Strategic Finance Analyst – Real Estate & Analytics

Tri Pointe Homes; Potomac (MD); On-site; USD 88,000 - 123,000; Full time

Benefits offered by this job

Health insurance

401(k) with 50% match

Paid time off

FSA & HSA

Education assistance

Job summary

Tri Pointe Homes DC Metro is seeking a Financial Analyst to assist management with forecasts, reports, models, and analyses to improve operational effectiveness for the company and division.

The ideal candidate has a Bachelor's in Accounting or Finance, 3+ years in a Financial Analyst role, advanced Excel skills, and knowledge of US GAAP and SOX, with experience in JD Edwards, Salesforce, or Hyphen Solutions. Base salary $87,700–$123,400 with annual bonus eligibility and comprehensive benefits.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• Minimum 3 years as Financial Analyst or related field; MBA preferred.
• Proven experience in financial reporting, data analysis, report writing, and business intelligence.

Responsibilities

• Prepare financial analysis on key operating results.
• Design, create, and deliver timely and accurate standard periodic and ad-hoc reporting on operational and financial metrics, including weekly operational reports and presentations, budget-to-actual reporting, monthly management reporting, and other recurring leadership reports.
• Support month-end close related to asset re-classifications, project cost allocations, unit activity, inventory, profit recognition, retention, and operational workflow items.
• Monitor and investigate gross margin variances/trends of backlog and closed homes, including backlog margin reviews and closing margin variance-to-plan reporting.
• Develop or update reports and analysis to track key operational and financial performance metrics against the Company’s and/or division’s strategic objectives.
• Monthly review of detailed budgeted job costs and direct costs versus actual performance; support budget review meetings with multiple departments and prepare budget revisions based on cost-to-complete assumptions.
• Work with VP Finance to prepare and update annual and quarterly business plans by working with key managers cross-functionally, including but not limited to Sales/Marketing, Construction/Ops, Purchasing, Finance/Accounting, and Land teams.
• Analyze current and historical financial results, perform variance analysis of key metrics, identify trends, and recommend actions.
• Assist leadership with special projects related to profitability, business planning, operational efficiency, and decision making.
• Create financial models and analysis to support strategic initiatives, identifying trends, risks, and potential areas for improvement.
• Analyze trends in ‘extra’ construction spend on individual lots during and after the close of escrow.
• Support internal and external audits by preparing and providing requested data and documentation in a timely manner.
• Provide support to the Corporate Accounting and Finance teams by responding to division-specific requests.
• Administer and track refund requests from utility agencies.
• Maintain sales team commission rate information and prepare bi-weekly commission payments.
• Support recurring tax reporting and payments, including business and occupation taxes, real estate taxes, personal property taxes, and related compliance items. Perform other duties and special projects as assigned.

Skills

Advanced Excel

Financial analysis

Financial modeling

Data-driven decision making

Business intelligence

SOX compliance

US GAAP knowledge

Cross-functional collaboration

Education

Bachelor’s degree in Accounting or Finance

MBA (preferred)

Tools

JD Edwards

Salesforce

Hyphen Solutions

Job description

Tri Pointe Homes DC Metro is seeking a Financial Analyst to assist management with forecasts, reports, models, and analyses to improve operational effectiveness for the company and division.

The ideal candidate has a Bachelor's in Accounting or Finance, 3+ years in a Financial Analyst role, advanced Excel skills, and knowledge of US GAAP and SOX, with experience in JD Edwards, Salesforce, or Hyphen Solutions. Base salary $87,700–$123,400 with annual bonus eligibility and comprehensive benefits.