Financial Analyst

Trumark Homes; Sumner (WA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical benefits

Wellness stipend

401k with company match

Milestone Appreciation Program

Job summary

Trumark Homes in Washington seeks a Financial Analyst to support the finance team with day-to-day tasks and high-visibility projects, improving processes for scalability. A finance background, eagerness to learn, and high-quality work are essential in a fast-growing environment.

The role emphasizes Excel modeling, real estate development insight, and cross-team collaboration to drive accurate budgets, forecasts, and KPI reporting. 3–5 years of experience and a bachelor’s degree are preferred.

Qualifications

• Bachelor’s Degree in business, finance or accounting.
• 3–5 years in a finance group or equivalent.
• Strong analytical, problem-solving and communication skills.
• Self-starter; able to work independently.
• Experience with NEWSTAR and Datarails preferred.
• Experience in new home construction/real estate preferred.

Responsibilities

• Create complex Excel models to analyze real estate developments.
• Prepare competitive market analyses for home building projects.
• Analyze monthly project variances against budgets.
• Support quarterly divisional business plans and financial reports.
• Identify automation opportunities to streamline reporting.
• Develop cash flow proforma and run sensitivities.
• Interpret data extractions to identify trends and patterns.
• Track KPIs and deliver financial reports.
• Learn and implement new systems as needed.

Skills

Advanced Excel modeling

Financial analysis

Budgeting & forecasting

Variance analysis

Real estate development

NEWSTAR

Datarails

Education

Bachelor's degree in finance, accounting or business

Tools

Excel

NEWSTAR

Datarails

Job description

Overview

We are seeking an intellectually curious and self-motivated Financial Analyst to join our Washington Division’s finance team. The role will be responsible for day-to-day tasks, as well as being part of high visibility projects aimed at making our current processes more efficient while keeping scalability in mind. The ideal candidate would have a finance background, is eager to learn new things, and take on challenges while maintaining high quality work in a rapidly growing organization.

Overview

We are seeking an intellectually curious and self-motivated Financial Analyst to join our Washington Division’s finance team. The role will be responsible for day-to-day tasks, as well as being part of high visibility projects aimed at making our current processes more efficient while keeping scalability in mind. The ideal candidate would have a finance background, is eager to learn new things, and take on challenges while maintaining high quality work in a rapidly growing organization.

Duties/Responsibilities

• Work with and create complex Excel modeling tools to analyze new and ongoing real estate developments.
• Prepare and analyze competitive market analysis for home building projects.
• Prepare monthly project updatesto facilitate actual-to-budget variance analysis.
• Work closely with the Corporate and Divisional finance teams to prepare and update the quarterly divisional business plans and associated financial reports.
• Recommend ways to automate reporting and streamline processes.
• Prepare project cash flow proforma and run proforma model sensitivities.
• Interpret and analyze results from data extractions to identify patterns and trends, including financial results.
• Identify user requirements and turn them into actionable information with accurate and understandable reports and applications.
• Identify areas of process improvements and manage change implementation.
• Learn and integrate new systems as needed.
• Possess excellent interpersonal, written and verbal communication skills, as well as superior problem solving, attention to detail and critical thinking skills.
• Prioritize and manage workflow and meet deadlines.
• Measure and synthesize critical financial metrics to drive more strategic analysis.
• Track KPIs and prepare associated financial reports.
• Perform other tasks based on company needs.

Qualifications

• Bachelor’s Degree; emphasis in business, finance and/or accounting.
• 3-5 years of experience within a finance group or equivalent.
• Excellent problem-solving, organizational skills and analytical thinking.
• Self-starter with the ability to work well independently.
• Intermediate to advanced proficiency in Microsoft Office including advanced skills in Excel including pivot tables, Inform XL queries, and the ability to learn new software applications.
• Ability to communicate clearly, collaborate with team members and display initiative.
• Self-starter and able to work independently with and without supervision.
• Forecasting and budget variance analysis.
• Experience in new home construction and real estate development is highly preferred, and desire to expand upon that experience is required.
• Excellent communication, interpersonal, and presentation skills.
• Experience with NEWSTAR and Datarails preferred.

Why Work for Trumark?

• Work with a team that values you! Trumark offers a direct career path with an open seat for you at our table.
• We embody our mission to Live Well. Trumark Homes is dedicated to creating communities that foster an enthusiasm to connect, the strength to aspire and the compassion to give back. For approximately every 50 homes we build, we work with charity: water to provide and serve approximately 200 people with fresh, clean water.
• Exceptional Medical Benefits (100% Employee + 60% Dependent).
• Monthly wellness stipend.
• Milestone Appreciation Program.
• 401k with company matching, we are helping you plan for future retirement.

EEO Statement

At Trumark Homes, we are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, genetic characteristic or information, age, gender, sexual orientation, gender identity, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in employment decisions, including recruiting, hiring, compensation, promotion, benefits, disciplines, termination, job assignments, or training.

Statement To Outside Staffing Agencies

Trumark Companies ("Trumark") does not accept unsolicited resumes from recruiters, agencies, or any source other than directly from the candidate. Trumark will NOT pay any fees for placements resulting from unsolicited submissions. Trumark’s recruiting department handles all recruiting/hiring processes – please do NOT contact other Trumark employees (including the hiring manager) directly to present candidates or to engage them for recruiting/staffing services. Only Trumark’s recruiting department is authorized to engage in recruiting and staffing services; any unsolicited submissions or engagements by recruiters, agencies, or any other source will be deemed to have been made free of any charges, fees, or obligations.