Sr Financial Analyst

Edward Rose & Sons, LLC; Michigan; Vor Ort; USD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

On the job training and development

Generous paid time off

Bonus opportunities

Great work environment

Opportunities for advancement

Discounted apartment home

Zusammenfassung

Edward Rose & Sons, LLC is seeking a Sr. Financial Analyst to join our Bloomfield Hills team. You will analyze financial performance, build models, and advise on strategic directions for real estate operations or development projects.

The role emphasizes budgeting, forecasting, and executive-level reporting, with mentoring of other analysts. Strong Excel skills and experience with FP&A are essential for success.

Qualifikationen

• Bachelor’s degree in accounting, finance, or related field is required.
• Minimum 5 years of progressively responsible financial analysis, FP&A, real estate, development, construction finance, or related experience.
• Advanced Excel skills including modeling, Pivot Tables, XLOOKUP/INDEX-MATCH, scenario analysis, and large-data analysis.
• Experience with budgeting, forecasting, long-range planning, variance analysis and reporting.
• Strong quantitative and analytical abilities; able to translate findings into recommendations.
• Excellent written and verbal communication; able to present to executives and non-finance stakeholders.

Aufgaben

• Analyze financial data and develop models for decision support.
• Prepare reports on financial performance for leadership reviews.
• Identify trends and potential causes of financial impacts.
• Develop reporting and forecasting tools for efficient data use.
• Support Investment Committee and senior leadership with analyses and scenario modeling.
• Lead financial process improvements and mentor other analysts.

Kenntnisse

Advanced Excel skills

Financial analysis

Forecasting

Budgeting

Data analysis

Ausbildung

Bachelor’s degree in accounting, finance, or related field

Tools

Excel

Yardi

Jobbeschreibung

Bloomfield Home Office
Bloomfield Hills, MI 48304, USA

Description

Start with a job, stay for a career.

For over 100 years, Edward Rose & Sons has been committed to career development for our team members. We offer you the opportunity to grow in an environment where you will feel valued, have room for advancement, and be rewarded for your good work.

We are currently looking for a Sr. Financial Analyst to join our team in Bloomfield Hills! The Sr. Financial Analyst will analyze the company’s financial performance and advise the company on its future financial strategy.

What are the responsibilities of the Sr. Financial Analyst?

Senior Financial Analysts will have a focus on either real estate operations or construciton and development operations based on their role in the originazation. Each focus area may have responsibilities in addition to those listed below.

• Analyze financial data and develop models for decision support.
• Prepare reports on financial performance for regular leadership reviews.
• Summarize and advise the organization on findings related to financial reporting.
• Identify trends and potential causes of financial impacts.
• Make recommendations on financial decisions for the organization.
• Act as a mentor to other Financial Analysts.
• Analyze industry trends and make recommendations.
• Guide the cost analysis process by establishing and enforcing policies and procedures.
• Aid in capital budgeting and expenditure planning processes.
• Develop reporting and forecasting tools for efficient use of data.
• Identify and drive financial process improvements.
• Monitor operational budgets.
• Perform other related duties as requested.
• Develop and maintain financial models for development projects, construction budgets, operating forecasts, cash flow projections, and investment returns.
• Prepare budgets, forecasts, and long-range financial plans; analyze actual results against expectations and clearly explain significant variances.
• Monitor capital deployment and construction costs against approved budgets, identifying emerging risks, trends, and opportunities before they materially impact project performance.
• Translate operational, development, and project information into meaningful financial analysis and recommendations for management.
• Support Investment Committee and senior leadership with financial analysis, project evaluations, scenario modeling and executive-level reporting.
• Partner with Construction, Land Acquisition, Project Management, Accounting and other functional teams to improve financial performance and decision-making.
• Develop and enhance financial reporting, forecasting tools, dashboards, and processes to improve the accuracy, timeliness and usability of financial information.
• Identify financial and operational trends, investigate underlying drivers, and recommend appropriate actions.
• Lead or support financial process improvements, including reporting automation, data utilization, and analytical efficiencies.
• Analyze relevant industry market trends and assess their potential impact on company and project performance
• Provide guidance and mentorship to Financial Analysts and contribute to the development of the broader FP&A function.
• Perform other related responsibilities as appropriate.

What are the role requirements?

• Bachelor’s degree in accounting, finance, or related field is required.
• A minimum of 5 years of progressively responsible financial analysis, FP&A, real estate, development, construction finance, or related experience.
• Advanced Excel skills including financial modeling, Pivot Tables, XLOOKUP/INDEX-MATCH, scenario analysis, and large-data analysis.
• Demonstrated experience with budgeting, forecasting, long-range planning, variance analysis and management reporting.
• Strong quantitative, analytical, and critical-thinking capabilities with the ability to identify trends, risks, opportunities, and underlying business drivers.
• Ability to independently investigate complex financial issues and translate findings into clear, actionable recommendations.
• Strong written and verbal communication skills, including ability to communicate financial concepts effectively to both finance and non-finance stakeholders.
• Demonstrated ability to prepare concise, executive-level financial reporting and presentations.
• Experience improving financial processes, reporting systems, and automation.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Strong attention to detail.
• Advanced Knowledge of Microsoft Office programs.
• Previous experience with Yardi is preferred.
• Self-driven and able to work independently.
• Ability to work cooperatively and respectfully with others.
• Should consistently demonstrate behaviors that align with the company’s Mission, Vision, and Values, and perform in accordance with the standards outlined in our Performance Pillars.
• Must have an acceptable driving record and a valid driver’s license.
• Regular attendance, work ethic and strong interpersonal skills are required for success in this position.

What's in it for you?

• Comprehensive benefits package, including 401(k) with company match
• On the job training and development
• Generous paid time off programs
• Competitive compensation plan with bonus opportunities
• Great work environment
• Opportunities for advancement
• Discounted apartment home

Grow a Career with Edward Rose & Sons!

Edward Rose & Sons is committed to career development for our team. We offer training and development through on the job, technical, sales, and leadership tracks and provide solid growth potential in all areas of our business.

Our Mission, Vision, and Values:

We are an Equal Opportunity Employer, and we affirmatively seek diversity in our workplace. We recruit qualified candidates and advance our employees without regard to race, color, religion, gender, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status or characteristic protected by federal, state or local laws.

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.