Financial Planning Analyst

Job description:

Position Overview

The Financial Planning Analyst (FP&A) for Summit Homes will play a key leadership role in driving financial performance, operational insights, and strategic decision-making within the division. Reporting to the Regional Director of FP&A, this role oversees all aspects of financial planning, budgeting, forecasting, reporting, and analysis that supports both short-term operations and long-term growth. This position will support several aspects of the business, including land acquisition, homebuilding operations, and community development. The position partners closely with the Division President and leadership team to ensure financial discipline, profitability, and alignment with corporate objectives.

Key Responsibilities

Strategic & Financial Leadership

• Partner with the Division President, Regional CFO, and Regional Director of FP&A to develop and execute financial strategies that drive growth, evaluates margin and manages SG&A expenses.
• Lead the annual business plan, monthly reforecasts, and multi-year financial modeling for the division.
• Evaluate financial impacts of new land acquisitions, community openings, pricing strategies, incentives, and product mix.

Operational & Performance Analysis

• Provide accurate performance reporting at varying intervals, including variance analysis versus budget and variance to forecast for key metrics (sales, closings, margins, inventory, SG&A, etc.).
• Quickly provide a high-level summary analysis for Regional Leadership.
• Partner with land, construction, and sales leaders to monitor profitability, inventory supply, return on assets, asset turns and return on invested capital.
• Develop standardized dashboards and KPIs to improve visibility into financial performance at both the community and divisional level.
• Weekly reporting to Home Office for varying statistics including sales, starts, closings, spec counts, etc..
• Weekly updates to the forecast for known changes relating to closing volume, average sales price, and margins. This includes a proper flow-through for fixed vs variable costs to allow for sensitivity analysis.
• Lead monthly post-close financial reviews to identify trends, risks, and improvement opportunities across the business.

Business Partnering & Decision Support

• Act as a key finance advisor to operational leaders — translating financial data into actionable insights that support operational excellence and cost efficiency.
• Provide financial support for land acquisition underwriting, what-if analyses as requested and project-level return analysis.
• Collaborate with regional and corporate finance teams to ensure alignment on policies, forecasts, and strategic initiatives.
• Work with Home Office and local teams on land fund updates, monitoring land development spend / timing, and re-forecasting individual project timelines.
• Updating the regional team on changes to forecast, land purchases, land development and any other material change to the business.

Qualifications

Education & Experience:

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 3+ years of progressive experience in FP&A, corporate finance, or related roles.
• Experience in the homebuilding, real estate development, or construction industry is a plus.

Skills & Competencies:

• Advanced Excel experience with modeling skills
• Strong understanding of financial statement flow, revenue recognition, project costing, and cash flow forecasting in a project-based business.
• Excellent analytical, problem-solving, and communication skills.
• Ability to manage multiple priorities and work effectively with cross-functional teams.
• Proactive, business-partner mindset.
• Strong work ethic and time management skills.

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid parental leave
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Unlimited paid time off
• Vision insurance
• Volunteer time off

Work Location: In person