Financial Planning Specialist

7 days ago


Newton, Massachusetts, United States Roessel Joy Full time
Financial Analyst Job Description

A leading real estate development company, Roessel Joy, is seeking a skilled Financial Analyst to join their team. The ideal candidate will have experience in lending and proficiency in QuickBooks Online and Bill.com. Additionally, a degree in accounting and/or finance is required.

Key Responsibilities:

  • Develop annual financial plans and budgets for multiple business lines
  • Maintain rolling forecasts based on trends and business input, working closely with business leaders
  • Develop and maintain management reports and KPIs, conducting variance analysis to compare actual results to budgets and forecasts
  • Provide analytical insights for decision-making and support regular divisional presentations and reports
  • Leverage Excel, Anaplan, and reporting tools to enhance modelling and reporting capabilities

Requirements:

  • University degree and seven-plus years' relevant experience
  • Prior experience with financial modelling, either in an FP&A, investment banking, or similar role is required, with prior experience in insurance FP&A strongly preferred
  • Strong technical skills in Excel are required, with preference given to those with QuickBooks Online or other financial planning software skills
  • Strong presentation and communication skills
  • Ability to work in a fast-paced environment, be a self-starter, and willingness to adapt as needed


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