Wedgewood-posted about 2 months ago
$76,000 - $105,000/Yr
Full-time • Entry Level
Redondo Beach, CA
251-500 employees
Real Estate

The Analyst, FP&A and Treasury plays a key role in driving Wedgewood's financial planning and day-to-day treasury operations. This role supports financial modeling, budgeting, forecasting, cash management, and optimization of banking and credit facilities. For the first 6-8 months, the focus will be on high-priority treasury projects - enhancing daily cash management, improving reporting, and automating processes. After that, the position will evolve into a balanced 50/50 split between FP&A and treasury responsibilities. We're looking for a motivated, analytical professional who thrives in a data-driven environment and enjoys connecting numbers to strategy. The ideal candidate combines strong financial modeling skills with business acumen to help improve decision-making and support Wedgewood's continued growth.

  • Build, update, and maintain detailed financial models for business units and corporate departments to support the annual budget and rolling forecasts.
  • Assist in managing the annual budgeting process, coordinating with multiple departments to gather assumptions and consolidate results.
  • Prepare and analyze monthly budget-to-actual reports, performing deep dives into the general ledger and SQL data to identify key drivers and variances.
  • Present financial results, trends, and recommendations to senior leadership, including the CFO, in a clear and concise manner.
  • Evaluate capital utilization across business lines and forecast capital needs.
  • Explore and assess new investment opportunities using financial and market data.
  • Partner with business leaders and cross-functional teams on ad hoc analyses, forecasting, and decision support.
  • Support the business analytics team in maintaining financial dashboards and KPIs within Tableau and other reporting systems.
  • Monitor developments in the real estate and broader economic environment to inform forecasts and financial planning.
  • Prepare forecasts of liquidity, including available capacity across multiple financing facilities, factoring in advance rates, collateral market values, and line utilization.
  • Determine the most efficient means of financing asset pools, optimizing for cost of funds, collateral eligibility, and overall facility structure.
  • Manage collateral pledging and partner closely with banking institutions to ensure pledged assets meet all eligibility requirements.
  • Support day-to-day treasury operations including wires, ACH transactions, book transfers, and general bank administration.
  • Prepare and record cash-related journal entries and reconciliations.
  • Review and improve existing treasury workflows to streamline manual processes and enhance reporting accuracy.
  • Maintain strong internal controls over cash management activities and ensure compliance with company policies.
  • Perform ad hoc treasury and finance projects as assigned, including process improvement and system enhancement initiatives.
  • Bachelor's degree in finance, accounting, economics, or a related field.
  • 2-5 years of experience in FP&A, Treasury or Corporate Finance (real estate industry experience a plus).
  • Advanced Excel proficiency, including financial modeling, and dynamic formulas.
  • Strong PowerPoint and presentation skills; able to communicate complex data clearly to leadership.
  • Self-starter with excellent attention to detail and a mindset for continuous improvement.
  • Strong analytical, organizational, and problem-solving abilities.
  • Experience with SQL databases and data visualization tools (e.g., Tableau) preferred.
  • Experience working in a fast-paced environment with an ability to pivot between various tasks
  • Medical, Dental, and Vision Health Insurance
  • HSA and FSA Accounts
  • Traditional and Roth 401k Programs
  • 529 College Savings Plan
  • Group Paid Life and AD&D Insurance Supplemental Coverage
  • Employee Discount Programs
  • Generous Vacation and Holiday Schedule
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