Financial Analyst
Lennar at Summerlake
Financial Analyst Summary of Position: The Finance Analyst is an entry-level role within the Technology Finance team, providing an excellent opportunity for a motivated early-career professional to develop broad financial expertise. This position will support accounting & financial operations, financial planning and analysis (FP&A), and strategic business management activities. The analyst will be responsible for assisting with budget tracking, monthly reporting, data analysis, and invoice coding, while also contributing to automation and AI-driven initiatives that improve finance team efficiency. Candidates should have a strong foundation in finance or accounting, solid analytical skills, and a curiosity for leveraging technology to enhance financial processes. Principal Duties and Responsibilities:
Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
- Assist with the preparation of monthly financial reports, budget tracking, and variance analyses for assigned departments.
- Process and code incoming invoices to appropriate GL accounts, verify PO matching accuracy, and manage follow-ups with the Vendor Management and Accounts Payable teams.
- Support the annual budgeting and quarterly forecasting cycles by gathering data, building models, and validating results.
- Maintain cost center records and assist with chargeback allocations and reconciliation of utility and prepaid accounts.
- Assist in identifying, scoping, and implementing automation opportunities within finance workflows using AI-assisted solutions.
- Participate in finance process transformation initiatives, documenting current-state workflows and recommending improvements.
- Contribute to a collaborative, high-performance team culture as an engaged associate and culture carrier.
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
- 1-3 years of experience in finance, accounting, or a related analytical role.
- Foundational knowledge of financial concepts including including financial modeling, journal entry development, monthly and quarterly P&L reporting (GAAP), and GL management.
- Intermediate proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, basic modeling).
- Familiarity with Microsoft 365 tools (Teams, Outlook, SharePoint, Word, PowerPoint).
- Exposure to or coursework in data analytics, automation tools (Power Automate, Python, RPA), or AI/ML concepts is preferred.
- Experience with or understanding of ERP/invoicing systems (e.g., Oracle, SAP, Coupa) is a plus.
- Strong analytical and critical thinking skills with attention to detail across financial data, reporting, and analyses.
- Demonstrated curiosity and enthusiasm for applying automation and AI tools to streamline financial processes and reduce manual effort.
- Ability to communicate effectively (verbally and in writing) with stakeholders at all levels of the organization, including vendors, department managers, and senior leadership.
- Excellent time-management and organizational skills with the ability to manage competing priorities and meet deadlines.
- Self-motivated and proactive, with the ability to work both independently and collaboratively as part of a team.
- Comfortable working with ambiguity and demonstrating a problem-solving mindset when faced with new challenges.
- Commitment to accuracy, confidentiality, and professional integrity in all financial matters.
- Proven track record of being a great team member with a positive attitude and a willingness to learn.
- Candidates should be willing to work on-site in the Miami headquarters 5 days per week
- This is primarily a sedentary office position which requires the incumbent to have the ability to operate computer equipment, speak, hear, bend, stoop, reach, lift, and move and carry up to 25 lbs. Finger dexterity is necessary.
Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
Vacancy posted 1 day ago
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