Lead Financial Planning Analyst

2 weeks ago


Sugar Land, Texas, United States IES Residential Full time

Overview:

We are looking for a proficient and seasoned Senior Financial Planning and Analysis (FP&A) Analyst to enhance our finance department, focusing on our single-family construction sector. The successful candidate will possess a robust background in financial strategy, analysis, and modeling, coupled with a deep understanding of the construction market. This position is essential for delivering strategic financial insights, enhancing business performance, and facilitating critical decision-making processes.

Core Responsibilities:

  1. Financial Strategy and Forecasting:
  • Create and sustain detailed financial models to aid in budgeting, forecasting, and long-term strategic planning for the single-family construction division.
  • Examine financial outcomes and provide actionable insights and recommendations to upper management.
Performance Evaluation:
  • Execute thorough financial assessments to pinpoint trends, discrepancies, and key performance indicators (KPIs).
  • Compile and present monthly, quarterly, and annual financial summaries to senior leadership and stakeholders.
Collaborative Business Support:
  • Engage with cross-functional teams, including operations, project management, and sales, to collect pertinent data and insights.
  • Offer financial expertise and assistance to business leaders, aiding them in comprehending financial implications and making informed choices.
Strategic Projects:
  • Contribute to strategic planning efforts, including evaluations of new projects, investment assessments, and profitability analyses.
  • Assist in M&A activities, encompassing due diligence, financial modeling, and integration strategies.
Operational Enhancements:
  • Identify potential areas for process enhancements and automation within the FP&A function.
  • Implement best practices to improve the efficiency and effectiveness of financial planning and analysis operations.
Regulatory Compliance and Risk Oversight:
  • Ensure adherence to financial regulations and organizational policies.
  • Monitor and manage financial risks associated with the single-family construction sector.

Qualifications:

  • Bachelor's degree in Finance or Accounting; MBA, CPA, or CMA preferred.
  • 5-7 years of experience in financial planning and analysis, ideally within the construction or real estate sectors.
  • Expertise in financial modeling, forecasting, and analytical techniques.
  • Advanced proficiency in Excel and experience with financial software and ERP systems (e.g., SAP, Oracle).
  • Exceptional analytical, problem-solving, and decision-making skills.
  • Strong communication and presentation abilities, capable of conveying complex financial concepts to non-financial audiences.
  • Demonstrated ability to collaborate effectively in a team-oriented and matrixed environment while managing multiple priorities.
  • High attention to detail and accuracy.


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