Finance Analyst

Inspire Communities; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Job summary

Inspire Communities is seeking a Finance Analyst to advance KPI tracking, analytics, and reporting for sales and operations. The role collaborates with Sales, Operations, and Strategic Finance leadership to deliver structured reporting and data-driven insights from Phoenix.

You will build dashboards, analyze funnel performance, and support forecasting and scenario planning while ensuring data accuracy across sources in a fast-paced, onsite environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics required.
• 3–5 years of relevant experience in financial analysis or data analytics.
• Experience building KPI dashboards and reporting for sales or operations.
• Familiarity with Power BI, Tableau, or similar BI tools.
• Experience in real estate, multifamily housing, or property-related industries.

Responsibilities

• Develop and maintain sales KPI dashboards tracking leads, applications, conversions, occupancy.
• Aggregate, structure, and analyze large datasets for recurring reporting.
• Prepare weekly, monthly, and quarterly reporting packages for stakeholders.
• Partner with Sales leadership to evaluate funnel performance and trends.
• Support financial modeling, forecast inputs, variance analysis, and scenario planning.
• Monitor data accuracy and consistency across reporting sources.
• Collaborate cross-functionally with Sales, Operations, and BI/Data teams.
• Develop insights and recommendations to support strategy and performance.

Skills

KPI dashboards

Excel

Data analysis

Power BI

Tableau

CRM systems

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, Data Analytics

Tools

Power BI

Tableau

CRM

Excel

Job description

Job Summary

The Finance Analyst supports sales and operational reporting with a primary focus on KPI tracking, performance analytics, and data‑driven insights. This role partners closely with Sales, Operations, and Strategic Finance leadership to develop structured reporting, analyze trends, and support informed business decision‑making. While the role includes financial modeling and forecasting support, the core responsibility centers on building, maintaining, and enhancing reporting related to sales activity, funnel performance, and operational drivers. This position reports to the Sr. Director of Capital Markets & Strategic Finance and is based in the Phoenix office.

What You’ll Do

• Develop and maintain sales KPI dashboards tracking key performance metrics including leads, applications, conversions, occupancy, and other operational sales drivers.
• Aggregate, structure, and analyze large datasets to support recurring reporting, performance tracking, and ad‑hoc analytical requests.
• Prepare clear and concise weekly, monthly, and quarterly reporting packages for internal stakeholders and leadership.
• Partner with Sales leadership to evaluate funnel performance, identify bottlenecks, and analyze sales and conversion trends.
• Support strategic finance and analytical activities including financial modeling, forecast inputs, variance analysis, and scenario planning.
• Monitor and validate data accuracy and consistency across reporting sources.
• Collaborate cross‑functionally with Sales, Operations, and BI/Data teams to enhance reporting processes, data visibility, and performance tracking.
• Develop insights and recommendations that support business strategy, operational accountability, and performance improvement.

What We’re Looking For

• Strong analytical and quantitative skills with the ability to interpret and communicate data effectively.
• Advanced proficiency in Microsoft Excel including complex formulas, pivot tables, lookups, and data modeling.
• Demonstrated ability to manipulate, clean, and analyze large datasets.
• Experience developing KPI dashboards and performance reporting for sales or operational teams.
• Strong attention to detail and commitment to data accuracy.
• Ability to communicate analytical findings clearly to both financial and non‑financial stakeholders.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• This position does not have direct supervisory responsibility but may support cross‑functional initiatives and collaborate with multiple business units.
• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field required.
• Three to five years of relevant experience in financial analysis, strategic finance, data analytics, sales reporting, or a related analytical role.
• Experience building KPI dashboards, performance reporting, and analytical models required. Experience in real estate, multifamily housing, manufactured housing, or property‑related industries.
• Familiarity with sales funnel metrics, lead progression, and sales‑cycle performance analysis.
• Experience with business intelligence tools such as Power BI, Tableau, or similar platforms.
• Understanding of CRM or sales pipeline systems and how data translates into reporting and analytics.
• Full‑time, on‑site role based in the Phoenix office. Work is performed in a fast‑paced, collaborative environment with regular interaction across departments and exposure to senior leadership.

What We Offer

• Comprehensive Medical, Dental, and Vision insurance with multiple plans so you can choose the coverage that best suits the needs of you and your family
• Financial Wellness & Savings: Health Savings Account (HSA), Flexible Spending Accounts (FSA), and other options to help manage expenses with eligible plans
• Retirement savings program with a company match
• Competitive time off, including ten holidays, vacation, sick time, and more
• Work‑Life Balance Support: Employee Assistance Program (EAP), LifeBalance discounts, and other wellness resources
• Professional development resources and opportunities, including tuition reimbursement for qualifying programs

Inspire Communities is an equal opportunity employer. All aspects of employment including the decision to recruit, examine, hire, train, promote, discipline, or discharge, as well as every aspect of personnel policies, work assignments, work environment, and other benefit and privileges of employment, will be based on merit, competence, performance, and business needs and free from illegal discrimination. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, sex (including pregnancy, childbirth or related medical condition), genetic information, gender, sexual orientation, gender identity or expression, military or veteran status, or any other protected under federal, state, or local law. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email [e-mail] with your request.