Senior Financial Analyst
1 week ago
OVERVIEW
The Senior Financial Analyst plays a pivotal role in shaping and executing financial strategies for Oakwood Village. This position is responsible for crafting the annual financial plan, conducting monthly performance reviews, and analyzing data to identify growth avenues. Reporting directly to the Controller, this role is integral to the financial health of the organization.
KEY RESPONSIBILITIES
- Develop and present annual operational and capital budgets
- Conduct financial analysis and propose actionable insights
- Collaborate on the establishment of key performance metrics and financial data
- Oversee the formulation of pricing strategies
- Work closely with the Controller on financial forecasting
- Engage in cross-departmental initiatives aimed at enhancing operations
- Ensure fiscal discipline and drive profitability
- Mitigate risks through effective contract oversight and cost management
- Optimize investment returns through Treasury operations
- Adopt a service-oriented mindset with stakeholders
- Provide mentorship and foster development within the Finance team
- Undertake additional responsibilities as required
- Strong intellectual curiosity and a proactive mindset
- Commitment to continuous improvement and staff engagement
- Detail-oriented with a comprehensive understanding of financial issues
- Dedicated to supporting both residents and business partners
- Ability to prioritize tasks, meet deadlines, and communicate effectively
- Demonstrated independent judgment and knowledge of organizational protocols
- Bachelor's degree in Accounting is mandatory; MBA is advantageous
- A minimum of ten years of experience in accounting and management is essential
- Proficient in advanced Excel and familiar with accounting software
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