Financial Analyst

North Shore Preserve; Scottsdale (AZ); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Benefits

401k Contribution

Paid Time Off and 11 Paid Holidays

Employee Meals and Recognition Programs

Professional development opportunities

Job summary

North Shore Preserve is seeking a Financial Analyst to support its FP&A team based in Scottsdale, AZ. The role involves maintaining project business plans, preparing investor reports, and managing financial affairs related to sales and operations.

The ideal candidate will possess a Bachelor's degree and have 2-5+ years of relevant experience in finance or accounting, with knowledge of US GAAP and familiarity with accounting applications. Strong communication and teamwork skills are essential for this role.

Qualifications

• 2-5+ years of job-related experience indicating strong financial analytical skills.
• Real Estate experience preferred, familiarity with accounting applications required.
• Positive attitude and exceptional communication skills necessary.

Responsibilities

• Maintain project business plans and ensure actuals tie to accounting systems.
• Prepare monthly investor reports including aggregating financial information.
• Support accounting close process and assist with operations and oversight.

Skills

Microsoft Excel

US GAAP

Financial Analysis

Communication Skills

Teamwork

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Timberline

Sage Intacct

Job description

Overview

If you are an internal applicant, please log into Workday and submit your application via the Jobs Hub. Please click here to apply internally. This role will support Discovery Land Company's Hawaii projects and be based in Scottsdale, AZ or Maui, HI.

Discovery is looking for a Financial Analyst to join the FP&A team. The Financial Analyst will support the financial affairs for the project's sales, development, and operations.

Responsibilities

• Maintain working version of project business plans, ensuring that actuals tie to accounting systems and all forecast data including sales and development costs reflect current contracts and are consistent with business goals and objectives.
• Responsible for preparing the monthly investor report, which includes aggregating necessary financial information and preparing analytical commentary, soliciting and incorporating review comments from key project leaders, and assisting with the distribution of the report and preparation for monthly investor presentations on reported materials.
• Develop relationships with the project’s stakeholders including investors and lenders to provide them with any requested information on a timely basis, as well as to provide project and company leadership with insight on any changes or concerns.
• Support the accounting close process with the accounting and finance team, ensuring timely and accurate completion of all requirements for monthly, quarterly, and annual reporting. Assists with operations and oversight of project accounting including cash management, general ledger, job cost, budget accounting, contract management, A/P, and maintenance of fiscal records.
• Assist in the annual business plan process, which includes the club and development.
• Support a financial comparison and approval process for each project budget, while working with the applicable parties for approval including the project PM, VP of Development, and owner representative.
• Provide assistance and support to the accounting team related to correct coding of invoices and maintaining up-to-date budget/commitments.
• Participate in regular development, sales and club operations calls, while having a general knowledge of ongoing activity at the project.
• Draft memos and provide ad hoc analysis (especially financial analysis) as needed for the project, including but not limited to equity partner requests, financing needs, appraisals or other external analysis, and internal/corporate team requests.

Qualifications

• Demonstrates respect for and appreciation of Hawaiian values, history and culture, understanding its implication in one’s work, in fostering meaningful relationships, and in embracing the community served.
• Bachelor’s degree from accredited college or university, preferably in Finance, Accounting, Real Estate, or other applicable field.
• 2-5+ years of job-related experience, skill, and knowledge.
• Familiarity with US GAAP.
• Real Estate experience preferred.
• Prior working knowledge of accounting applications including Timberline, Sage Intacct and TEI highly preferred.
• Proficiency in Microsoft Office Product Suite, particularly Excel. Experience in creating and analyzing advanced Excel models and utilizing advanced functions.
• Positive attitude, professional demeanor, and exceptional communication (written and oral) and interpersonal skills to deliver service to members, guests and team members.
• Ability to work in a team environment.
• Ability to work a flexible schedule, including evenings, weekends, and holiday and a shift greater than eight (8) hours in length, when necessary due to business demands.
• Ability to read, write, speak and understand English; additional languages preferred.
• Ability to meet the physical demands of the position including, but not limited to, working indoors and outdoors, standing, walking, and sitting for periods of greater than four (4) hours.

Additional Requirements

• Positive attitude, professional demeanor, and exceptional communication and interpersonal skills to deliver service to members, guests, and team members.
• Must be able to work flexible work hours/schedule including evenings, weekends, and holidays. Long hours may be required due to business demands.
• Ability to work in a team environment.
• Ability to stay calm and focused during the busiest of times.
• Ability to read, write, speak, and understand English; additional languages preferred.
• Ability to meet the physical demands of the position including, but not limited to, working indoors and outdoors in all weather conditions, standing, walking, and moving for periods of greater than eight (8) hours, and lifting and carrying items sometimes greater than fifty (50) pounds.

Benefits

• Competitive Pay
• Medical, Dental, and Vision Benefits
• 401k Contribution
• Paid Time Off and 11 Paid Holidays
• Employee Meals, Referral Incentives, and Recognition Programs
• Professional development and upward mobility opportunities

About Us

Discovery Land Company is a U.S.-based real estate developer and operator of private residential club communities and resorts with a world-renowned portfolio of domestic and international properties. The mission of Discovery Land Company is to create one-of-a-kind environments that provide individuals and families the freedom, security, and resources to learn, grow, and play in some of the most beautiful places in the world. For more information about our company, please visit: http://www.discoverylandco.com.

Makena Golf & Beach Club is an island dreamscape spread across Mauiʻs southern leeward coast that spans from turquoise sea to rolling mountaintops. Makena is a private, members-only community that honors Makena’s rich cultural heritage and takes to heart the responsibility to support its abundant nature and a sustainable future. Makena offers its members an 18-hole golf course designed by Robert Trent Jones, Jr.; a private beach club with resort pools and cabanas; a world-class spa and fitness center; a kids club, tennis and pickleball courts; multiple indoor and outdoor dining venues; and Discovery’s signature Outdoor Pursuits program. At Makena, our employees use their personal talent, passion, and resources to meaningfully integrate with diverse cultures and communities. All while providing the highest level of member and guest services and contributing to the creation of unforgettable experiences.

North Shore Preserve is a unique private community situated on the Hawaiian island of Kaua’i between the island’s majestic mountains and the Pacific Ocean. Offering lush tropical forests, streams, and waterfalls, North Shore Preserve encompasses one thousand acres of diverse landscape from pastoral countryside to rugged mountain rainforest. This community offers our members a Robert Trent Jones, Jr.-designed golf course; wellness and spa amenities; five-star dining; an on-site organic farm and garden; and Discovery’s signature Outdoor Pursuits program. At North Shore Preserve, our employees use their personal talent, passion, and resources to meaningfully integrate with diverse cultures and communities. All while providing the highest level of member and guest services and contributing to the creation of unforgettable experiences. For more information about our club, please visit: https://northshorepreserve.com/