Sr. Financial Analyst

Socket.dev; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Financial Planning

Time Off & Life Balance

Family & Lifestyle

Job summary

Perry Homes is seeking a Senior Financial Analyst to partner with business leaders and drive the annual budget process, home pricing strategy, and financial discipline across operations. You will perform monthly budget-to-actual reviews, conduct margin analyses on homes and closed jobs, and support forecast accuracy with data-driven insights.

Ideal candidates have a Finance/Accounting background with at least 4 years of experience, strong MS Office skills, and a track record in financial

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or similar discipline required; MBA preferred.
• Minimum 4 years of relevant finance or accounting experience.
• Strong analytical abilities and ability to communicate findings in meetings and presentations.
• Proficiency with MS Office products including Excel and PowerPoint; financial modeling skills are essential.
• Big 4 public accounting experience is a strong plus.

Responsibilities

• Analyze and document budget to actual performance monthly (P&L and balance sheet).Analyze department, construction, and sales overheads; closed job budget analysis.
• Assist in pricing strategy and margin analysis on homes and closed jobs; support ad hoc field requests.
• Contribute to corporate financial model enhancements and inventory forecasting for capital planning.
• Identify opportunities to automate analyses and improve forecasting using data workflows and AI.

Skills

Budgeting

P&L analysis

Excel

PowerPoint

Financial modeling

Variance analysis

Education

Bachelor's degree in Finance/Accounting/Economics

MBA preferred

Tools

MS Office

Outlook

Excel

PowerPoint

Job description

About The Role

The Senior Financial Analyst supports the finance organization through detailed analysis, strategic insights, and proactive partnership with business leaders. This role plays is key in driving the annual budget process, supporting key sales and operations leaders with the home pricing strategy, and maintaining strong financial discipline through variance analysis.

What You’ll Do

Analyze and document budget to actual performance on a monthly basis, including:

• P&L and balance sheet analysis;
• Department, construction, and sales overhead analysis;
• Closed job budget analysis.

Perform critical financial processes, which includes but is not limited to the following:

• Product Pricing (Base Price Worksheets);

• Margin Analysis on homes for sale;

• Margin Analysis on closed jobs;

• Ad Hoc field requests (Profit Participation, Development Analysis, etc.)

• Support and further enhance corporate consolidated financial model, which is used extensively for inventory management, developing financial statement forecasts, and to ensure compliance with company credit and capital requirements and objectives.

• Identify and evaluate opportunities to enhance financial processes using artificial intelligence (AI)—including automation of routine analyses, streamlining data workflows, and leveraging machine-learning insights—to drive operational efficiency, improve forecasting accuracy, and support data-driven decision-making across the finance organization

Assist in company budget process, which includes but is not limited to the following:

• Prepare budget model and templates;
• Collaborate with department heads to prepare operating expense and capital expenditure budgets;
• Consolidate the operating revenue and expense and capital expenditure forecasts by month to prepare the annual plan and incorporate into the corporate consolidated financial model;
• Upload final budget into reporting data warehouse.

• Perform rigorous monthly budget-to-actuals due diligence by department, including scheduling and leading cross-functional review sessions to analyze variances, validate underlying drivers, and capture departmental insights to inform accurate forecasts and actionable financial recommendations.
• Conduct quarterly market analysis of publicly traded residential construction companies, synthesizing financial performance, industry trends, competitive positioning, and emerging risks to inform strategic planning and support executive decision-making.

Requirements

What We’re Looking For

• Bachelor’s degree in Finance, Accounting, Economics, or similar discipline required. MBA preferred, reflecting advanced analytical, strategic, and leadership capabilities.
• A minimum of 4 years of relevant finance or accounting experience required.
• Demonstrated computer skills including a working knowledge of MS Office products, including Outlook, Excel, Word, and PowerPoint.
• Strong analytical abilities and ability to communicate analytical findings both verbally (in meetings) and in written form (through formal presentations, PowerPoint).
• Business/financial modeling skills and high accuracy with numbers required.
• Big 4 public accounting experience a strong plus, reflecting advanced technical proficiency, analytical rigor, and exposure to complex financial reporting environments.

Benefits

Why You Will Love Working Here

• Competitive compensation and benefits package:
  • Medical, dental, vision coverage
  • Financial Planning
  • Time Off & Life Balance
  • Family & Lifestyle
• Opportunities for growth and development
• Culture that is collaborative, inclusive, fast-paced, people-first
• Stable company with strong reputation in the market

Why Join Perry Homes?

At Perry Homes, we’re committed to integrity, excellence, and service—values that guide every customer interaction. Join a team where your work directly contributes to an exceptional homebuying experience and a trusted brand. We’re committed to creating an inclusive workplace where people can do their best work.

Perry Homes is an Equal Opportunity Employer