Senior Financial Planning and Analysis Analyst Overview • The Senior Financial Planning and Analysis Analyst role offers a dynamic opportunity to contribute to strategic financial initiatives. • Collaborate with top management in a publicly traded organization to deliver impactful financial insights and analyses. • Gain exposure to high-level decision-making processes and enhance your financial modeling expertise. • Work within a stable and growth-oriented environment with opportunities for mentorship and professional development. • Contribute to the preparation of Board of Directors’ reporting packages and investor presentations. • Develop and maintain complex financial models to support strategic initiatives and forecasts. • Participate in hybrid work arrangements, ensuring flexibility and work-life balance. • Join a team that values analytical thinking, problem-solving, and continuous learning. Senior Financial Planning and Analysis Analyst Key Responsibilities & Duties • Coordinate and prepare Board reporting packages and investor presentations with precision and timeliness. • Develop quarterly forecasts and perform strategic “what-if” analyses to support decision-making. • Create and maintain detailed financial models, including P&L, balance sheet, and cash flow projections. • Organize and oversee the preparation and distribution of external financial press releases. • Perform monthly, quarterly, and ad-hoc financial statement reports and analyses for management. • Support Finance and Accounting initiatives for process improvements and systems upgrades. • Administer the company’s dividend process, ensuring accurate and timely execution. • Prepare schedules to assist the CFO in communication with analysts and investor relations activities. • Conduct variance analyses, cost allocations, and provide other financial analyses as needed. Senior Financial Planning and Analysis Analyst Job Requirements • Bachelor’s degree in Finance or Accounting is required; advanced degrees are preferred. • Minimum of 5 years of professional experience, including 2 years in financial modeling. • Proficiency in Microsoft Excel financial modeling and experience with financial systems automation. • Strong analytical thinking, problem-solving skills, and attention to detail are essential. • Ability to work under pressure, prioritize tasks, and meet deadlines with accuracy. • Knowledge of GAAP and financial principles, with experience in real estate or mortgage banking preferred. • Excellent organizational skills and ability to build partnerships across departments. • Experience with SEC reporting requirements and investor relations activities is advantageous. • Demonstrated learning agility and receptiveness to feedback for continuous improvement.