Analyst, FP&A and Treasury

Wedgewood LLC; Redondo Beach (CA); On-site; USD 76,000 - 105,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Health Insurance

401k Programs

Generous Vacation and Holiday Schedule

Job summary

A diverse real estate company is seeking an Analyst in FP&A and Treasury to support financial modeling, budgeting, and cash management. The role involves improving daily treasury operations while also engaging in financial planning and analysis tasks. Ideal candidates are analytical professionals with strong Excel skills and an ability to collaborate effectively. The position offers competitive compensation, a bonus, and a comprehensive benefits package, emphasizing community revitalization and teamwork.

Qualifications

• 2–5 years of experience in FP&A, Treasury or Corporate Finance.
• Advanced Excel proficiency with financial modeling.
• Experience with data visualization tools preferred.

Responsibilities

• Build and maintain detailed financial models for business units.
• Assist in managing annual budgeting processes across departments.
• Prepare and analyze monthly budget-to-actual reports.

Skills

Financial modeling

Analytical skills

SQL

Presentation skills

Attention to detail

Education

Bachelor’s degree in finance, accounting, economics, or related field

Tools

Excel

Tableau

Job description

Since 1985, Wedgewood has been on a mission to revitalize communities and make homeownership more accessible. What started with restoring single-family homes has evolved into a diverse and innovative real estate company that continues to shape the industry. We believe in the value of home, and through our suite of brands, we’re helping people find theirs. Headquartered in Los Angeles, we also have offices in Las Vegas and Dallas.

About the Role

The Analyst, FP&A and Treasury plays a key role in driving Wedgewood’s financial planning and day-to-day treasury operations. This role supports financial modeling, budgeting, forecasting, cash management, and optimization of banking and credit facilities.

For the first 6–8 months, the focus will be on high-priority treasury projects — enhancing daily cash management, improving reporting, and automating processes. After that, the position will evolve into a balanced 50/50 split between FP&A and treasury responsibilities.

We’re looking for a motivated, analytical professional who thrives in a data-driven environment and enjoys connecting numbers to strategy. The ideal candidate combines strong financial modeling skills with business acumen to help improve decision-making and support Wedgewood’s continued growth.

Financial Planning & Analysis (FP&A)

• Build, update, and maintain detailed financial models for business units and corporate departments to support the annual budget and rolling forecasts.
• Assist in managing the annual budgeting process, coordinating with multiple departments to gather assumptions and consolidate results.
• Prepare and analyze monthly budget-to-actual reports, performing deep dives into the general ledger and SQL data to identify key drivers and variances.
• Present financial results, trends, and recommendations to senior leadership, including the CFO, in a clear and concise manner.
• Evaluate capital utilization across business lines and forecast capital needs.
• Explore and assess new investment opportunities using financial and market data.
• Partner with business leaders and cross‑functional teams on ad hoc analyses, forecasting, and decision support.
• Support the business analytics team in maintaining financial dashboards and KPIs within Tableau and other reporting systems.
• Monitor developments in the real estate and broader economic environment to inform forecasts and financial planning.

Treasury & Cash Management

• Prepare forecasts of liquidity, including available capacity across multiple financing facilities, factoring in advance rates, collateral market values, and line utilization.
• Determine the most efficient means of financing asset pools, optimizing for cost of funds, collateral eligibility, and overall facility structure.
• Manage collateral pledging and partner closely with banking institutions to ensure pledged assets meet all eligibility requirements.
• Support day‑to‑day treasury operations including wires, ACH transactions, book transfers, and general bank administration.
• Prepare and record cash‑related journal entries and reconciliations.
• Review and improve existing treasury workflows to streamline manual processes and enhance reporting accuracy.
• Maintain strong internal controls over cash management activities and ensure compliance with company policies.
• Perform ad‑hoc treasury and finance projects as assigned, including process improvement and system enhancement initiatives.

What You’ll Need

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 2–5 years of experience in FP&A, Treasury or Corporate Finance (real estate industry experience a plus).
• Advanced Excel proficiency, including financial modeling, and dynamic formulas.
• Strong PowerPoint and presentation skills; able to communicate complex data clearly to leadership.
• Self‑starter with excellent attention to detail and a mindset for continuous improvement.
• Strong analytical, organizational, and problem‑solving abilities.
• Experience with SQL databases and data visualization tools (e.g., Tableau) preferred.
• Experience working in a fast‑paced environment with an ability to pivot between various tasks

What's in It for You

MAKE A DIFFERENCE

Be part of a team that gives back. Through volunteer service, sustainability initiatives, and charitable giving, Wedgewood provides year‑round opportunities for employees to support local communities and make a positive impact.

COLLABORATION AND REVITALIZATION

Join a team dedicated to revitalizing communities through collaboration and creativity. We believe in working together to build vibrant, sustainable neighborhoods — and in supporting one another to achieve shared goals.

BENEFITS PACKAGE

Wedgewood offers competitive compensation and a well‑rounded benefits package designed to support your overall well‑being, including:

• Medical, Dental, and Vision Health Insurance
• HSA and FSA Accounts
• Traditional and Roth 401k Programs
• 529 College Savings Plan
• Group Paid Life and AD&D Insurance Supplemental Coverage
• Employee Discount Programs
• Generous Vacation and Holiday Schedule

The salary range for this position is $76,000–$105,000 annually. In addition, the position is eligible for an annual discretionary bonus. Wedgewood is an Equal Opportunity Employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

APPLY TODAY

Let’s start your future with Wedgewood!

Note to Staffing Agencies

Please do not directly contact Wedgewood hiring managers regarding candidates for our positions. If assistance is needed in filling any position for Wedgewood, a member of the talent team will reach out directly vetted agency partners.