Sr. Financial Analyst

HomeServices of America; Eden Prairie (MN); Remote; USD 95,000 - 113,000; Full time

Job summary

A leading real estate services company is seeking a Finance Analyst to oversee financial analysis and reporting. This role requires 5-8 years of experience in finance and a Bachelor's degree in accounting or finance. Responsibilities include preparing budgets and forecasts, assisting with accounting procedures, and coordinating audits. This position allows for remote work within the U.S. and offers competitive pay of $95,000 - $113,000 annually along with comprehensive benefits.

Benefits

Full suite of benefits including Medical

401(k) with employer match

Paid Vacation (PTO)

Qualifications

• 5 to 8 years professional finance experience.
• Related industry experience helpful.

Responsibilities

• Prepare financial and business-related analysis and research.
• Assist with development of accounting procedures.
• Coordinate the annual audit and ensure data accuracy.

Skills

Excellent interpersonal and communication skills

Good organizational skills

High degree of integrity

Technical skills related to real estate, mortgage or franchise

Complex financial analysis

Strong Excel, Access and Word skills

Education

Bachelor's degree in accounting or finance

MBA or CPA (optional)

Tools

Excel

Access

Word

Job description

Oversee and prepare business related analysis and research in such areas as financial revenue and expense performance, depreciation and other related areas for special management reports, fiscal planning, budget and forecasting. Ensure practices are in accordance with company policy, accounting principles, and regulatory and contractual obligations. May supervise or direct the activities of finance staff.

Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations.

1. Prepare financial and business-related analysis and research. (75-90%)

• Prepare analysis of complex financial data needed in forecasting, budget planning and control and project cost evaluations.
• Prepare budgets, forecasts and analyze trends in sales, finance, general business conditions, and identify and report significant variances to management.
• Develop and implement short and long-range plans and current year forecasts, ensuring that accounting records, data and statistics meet the needs of management.
• Prepare and analyze monthly journal entries and monthly financial statements.
• Reconcile and analyze all balance sheet accounts monthly and book appropriate entries. Investigate, correct and follow-up on any inaccuracies identified.
• Provide management with recommendations on actions and/or modifications regarding financial procedures, plans and controls.
• Prepare special financial reports as requested by management. Present results of research and analysis and provide recommendations in written and verbal presentation formats.
• May prepare tax returns and/or legal and regulatory reports.
• Coordinate the annual audit and ensure auditors are furnished with complete and accurate data.

2. Assist with the development of accounting procedures and monitor all related transactions for proper legal and regulatory compliance. (10-15%)

3. May assist with accounting duties related to cash management, escrow administration, franchise transactions, agent accounts or other business records and reporting. (0-10%)

4. Assist in the development of business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analysis. (5-10%)

5. Perform any additional responsibilities as requested or assigned. (0-5%)

Performance Expectations

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Qualifications

Education:

• Bachelor's degree in accounting or finance degree or equivalent training and experience.
• MBA or CPA optional but preferred.

Experience:

• 5 to 8 years professional finance experience.
• Related industry experience helpful.

Knowledge and Skills:

• Excellent interpersonal and communication skills, both written and oral.
• Good organizational skills with a high degree of analysis, accuracy, quality, and detail orientation.
• High degree of integrity.
• Technical skills related to real estate, mortgage or franchise.
• skills to complete complex financial analysis and excellent problem-solving techniques.
• Ability to manage conflicts and changes.
• Able to work independently and as a member in a team-oriented environment.
• Demonstrated computer proficiency. Experience with accounting and general ledger
• Strong Excel, Access and Word skills.
• Ability to prioritize and handle multiple task and projects concurrently; work well under pressure of deadlines.

Wage: $95,000 - $113,000 annually; actual wage is based upon education and experience. Potential for annual discretionary bonus.

Location: This position is open to remote work hiring within the U.S. mainland, or if the candidate is local to the Twin Cities metro area, will be on-site at this location with work from home flexibility.

Benefits: Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and 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.