Senior Financial Analyst

Financial Planning & Analysis Role

This role will support financial planning, strategic decision-making and other finance initiatives across the company. The successful candidate will combine strong FP&A capabilities, business partnership, technical finance and strategic analysis skills. This individual will work closely with Finance, Operations and other corporate functions to provide actionable insights, improve decision-making, and support Lockwood's growth objectives.

Essential Duties and Responsibilities:

• Support company FP&A processes, including annual budgeting, quarterly forecasting and financial reporting, and long-range planning processes for management and executive leadership presentation and review.
• Develop and implement detailed variance analyses performed on a monthly, quarterly and annual basis, versus budget, forecast, prior year, and strategic plan, identifying key business drivers, risks, and opportunities.
• Develop and maintain financial models to support forecasting, scenario analysis, capital allocation, and M&A decisions.
• Partner with business leaders to translate operational activities and business initiatives into KPIs and metrics that drive performance.

Strategic Finance:

• Perform financial analyses and prepare pro forma models, budgets, and project cash flows to support growth initiatives, capital investments, operational improvement projects, and other corporate priorities.
• Evaluate investment opportunities and business cases utilizing Net Present Value (NPV), Discounted Cash Flow (DCF), Internal Rate of Return (IRR), payback analysis, and other financial return methodologies.
• Perform scenario, sensitivity, and profitability analyses to support capital allocation and business decision-making.
• Support underwriting for acquisitions and new developments.
• Gather and interpret market, demographic, and operational data.

Cross-Functional Partnership & Process Improvement:

• Help to build structure around financial processes and reporting frameworks.
• Leverage ERP to improve analysis, efficiency, and visibility into business performance.
• Identify opportunities for process improvement, automation, and enhanced analytics.
• Support the adoption and practical use of AI-enabled tools and emerging technologies within finance and business processes.

Qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Experience: 3-5 years in affordable housing or real estate analysis, underwriting, development, financing, or asset management.
• Advanced Microsoft Excel skills, including complex financial modeling, scenario analysis, data manipulation, and reporting.
• Strong experience utilizing ERP systems and financial reporting and analytical tools, including Power BI.
• Demonstrated experience in budgeting, forecasting, monthly and quarterly reporting, variance analysis, and performance management.
• Strong understanding of financial statements, key performance indicators, and business performance drivers.
• Experience evaluating investments and strategic opportunities utilizing NPV, DCF, IRR, and related valuation methodologies.
• Excellent written and verbal communication skills with the ability to translate financial information into actionable business insights.
• Strong business acumen with the ability to connect operational performance to financial outcomes.
• Highly organized, self-motivated, and comfortable operating in a fast-paced, evolving environment.
• Ability to travel as required to support business needs.

Preferred Qualifications:

• Exposure to business intelligence, visualization, and analytics platforms.
• Familiarity with AI tools and their application within finance, reporting, planning, and decision support.
• MBA, CFA, or other relevant professional designation.