Sr Financial Analyst

RealtySouth; Eden Prairie (MN); Hybrid; USD 99,000 - 117,000; Full time

Benefits offered by this job

Medical

Health Savings Account

Dental

Vision

Life Insurance

Paid Vacation (PTO)

401(k) with employer match

Flexible Spending Account

Employee Assistance Program (EAP)

Job summary

HomeServices is seeking a Senior Financial Analyst to consolidate and report its financial statements and manage the month‑end close with regional operating companies. You will prepare reporting packages for management and Berkshire Hathaway Energy, and support annual budget processes.

You will work with the Shared Success Center finance staff to ensure timely, accurate consolidation and reporting, and perform ad hoc analyses.

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 3–5 years of accounting experience, including 2 years consolidations.
• OneStream experience is a plus.
• Strong Excel, Word, PowerPoint, Teams/CoPilot and SharePoint skills.
• CPA not required but preferred.

Responsibilities

• Consolidate and analyze monthly financial statements and manage month-end close with regional operating companies.
• Prepare monthly reporting packages and analyses for management and BHE.
• Prepare and analyze monthly journal entries including inter‑company transactions.
• Reconcile and analyze balance sheet accounts monthly for HomeServices.
• Support quarterly/annual external reporting and audits.

Skills

Analytical skills

Attention to detail

Organizational skills

Independent work

Communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

OneStream

Excel

Word

PowerPoint

Teams/CoPilot

SharePoint

Job description

The Senior Financial Analyst is responsible for the reporting of HomeServices consolidated financial statements as well as the monthly accounting and analysis and annual budget preparation for the HomeServices parent company. The Senior Financial Analyst is responsible for working directly with the Shared Success Center’s finance staff to ensure timely and accurate consolidation and reporting to Berkshire Hathaway Energy (BHE). The Senior Financial Analyst is responsible for preparation of financial reporting packages and other ad hoc reporting and analysis for internal management and external uses.

Provides Support to the Following Positions

Corporate Controller, CFO, CEO, Corporate Finance staff, the regional operating companies CFOs and finance staff and BHE

Primary Job Duties and Responsibilities (Essential Job Functions)

• Consolidate and analyze monthly financial statements related to HomeServices and manage month-end closing process with regional operating companies. (25%)
• Prepare monthly reporting packages with appropriate analysis as needed by management and BHE. (25%)
• Prepare and analyze monthly journal entries related to HomeServices parent, including inter-company transactions. Responsible for working directly with the regional operating companies to ensure inter-company activity is appropriately accounted for. (15%)
• Prepare and analyze monthly financial statements related to HomeServices parent. (10%)
• Reconcile and analyze all balance sheet accounts monthly for HomeServices. (10%)
• Support quarterly and annual external reporting and audit. (5%)
• Support consolidation of long-range plans and current year forecasts for HomeServices. (5%)
• Perform any additional responsibilities as requested or assigned. (5%)

Communications / Contacts

• Internal – Department staff, Management at all operating companies
• External –Auditing firms, BHE staff

Performance Expectations (Key Success Factors)

• Perform responsibilities as directed within determined time frames and with a high degree of accuracy and integrity.
• Establish and maintain effective work relationships within the Finance department and the regional operating companies.
• Maintain sensitive and confidential information regarding Company information.
• Enhance job knowledge and abilities by taking personal responsibility for professional development and training.
• Attend work on a regular basis and support the Company's employee policies and procedures, including workplace safety rules.

Position Requirements

• Bachelor’s degree in Accounting or Finance.
• 3 – 5 years of accounting experience. Specifically, a minimum of 2 years of financial statement consolidation and preparation experience. Experience with OneStream software is a plus.
• Strong computer skills required including Excel, Word, PowerPoint, Teams/CoPilot, and SharePoint.
• Demonstrated strong analytical and problem-solving skills, with attention to detail and commitment to accuracy.
• Desire and ability to initiate process and system improvements.
• Ability to work independently; resourceful and action-oriented.
• Must possess strong organizational skills, including workload prioritization and project management.
• Ability to consistently meet deadlines.
• Excellent interpersonal and communication skills, both written and oral.
• CPA not required but preferred.

Wage: $99,000 - $117,000 annually; actual wage is based upon education and experience. Potential for annual discretionary bonus.

Benefits:

• Medical
• Health Savings Account
• Dental
• Vision
• Life Insurance
• Paid Vacation (PTO)
• 401(k) with employer match
• Flexible Spending Account
• Employee Assistance Program (EAP)

Equal Opportunity Employer

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.