Senior Financial Analyst
Havenpark Communities
full-time
Posted on:
Location Type: Hybrid
Location: Orem • Utah • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Lead high-impact P&L discussions with field teams, extracting critical “boots on the ground” insights that numbers alone can’t reveal
- Dissect budget vs. actual variances and operational trends, transforming data into compelling performance narratives for individual communities
- Become the trusted advisor who connects the dots between field operations, accounting data, and executive decision-making
- Architect and elevate reporting deliverables for our executive team and equity partners, ensuring your insights drive strategic conversations
- Own the end-to-end creation of mission-critical asset reports, where your analytical precision meets executive communication
- Synthesize data across departments to deliver that 360° performance view that separates good companies from great ones
- Mastermind our annual operational budgeting process and forecast updates, building models that become the foundation of our financial planning
- Collaborate with cross-functional leaders to construct and validate budget components, ensuring every assumption stands up to scrutiny
- Maintain the integrity of our financial models through rigorous documentation and assumption management
- Forge high-trust relationships across the organization, from field staff to senior leadership
- Champion operational excellence through flawless execution of our financial governance framework
- Serve as a cultural ambassador who embodies our core values in every stakeholder interaction
- Tackle high-stakes ad-hoc analyses that influence critical business decisions and investment strategies
Requirements
- Education: Bachelor’s degree in Finance, Economics, or related quantitative field
- Experience: 4+ years of progressive financial analysis experience, ideally within real estate or investment management
- Technical Mastery: Excel wizard with advanced modeling capabilities; PowerBI or similar BI tools experience will set you apart
- Analytical Prowess: Proven ability to mine large datasets for actionable insights and translate complex analysis into clear recommendations
- Real Estate Acumen: Understanding of real estate finance fundamentals preferred – we’ll value your industry-specific knowledge
- Communication Excellence: Exceptional ability to distill sophisticated financial concepts for diverse audiences, from field operators to executive leadership
Benefits
- competitive salary
- comprehensive health benefits
- generous PTO
- paid holidays
- 401(k) with a 6% company match
- infinite opportunities to learn, develop and sharpen skills
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisbudgetingforecastingdata synthesisadvanced modelingdata miningperformance reportingoperational budgetingfinancial governance
Soft skills
communicationrelationship buildinganalytical thinkingstrategic thinkingcollaborationtrust buildingcultural ambassador