Hybrid FP&A Senior Analyst - Budgeting & Forecasting

Lument Real Estate Capital Holdings, LLC; Dallas (TX); Hybrid; USD 70,000 - 110,000; Full time

Job summary

ORIX USA is seeking a Senior Analyst to support the development and execution of the annual budget, periodic forecasts, and long-range planning. The role involves preparing financial analyses and management reporting, developing scenario models, and supporting monthly executive and Board presentations.

You will partner with business leaders on cost management and strategic initiatives, while delivering insights through integrated revenue/expense analyses and ad hoc modeling.

Qualifications

• Bachelor’s degree from accredited four-year university in finance, accounting, or related field required
• Strong accounting/financial modeling and analytical skills supported by a high proficiency in Microsoft Excel, Word and PowerPoint
• Strong verbal and written communication skills that support a collegial and collaborative working style
• Ability to create and develop complex financial models including management of detailed assumptions
• Ability to summarize detailed information at a level appropriate for executive communication
• Flexibility and ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments simultaneously
• Ability to learn quickly and demonstrated ability to work independently and as part of a high-performing team
• Self-starter, executes with a sense of urgency and delivers high-quality results within compressed timelines
• Enjoys a dynamic, changing environment
• Creative problem solver
• Strong financial acumen with a working knowledge of financial statements, financial metrics and KPIs
• Basic understanding of accounting systems, principles, practices and procedures
• Able to understand complex transactions and have a desire to learn new processes
• Professional business image and excellent command of the English language, both verbally and in writing
• Sound business judgment and decision-making abilities

Responsibilities

• Work closely with the business units and departments to facilitate financial forecast preparation
• Assist with monthly forecast presentations and other executive presentation requests
• Create and analyze monthly, quarterly, and annual variance and profitability analyses
• Partnership with Accounting during the monthly close and reporting cycle
• Develop integrated revenue/expense analyses, projections, reports, and presentations
• Provide analytical support to assist with the development of financial plans and various scenario analyses
• Perform ad/hoc financial modeling analysis using data to drive insights
• Implement process and technology changes including process development, communication and training
• Assist with special projects as needed, providing answers on a timely basis to a variety of financial questions

Skills

Financial modeling

Excel

Analytical thinking

Communication

Problem solving

Team collaboration

Education

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

Tools

Microsoft Excel

PowerPoint

Word

Job description

ORIX USA is seeking a Senior Analyst to support the development and execution of the annual budget, periodic forecasts, and long-range planning. The role involves preparing financial analyses and management reporting, developing scenario models, and supporting monthly executive and Board presentations.

You will partner with business leaders on cost management and strategic initiatives, while delivering insights through integrated revenue/expense analyses and ad hoc modeling.