What are the responsibilities and job description for the Senior Financial Analyst position at Ventura Community Partners?
Were CCMC, a community management company specializing in master-planned communities. Our vision of inspiring a resident-centric focus is brought to life by our core values: Integrity, Respect, Service and Community.
The Senior Financial Analyst will play a key part in budgeting, forecasting, financial modeling, and strategic decision-making. The ideal candidate will bring strong financial acumen, business insight, and a proactive mindset to drive financial performance and support leadership with actionable insights.
RESPONSIBILITIES
- Develop and maintain financial models to support strategic initiatives and decision-making.
- Lead budgeting, forecasting, and variance analysis processes across departments.
- Partner with business units to analyze operational performance and provide recommendations.
- Prepare monthly, quarterly, and annual financial reports for senior management and stakeholders.
- Conduct ad hoc financial analysis to support business initiatives and evaluate investment opportunities.
- Identify process improvements and automation opportunities within financial reporting and analysis.
- Track KPIs, financial metrics, and trends to assess business performance and risks.
- Support the preparation of board presentations, investor reports, and strategic planning materials.
REQUIREMENTS
- Bachelors degree in Finance, Accounting, Economics, or a related field (MBA or CPA is a plus).
- 47 years of experience in financial analysis, preferably in a corporate or consulting environment.
- Advanced Excel skills and strong experience with financial modeling.
- Proficiency in financial software and tools (e.g., Sage Intacct, Concur, Planful, Power BI, Velixo).
- Excellent communication and presentation skills.
- Strong problem-solving abilities and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Maintain strict confidentiality of information
If driving is, or becomes, a requirement of the role, it is required, at all times, that you hold a valid state drivers license for the class of vehicle you are driving, maintain a clean motor vehicle report, and hold current automobile insurance at statutory limits. You must notify Human Resources immediately regarding any change to your motor vehicle standing. CCMC may periodically review motor vehicle reports to ensure compliance with these requirements.
PHYSICAL REQUIREMENTS
- Lifting: Minimal lifting up to 20 pounds
- Mobility: Walking in office areas
- Working conditions: Primarily performed onsite or hybrid
- Extended Sitting or Standing: Capability to sit or stand for extended periods during meetings or events
- Manual Dexterity: Skills in using technology, including computers and mobile devices
We are committed to creating an inclusive and accessible work environment. If you require reasonable accommodation in performing the job duties as described in the job description, discuss with your manager.
What we offer:
- Comprehensive benefits package including medical, dental, and vision
- Wellness program
- Flexible Spending Accounts
- Company-matching 401k contributions
- Paid time off for vacation, holidays, medical, and volunteering
- Paid parental leave
- Training and educational assistance
- Support programs, including Employee Assistance Program and Calm Health
- Optional benefits including short- and long-term disability, life insurance, and pet insurance
- Most importantly, a caring team who is dedicated to your success!