Senior Financial Analyst - Cost to Own

Job Description

Job Description

SUMMARY OF RESPONSIBILITIES

The Senior Financial Analyst, Cost to Own will analyze, review, consult and present operational and financial data related to FirstKey’s Homes Cost to Own P&L lines (Property Taxes, Insurance, and Home Owners Expense). Primary responsibility will be focused on reporting / performance monitoring (weekly / monthly), quarterly forecasting, annual planning , and ad-hoc analysis to support internal and external stakeholders. The role will report to the Vice President of FP&A and partner with the Director of Property Taxes and the Senior Vice President of FP&A. This role will own the preparation of annual operating plans, financial forecasts, monthly operating reviews and daily/weekly KPI’s. 

ESSENTIAL DUTIES

• Develop a strong understanding of FirstKey Homes revenue and property operations practices.   
• Establish working partnerships with internal and external stakeholders.  
• Prepare monthly and quarterly reporting analyzing FirstKey results by county and state cohorts for Cost to Own P&L lines (Property Taxes, Insurance, and Hhome Owners Expense)
• Prepare the monthly external reporting package used to report on FirstKey financial and operating results to external stakeholders.  
• Provide business partners and teams with analytical support and review of operational and financial data. Analyze operational drivers of property tax related activities impact on financial results.  Develop tools and metrics to “see around corners” and help business partners proactively manage change.   
• Develop and facilitate annual financial planning, monthly reviews, closing processes, forecasting, and reporting.   
• Develop forecast process, templates and data required, work with business partner teams to create forecasts and prepare monthly actual to budget variance reports.    
• Work closely with key business partners to understand variances and provide explanations to the business partner teams. Research, analyze and help explain any variances to plan/forecast.   
• Analyze financial data to identify discrepancies.  Create influential reports used to drive decision making that aligns to organizational goals. Conduct ad-hoc analysis to update forecasts and provide insights for business partner decision making.   
• Develop and maintain key performance indicator dashboards to track daily, weekly and monthly information.   
• Provide ad-hoc analytical capability to property operations team, working closely to help the team understand operational and financial impact of plans, tactics, decisions and transactions.   
• Coordinate and partner with accounting during the monthly close process. 
• Track and review industry best practices and issues. Evaluate and communicate their potential impact to the business. Recommend and implement practices that will enhance operational effectiveness.   
• This summary is not an all-inclusive description of job duties.  Other job duties and responsibilities may also be assigned by the incumbent’s manager at any time based upon Company need.   

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   

WORKING CONDITIONS

• Primarily working indoors, office environment.   

• May sit for several hours at a time.   

• Prolonged exposure to computer screens.   

• Repetitive use of hands to operate computers, printers, and copiers.   

• May at times require travel to local FirstKey Homes markets, less than 15% of the time.   

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in Finance or Business, or equivalent work experience and/or education    

• Minimum of 5 years’ experience in a finance or business analyst role   

• High proficiency using Microsoft Office (Word, Excel, PowerPoint, Outlook): experience with lookups, logic formulas, pivot tables, complex nested formula’s, macro experience    

• High proficiency with Structured Query Language (SQL) to extract and analyze data sets.   

• Proven ability to manage, analyze and parse large quantities of data to find relevant information for use by multiple levels of management   

• Proven ability to interact cross functionally as a business partner   

PREFERRED EDUCATION AND EXPERIENCE 

• Attention to detail to ensure records are kept as needed  

• Exceptional interpersonal skills to work with various departments  

• Excellent skills in Microsoft Excel 

• Familiarity with OneStream (or similar enterprise planning tools) 

• Competency with SQL and PBI 

REQUIRED KNOWLEDGE

• Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.   

• Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.   

REQUIRED SKILLS

• Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.   

• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.   

• Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.   

• Mathematics — Using mathematics to solve problems.   

• Time Management — Managing one's own time and the time of others.   

• Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.   

• Speaking — Talking to others to convey information effectively.   

• Writing — Communicating effectively in writing as appropriate for the needs of the audience.   

WORK STYLES & BEHAVIORS

• Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.   

• Integrity — Job requires being honest and ethical.   

• Independence — Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.   

• Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.   

• Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.   

• Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.   

FirstKey Homes is an equal opportunity employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity or expression, religion, disability, ethnicity, national origin, marital status, veteran status, genetic information or any other legally protected classification or status.