Senior Financial Analyst

Lockwood-Management-; Southfield (MI); On-site; USD 85,000 - 110,000; Full time

Job summary

Lockwood-Management- in Southfield, MI is seeking a Finance FP&A professional to support planning, forecasting and strategic analysis. The role partners with Finance, Operations and corporate functions to deliver actionable insights and drive growth.

The ideal candidate brings strong FP&A, budgeting, modeling and ERP experience, with a track record of translating operational activity into KPIs and financial outcomes in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 3-5 years in affordable housing or real estate analysis, underwriting, development, financing, or asset management.
• Advanced Microsoft Excel skills, including complex financial modeling and reporting.
• Experience using ERP systems and financial reporting tools, including Power BI.
• Strong budgeting, forecasting, and variance analysis experience.

Responsibilities

• Support FP&A processes including budgeting, forecasting and reporting.
• Develop variance analyses monthly, quarterly and annually against budget and plan.
• Build and maintain financial models for forecasting, capital allocation and M&A.
• Translate operational activities into KPIs and financial metrics.
• Partner with leaders to drive performance and financial insights.

Skills

Advanced Excel

Power BI

Budgeting & Forecasting

ERP Systems

Variance Analysis

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

MS Excel

ERP Software

Power BI

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Southfield, MI, US

3 days ago Requisition ID: 1884

Summary

This role will support financial planning, strategic decision-making and other finance initiatives across the company. The successful candidate will combine strong FP&A capabilities, business partnership, technical finance and strategic analysis skills. This individual will work closely with Finance, Operations and other corporate functions to provide actionable insights, improve decision-making, and support Lockwood's growth objectives.

Essential Duties and Responsibilities

Financial Planning & Analysis

• Support company FP&A processes, including annual budgeting, quarterly forecasting and financial reporting, and long-range planning processes for management and executive leadership presentation and review.


• Develop and implement detailed variance analyses performed on a monthly, quarterly and annual basis, versus budget, forecast, prior year, and strategic plan, identifying key business drivers, risks, and opportunities.


• Develop and maintain financial models to support forecasting, scenario analysis, capital allocation, and M&A decisions.


• Partner with business leaders to translate operational activities and business initiatives into KPIs and metrics that drive performance.

Strategic Finance

• Perform financial analyses and prepare pro forma models, budgets, and project cash flows to support growth initiatives, capital investments, operational improvement projects, and other corporate priorities.


• Evaluate investment opportunities and business cases utilizing Net Present Value (NPV), Discounted Cash Flow (DCF), Internal Rate of Return (IRR), payback analysis, and other financial return methodologies.


• Perform scenario, sensitivity, and profitability analyses to support capital allocation and business decision-making.


• Support underwriting for acquisitions and new developments.


• Gather and interpret market, demographic, and operational data.

Cross-Functional Partnership & Process Improvement

• Help to build structure around financial processes and reporting frameworks.


• Leverage ERP to improve analysis, efficiency, and visibility into business performance.


• Identify opportunities for process improvement, automation, and enhanced analytics.


• Support the adoption and practical use of AI-enabled tools and emerging technologies within finance and business processes.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.


• Experience: 3-5 years in affordable housing or real estate analysis, underwriting, development, financing, or asset management.


• Advanced Microsoft Excel skills, including complex financial modeling, scenario analysis, data manipulation, and reporting.


• Strong experience utilizing ERP systems and financial reporting and analytical tools, including Power BI.


• Demonstrated experience in budgeting, forecasting, monthly and quarterly reporting, variance analysis, and performance management.


• Strong understanding of financial statements, key performance indicators, and business performance drivers.


• Experience evaluating investments and strategic opportunities utilizing NPV, DCF, IRR, and related valuation methodologies.


• Excellent written and verbal communication skills with the ability to translate financial information into actionable business insights.


• Strong business acumen with the ability to connect operational performance to financial outcomes.


• Highly organized, self-motivated, and comfortable operating in a fast-paced, evolving environment.


• Ability to travel as required to support business needs.

Preferred Qualifications

• Exposure to business intelligence, visualization, and analytics platforms.


• Familiarity with AI tools and their application within finance, reporting, planning, and decision support.


• MBA, CFA, or other relevant professional designation.