• Perform day-to-day bookkeeping duties, including maintaining accurate financial records, reconciliations, and expense tracking • Prepare financial reports, including profit and loss statements, cash flow reports, and other management reports • Assist the General Manager on finance-related matters • Coordinate with different departments to ensure timely and accurate financial data • Monitor and manage cash flow, including forecasting and budgeting support • Ensure proper use of accounting systems, primarily Xero • Analyze financial data to provide insights and recommendations for cost control and business growth • Support strategic planning by advising management on financial health and efficiency improvements

• Work directly with Product Managers, business owners, and Finance partners as products are designed and built. • Evaluate financial risks associated with new products, features, deals, and market expansions. • Partner with cross-functional teams and FRM counterparts to develop and use financial risk metrics, scenarios, and dashboards. • Ensure financial risks and mitigations are clearly documented before launch, with defined owners and escalation paths. • Monitor product performance after launch and help teams adjust controls, or product design when risks change.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Senior Financial Analyst is responsible for managing analysis work in the development of the monthly forecast and leading the annual segment planning process. Planning will include forecasting income statement, balance sheet, and cash flow in the short term (13-week forecasts) and long term (annual/3–5 year outlooks). This position may also analyze potential acquisition candidates by generating discounted cash flow valuation analysis. Location & Travel Details: - This is a remote position and can be located at one of our office locations: Dallas, Miami, or Fargo. - Occasional travel to the office or for meetings may be required. Responsibilities - Lead the standardization of reporting across the segment, inclusive of 3 market sectors and 20+ companies. - Project manage the consistent and timely delivery of quarterly business and segment financial information. - Support the segment Chief Financial Officer with corporate financial governance requests for information. - Coordinate and develop the annual revenue and expense budgets including building bottoms up budgets and vetting them with operations and/or other departments. - Develop presentations to management and the Board of Directors regarding the annual budget, monthly and quarterly actual to forecast analysis. - Coordinate short term cash forecasting processes (including 13-week forecasts). - Analysis of variances to budget/forecast for revenue/margin as well as operating expenses. - Ad hoc analysis of operational results as needed. - Develop PowerBI reporting in partnership with the data analytics team. - Provide subject matter expertise in the company-wide Enterprise Resource Planning (ERP) software transition. - Help the organization achieve delivery of financial targets through consistent, accurate, fact-based, and financial guidance. - Maintain open channel of dialog with all functions: including operations, project controls, and business development to ensure completeness of communication and analysis. - Provide financial expertise in areas of business building and acquisition analysis. - Financial modeling for various “what if" scenarios and the overall impact to the company. - Lead upgrade of existing financial analysis and reporting tools. - Understand and be able to communicate the importance of work to the success of business. - Gain stakeholder buy-in to support financial priorities. - Holding budget holders accountable to budget targets and deadlines for deliverables. - Participate in preparation of monthly Financial Package presented to Senior Management. - Other duties as assigned. Qualifications - Bachelor's degree in accounting, finance, or a business-related area. - Minimum seven years of financial planning and analysis experience. - Experience in the Engineering, Procurement and Construction (EPC) industry preferred. - Experience with data analytics technology and programming (i.e., PowerBI, Python) preferred. - Experience with enterprise planning systems (i.e., Hyperion Planning). - Financial project management experience preferred. Requirements - Take reasonable care of your own and others' health and safety and of those who may be affected in the day-to-day delivery of this role by taking personal responsibility for working to the company's Zero Injury principles. - Hyperion and Smart View, including Hyperion report development/writing. - Strong computer skills, specifically in Enterprise Resource Planning software and advanced Microsoft Excel. - Complex modeling skills in an Excel environment (build, maintain, and operate). - Proficient interpersonal and organizational skills along with attention to detail and a high level of accuracy and professionalism. - Project Management skills. - Ability to clearly and effectively communicate and comprehend in both written and oral forms. - Ability to handle multiple tasks with simultaneous deadlines and prioritize workload in a fast-paced dynamic environment. - Strong analytical and problem-solving skills. - Ability to interact with multiple personalities at all levels within the organization. - Effectively present information and respond to questions from groups of managers, clients, customers, and the general public. - Ability to understand and execute instructions furnished in written, oral, or diagram form. - Deal with problems involving several concrete variables in standardized situations. - Knowledge of basic accounting concepts. - Highly motivated and results-oriented. - Understand GAAP and accrual accounting. - Ability to maintain confidentiality and discretion concerning payroll and financial matters. Working Environment - When visiting jobsites, the work environment involves some exposure to hazards or physical risks, which require following basic safety precautions. - This work environment may involve moderate exposure to unusual elements, such as extreme temperatures, dirt, dust, fumes, smoke, unpleasant odors, and/or loud noises. Benefits - Anticipated compensation begins at $115,000 - $135,000 commensurate with experience. - Competitive pay with ongoing performance review and merit increase. - 401(k) with company match & Employee Stock Purchase Plan (ESPP). - Flexible spending account (Healthcare & Dependent care). - Medical, Dental, and Vision insurance (plan choice) - coverage for spouse, domestic partner, and children. - Diabetes Management, Telehealth Coverage, Prescription Drug Plan, Pet Insurance, Weight Management Drug Discount. - Discounted National Gym Membership Network. - Paid Time Off, Paid Holidays, Bereavement Leave. - Military Leave, including Differential Pay and Benefits Continuation. - Employee Assistance Program. - Short and long-term disability, life insurance, and accidental death & dismemberment. - Voluntary life insurance, accident, critical illness, hospital indemnity coverage. - Emergency Travel Assistance Program. - Group legal plan.

• Analyze affordable multifamily development opportunities financed with the Low-Income Housing Tax Credit • Prepare high-quality, investment-grade financial models to evaluate potential investments • Draft investment write-ups called Preliminary Investment Reviews (PIRs) • Prepare submissions to the LIHTC Deal Screening Committee (LDSC) • Establish and maintain good working relationships with developers of affordable housing • Manage deal assignments and complete work in a timely manner • Use Salesforce to track key dates and project progress • Address non-critical business issues on behalf of Originators • Take on special projects for the acquisitions team as assigned