What are the responsibilities and job description for the Senior Analyst, Financial Planning and Analysis position at Hillwood?
Company Overview:
Petrus Aviation, LLC is a flexible and efficient provider of equity and capital to the aviation industry, financing investments in aircraft and engine leasing, trading, part out, and freighter conversions.
Position Summary:
Petrus Aviation is seeking a dynamic and experienced Senior Analyst, Financial Planning and Analysis to join our growing team in Dallas, TX. This individual will be responsible for leading the budgeting, forecasting, financial analysis, and management reporting. The Analyst will play a critical role in delivering insights that support business strategy and decision-making at the senior leadership level. This position requires strong analytical acumen, leaderships skills, sound business judgment, and a deep understanding of financial and operational drivers within a fast-paced and evolving environment.
Key Responsibilities:
Planning and Forecasting:
- Lead the development of annual budgets, quarterly forecasts, and long-range financial plans at both asset-level and consolidated levels.
- Partner with operating partners to translate operational data into accurate financial projections.
Performance Analysis:
- Analyze financial and operational performance against budget and forecast; identify key variances and underlying drivers.
- Develop and maintain dashboard tools and KPIs to provide timely insights to senior leadership and asset teams.
- Collaborate cross-functionally with operations, accounting, and corporate strategy to support business decisions and performance optimization.
Reporting:
- Monthly review and quarterly analysis of JV valuation models, incorporating deal cash flows, and distribution waterfalls.
- Prepare and deliver monthly management reporting packages, including P&L, cash flow, capital expenditure & Return On Investment (ROI) reports.
- Support reporting for lenders, joint venture partners, and other stakeholders as needed.
Required Skills and Abilities:
- Proficiency in financial modeling, data analysis, and forecasting techniques. Advanced Excel skills required; knowledge of financial planning software (e.g., Adaptive Insights, Anaplan) is a plus.
- Strong understanding of financial principles, including GAAP, financial statements, and key performance indicators (KPIs).
- Excellent communication and interpersonal skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders.
- Detail-oriented with a commitment to accuracy and data integrity.
- Ability to thrive in a fast-paced environment, prioritize tasks, and manage multiple deadlines effectively.
- Strong analytical mindset, problem-solving skills, and a proactive approach to identifying opportunities for improvement.
- Strong communication and presentation skills; able to engage with both technical and financial stakeholders.
- Advanced Excel skills, experienced with forecasting and visualization software (Vena, Power BI).
Education and Experience:
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- Minimum of 6 years of progressive experience in financial analysis, planning or related finance and accounting roles.
- Prior experience in an FP&A role; real estate and/or aviation leasing industry experience preferred.
EEO Statement:
Hillwood is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law.