Financial Planning and Analysis

• **Summary of Position**
• The Senior Financial Analyst supports the finance organization through detailed analysis, strategic insights, and proactive partnership with business leaders. This role plays is key in driving the annual budget process, supporting key sales and operations leaders with the home pricing strategy, and maintaining strong financial discipline through variance analysis.
• **Essential Duties and Responsibilities**
• - Analyze and document budget to actual performance on a monthly basis, including:
• - P&L and balance sheet analysis;
• - Department, construction, and sales overhead analysis;
• - Closed job budget analysis.
• - Collaborate with department leads and field leadership to research and identify material budget to actual variances.
• - Perform critical financial processes, which includes but is not limited to the following:
• - Product Pricing (Base Price Worksheets)
• - Margin Analysis on homes for sale
• - Margin Analysis on closed jobs
• - Ad Hoc field requests (Profit Participation, Development Analysis, etc.)
• - Support and further enhance corporate consolidated financial model, which is used extensively for inventory management, developing financial statement forecasts, and to ensure compliance with company credit and capital requirements and objectives.
• - Identify and evaluate opportunities to enhance financial processes using artificial intelligence (AI)—including automation of routine analyses, streamlining data workflows, and leveraging machine-learning insights—to drive operational efficiency, improve forecasting accuracy, and support data-driven decision-making across the finance organization.
• - Assist in company budget process, which includes but is not limited to the following:
• - Prepare budget model and templates
• - Collaborate with department heads to prepare operating expense and capital expenditure budgets
• - Consolidate the operating revenue and expense and capital expenditure forecasts by month to prepare the annual plan and incorporate into the corporate consolidated financial model
• - Upload final budget into reporting data warehouse.
• - Perform rigorous monthly budget-to-actuals due diligence by department, including scheduling and leading cross-functional review sessions to analyze variances, validate underlying drivers, and capture departmental insights to inform accurate forecasts and actionable financial recommendations.
• - Conduct quarterly market analysis of publicly traded residential construction companies, synthesizing financial performance, industry trends, competitive positioning, and emerging risks to inform strategic planning and support executive decision-making.
• - Assist in completing monthly, quarterly, and annual financial reports and analysis and presentations for executive leadership.
• - Participate in IT initiatives to identify areas of improvement with data capture, reporting, and data integrity.

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