Description
The Financial Planning and Analysis Manager is responsible for overseeing Lakeshore s budgeting, planning, forecasting, strategic business assessments, and ongoing financial reporting and analysis. They will manage the decision support and financial analysis efforts for business units, providing the financial modeling, rationale, risks, and budget implications plus cost/value assessment that supports Lakeshore s business and acquisition decisions.
Responsibilities
- Produce and analyze company financial data including variance analysis to budget and prior year
- Prepare annual budget for designated areas, including inputs on overall process
- Review of financials compared to budgets and identify issues affecting business performance
- Identify, produce, and analyze key financial metrics (KPI's)
- Assist with periodic financial projections through contact with business and analysis of underlying run rates
- Evaluate and suggest improvements of all current financial processes and systems
- Provide assistance to automate processes and implement systems changes as necessary
- Prepare monthly financial analysis package including explanation variances and metrics
- Provide forward-looking business support to leadership to help evaluate key strategic decisions, including pricing and business case analysis
- Develop financial models; conduct benchmarking and process analysis across multiple business segments
- Analyze expense variances to budget and prior year and identify savings opportunities
- Manage inhouse due diligence analysis for potential acquisitions
- Prepare monthly and quarterly financial reports for lenders
- Assist in various ad hoc financial analysis, financial systems and process improvements, and special projects
- Help develop presentation quality deliverables to finance and business leadership
- Supervise a team of 3-5 financial analysts
Requirements
- Bachelor Degree; Accounting or Finance; MBA preferred
- 5+ years of related professional work experience
- CPA or CFA designation preferred
- FP&A experience with exposure to complex internal reporting and analytical processes and exposure to executive leadership
- Proficient in spreadsheets, databases, MS Office and financial software applications
- Residential Real Estate industry experience desired
- Ability to communicate effectively and be comfortable explaining financial and accounting concepts to people with nonfinancial backgrounds
- Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis
- Outstanding presentation, reporting and communication skills
- Strong initiative, follow through and ability to manage multiple projects
- Must be detail oriented with utmost attentiveness to accuracy and deadlines
- Excellent analytical skills and integrity
- Ability to work well with others in fast paced, dynamic environment
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