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Financial Analyst
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Phoenix

    Financial Analyst - Phoenix, United States - Cove Communities

    Cove Communities
    Cove Communities Phoenix, United States

    3 weeks ago

    Default job background
    Tourism / Travel / Hospitality
    Description

    Job Summary

    The Financial Analyst will play a crucial role in providing financial reporting, business insights, and analysis to support strategic decision-making and optimize the financial performance of our real estate portfolio. Working as part of a cross-functional team, this role will monitor KPIs, track performance, develop budgets and forecasts, assemble recurring financial packages, and support internal and external stakeholders with ad-hoc analysis to achieve financial goals.

    • This position is on-site. No relocation fees are available for this position.

    Primary Duties & Responsibilities

    1. Financial Reporting: Prepare accurate and timely financial reports and presentations for various levels of the organization including investors and lenders, highlighting key insights, trends, and recommendations on recurring and ad hoc bases.
    2. Performance Analysis: Conduct variance analysis and performance metrics tracking to evaluate the financial performance of real estate assets and support departments to identify key drivers of performance, and recommend strategies for improvement.
    3. Data Validation and Documentation: Validate and own financial data, dashboards, and financial reporting and clearly and concisely document and support underlying assumptions and analytical outcomes.
    4. Budgeting and Forecasting: Assist in the preparation of annual budgets and periodic forecasts for properties and portfolios, ensuring alignment with strategic objectives and market trends.
    5. Financial Modeling: Develop and maintain financial models to analyze existing assets as well as investment opportunities, including cash flow projections, sensitivity analysis, and valuation models.
    6. Collaboration: Collaborate with cross-functional teams including operations, corporate services, asset management, and property management to gather relevant data and insights, understand market drivers, and ensure alignment of financial goals with operational strategies.
    7. Ad Hoc Analysis: Perform ad hoc financial analysis and support special projects as required, providing insights to address specific business questions or challenges.
    8. Process Transformation: Identify opportunities to automate, streamline, and continue to scale the organization for enhanced efficiency, effectiveness, and continued growth.

    Required Skills:

    • Ability to think critically, analyze data, and consider multiple data-points.
    • Self-starter who is intellectually curious and detail-oriented.
    • Highly proficient with Excel and Microsoft Office Suite.
    • Excellent written and verbal communication skills.
    • Ability to prioritize, organize, and coordinate multiple tasks and assignments.
    • Excitement to learn, grow, and be challenged.
    • Ability to travel <10% to visit properties in Canada, FL, and along the East Coast.

    Education and Experience

    • Bachelor's Degree in Accounting, Finance, Economics, or a related field.
    • Minimum of 1-2 years of experience in financial analysis.
    • Previous Real Estate experience is a plus but not required.

    Living Our Core Values

    Our Core Values are a way of life, not just empty promises. We're searching for Team Members who:

    • Love what they do to make our guests' dreams come true and shows it through delivering service excellence authentically.
    • Continually raise the bar by investing in their own personal development and looking for innovative ways to exceed our guests' expectations.
    • Make every moment count, so our Team Members look forward to coming to work every day and our guests look forward to creating new memories on their return visits.
    • Consistently do the right thing for our Team Members and guests by keeping promises and delivering on commitments, building trust along the way.
    • Demonstrate kindness by following the 'Golden Rule', ensuring that Team Members and guests have a voice and feel valued.

    About Cove Communities

    At Cove Communities, we are dedicated to crafting exceptional living experiences for active adults and RV enthusiasts across the U.S. and Canada. We're not just in the business of real estate investment – we're creators of vibrant, welcoming havens where residents can live life to the fullest. From beautifully landscaped grounds to state-of-the-art recreational facilities, every Cove community and RV resort is designed with the needs and desires of our residents in mind. Whether it's enjoying a round of golf, socializing with neighbors at a community event, or embarking on an unforgettable RV adventure, Cove offers something for everyone.

    Join us at Cove Communities and experience the excitement of being part of a movement that's transforming retirement living and RV resort experiences. With Cove, the best is yet to come.

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