyses, M&A modeling, and other critical projects
Potential to oversee a team of analysts, to include establishing clear goals, coaching for career growth, and building advanced modeling and analytics skills across the team
Establish relationships and collaborate with peers, executive leaders, business partners, and other stakeholders in Operations, Finance, Enterprise Technology and other parts of the organization as needed to achieve operational and financial objectives
Proactively seek opportunities to improve processes, driving automation and efficiency

Requirements

Bachelor’s degree in Finance, Economics, Accounting, or related quantitative
5+ years of progressive FP&A or related finance experience
Real Estate industry experience required (e.g., mortgage origination, title insurance, etc.)
Strong financial modeling skills — advanced Excel plus experience with planning platforms (e.g., Adaptive, Anaplan, Oracle EPM)
Proven ability to turn data into insights and narratives, not just numbers
Experience with BI/analytics tools (e.g., Power BI, Tableau, Looker) and comfort working with large datasets
Excellent communication and presentation skills; ability to explain complex concepts in clear, executive-ready language and graphics
Highly responsible and accountable; takes ownership of projects from start to finish
Track record of driving process improvement and automation
Experience establishing and managing relationships with senior leaders to achieve desired outcomes

Benefits

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingvariance analysisROI analysisM&A modelingdata analysisbudgetingforecastingdriver-based financial modelsKPI definitionprocess improvement

Soft Skills

communicationpresentation skillscollaborationcoachingownershipaccountabilityinsight generationrelationship managementstrategic thinkingproblem-solving