Financial Analyst — Data Insights & Process Optimization

Lennar USA; Sacramento (CA); On-site; USD 71,000 - 111,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid parental leave

Education assistance

Adoption assistance

Vacation and holidays

Job summary

The Financial Analyst at Lennar will ensure accuracy of processed expenses and deliver precise financial analysis and reporting to stakeholders. This role supports accounting analysis, the corporate accounting teams, and the Finance Manager, requiring strong Excel skills and a collaborative mindset to drive process improvements across the division.

Based in California, the position interacts with senior leaders including the VP of Finance and Division President to support division-wide financial

Qualifications

• Bachelor’s degree in accounting, or a related field preferred.
• A minimum of 4+ years of relevant accounting experience or education is required.
• Must have financial data analytical skills and experience in preparing high level reports from raw data.
• Intermediate Excel Skills including pivot tables and VLOOKUP’s.
• PC Skills including knowledge of Excel, Word, PowerPoint, and ERP Systems.
• General knowledge of AP/AR functions.
• Ability to multitask, excellent communication, and critical thinking skills.
• Strong project management skills are essential as well as a passion for solving business problems using technological solutions.
• Demonstrated ability to meet multiple deadlines.
• Must be able to communicate effectively and build relationships with all levels of management.
• Must be a collaborator and be able to work independently to make decisions when needed.
• Must be innovative, creative, and detailed oriented.

Responsibilities

• Drive financial projects and initiatives assigned by the Finance Manager, contributing to broader business objectives.
• Work closely with the VP of Finance, Division President, and Division Controller to support division-wide financial initiatives and ad hoc analysis requests.
• Prepare and execute weekly / monthly data loads to the financial dashboard, ensuring data integrity and usability.
• Prepare Land bank takedowns in accordance with forecasting and update monthly Cash Requirement.
• Prepare profit participations and residual calculations owed to Land sellers.
• Provide financial insights and documentation to Lennar stakeholders to support data-driven decision-making.
• Identify gaps and or redundancies in processes and initiate improvements in alignment with the team.
• Support development and upload of the division's business plan, ensuring accuracy and alignment with corporate planning timelines and standards.
• Oversee the monthly chargeback allocation process to divisions for telecom and other cost distributions.
• Conduct monthly reconciliations of capital assets and depreciation schedules, identifying trends and areas for optimization.
• Maintain and update the allocation database, identifying opportunities for automation and process efficiencies.
• Develop and upload journal entries for reclassifications and accruals.

Skills

Financial data analysis

Excel skills

Communication

Multitasking

Collaboration

Education

Bachelor’s degree in accounting

Tools

Excel

Word

PowerPoint

ERP Systems

VLOOKUP

Job description

The Financial Analyst at Lennar will ensure accuracy of processed expenses and deliver precise financial analysis and reporting to stakeholders. This role supports accounting analysis, the corporate accounting teams, and the Finance Manager, requiring strong Excel skills and a collaborative mindset to drive process improvements across the division.

Based in California, the position interacts with senior leaders including the VP of Finance and Division President to support division-wide financial