What are the responsibilities and job description for the Finance Analyst position at Mark Spain Real Estate?
Finance Analyst
About Mark Spain Real Estate:
Mark Spain Real Estate (MSRE) is a top rated residential real estate brokerage in the US, helping families buy and sell their homes. MSRE is the #1 real estate team in the industry for client satisfaction, with over 12,000 5-star reviews. The brokerage serves thousands of families each year and closes billions of dollars of real estate transactions annually by offering homeowners several home selling programs, including getting the best possible Guaranteed Offer for qualified clients. MSRE is poised to more than double the volume of homes sold annually by leveraging technology to better serve clients and pursuing geographical expansion to serve even more families.
Position Overview:
Reporting directly to the Finance Manager, the Finance Analyst will play a pivotal role in supporting a lean Finance team responsible for internal and external reporting, budgeting and long-range forecasting, operational KPI analyses, ad hoc analyses, and business modeling. The analyst will partner with the Finance Manager to build scalable and efficient processes as Mark Spain Real Estate continues to grow as well as supporting operational leaders of the business ensuring timely and accurate information across all departments and the at the organization-level. The ideal candidate will be a highly motivated self-starter with 1-3 years of finance/FP&A experience in a very fast-paced and dynamic environment, and a passion for collaboration and opportunities.
Essential Functions:
1. Financial Reporting and Analysis:
● Generate financial reports and interpret financial information while recommending potential actions to improve financial results
● Partner with Accounting to ensure smooth and accurate month end close reporting
● Maintain and improve the company’s consolidated reporting package, used for monthly board of directors meetings and other strategic reporting
● Report on company’s operational KPIs and identify areas of strength and weakness in the business
● Partner with the Data Analytics team to develop detailed financial reporting and analytical capabilities in Looker, the company’s BI tool
● Load forecasts and goals are approved and loaded into all systems
● Create ad-hoc analysis as needed based on requests from executive leadership
● Reporting, analyzing and explaining variances in weekly & monthly calls with business leaders
2. Financial Modeling:
● Build and maintain complex financial models to support strategic initiatives and scenario planning
3. Budgeting and Forecasting:
● Utilize FP&A planning software to develop, manage, and analyze annual budgets and quarterly forecasts in collaboration with department heads and the executive team
● Support integration of new FP&A planning software, become an expert in FP&A planning tool, and own ongoing maintenance and updates to the system
● Contribute to the creation of a streamlined budgeting model which factors in all relevant business drivers and enables scenario analysis
● Monitor budget performance and provide variance analysis to identify areas of
improvement
4. Cross-Functional Collaboration:
● Collaborate with cross-functional teams to gather data, understand business processes, and provide financial insights
5. Continuous Improvement:
● Contribute to process improvement opportunities and enhancement of financial reporting and analysis processes
Knowledge and Skills
● Advanced Excel skills and experience with complex financial modeling
● Experience with SQL and Python highly desirable
● Strong understanding of AI models and up to date knowledge of AI capabilities
● Strong knowledge of US GAAP and ability to partner with the Accounting team to ensure financial results are reported in accordance with GAAP
● Strong proficiency with Looker or similar business intelligence tools such as PowerBI, Tableau, etc
● Experience with Salesforce, FP&A planning software systems, Quickbooks online, LoneWolf (real estate accounting) software desirable
● Excellent analytical, problem-solving, and critical-thinking abilities
● Strong communication and presentation skills
● Ability to analyze complex data sets and identify key takeaways
● Ability to work independently and as part of a team
● Attention to detail and a commitment to accuracy
Range of Experience
● 1-3 years of experience as a Financial Analyst or similar role is required
● Experience in professional services businesses and/or industries with heavy B2C advertising is preferable
Education
● Bachelor’s degree in Finance, Economics, Accounting or a related field