Finance Analyst

Inspire CommunitiesPhoenix, AZ
Onsite

About The Position

The Finance Analyst supports sales and operational reporting with a primary focus on KPI tracking, performance analytics, and data-driven insights. This role partners closely with Sales, Operations, and Strategic Finance leadership to develop structured reporting, analyze trends, and support informed business decision-making. While the role includes financial modeling and forecasting support, the core responsibility centers on building, maintaining, and enhancing reporting related to sales activity, funnel performance, and operational drivers. This position reports to the Sr. Director of Capital Markets & Strategic Finance and is based in the Phoenix office.

Requirements

  • Strong analytical and quantitative skills with the ability to interpret and communicate data effectively.
  • Advanced proficiency in Microsoft Excel including complex formulas, pivot tables, lookups, and data modeling.
  • Demonstrated ability to manipulate, clean, and analyze large datasets.
  • Experience developing KPI dashboards and performance reporting for sales or operational teams.
  • Strong attention to detail and commitment to data accuracy.
  • Ability to communicate analytical findings clearly to both financial and non-financial stakeholders.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field required.
  • Three to five years of relevant experience in financial analysis, strategic finance, data analytics, sales reporting, or a related analytical role.
  • Experience building KPI dashboards, performance reporting, and analytical models required.

Nice To Haves

  • Experience in real estate, multifamily housing, manufactured housing, or property-related industries.
  • Familiarity with sales funnel metrics, lead progression, and sales-cycle performance analysis.
  • Experience with business intelligence tools such as Power BI, Tableau, or similar platforms.
  • Understanding of CRM or sales pipeline systems and how data translates into reporting and analytics.

Responsibilities

  • Develop and maintain sales KPI dashboards tracking key performance metrics including leads, applications, conversions, occupancy, and other operational sales drivers.
  • Aggregate, structure, and analyze large datasets to support recurring reporting, performance tracking, and ad-hoc analytical requests.
  • Prepare clear and concise weekly, monthly, and quarterly reporting packages for internal stakeholders and leadership.
  • Partner with Sales leadership to evaluate funnel performance, identify bottlenecks, and analyze sales and conversion trends.
  • Support strategic finance and analytical activities including financial modeling, forecast inputs, variance analysis, and scenario planning.
  • Monitor and validate data accuracy and consistency across reporting sources.
  • Collaborate cross-functionally with Sales, Operations, and BI/Data teams to enhance reporting processes, data visibility, and performance tracking.
  • Develop insights and recommendations that support business strategy, operational accountability, and performance improvement.

Benefits

  • Comprehensive Medical, Dental, and Vision insurance with multiple plans so you can choose the coverage that best suits the needs of you and your family
  • Health Savings Account (HSA), Flexible Spending Accounts, (FSA) and other options to help manage expenses with eligible plans
  • Retirement savings program with a company match
  • Competitive time off, including ten holidays, vacation, sick time, and more
  • Employee Assistance Program (EAP), LifeBalance discounts, and other wellness resources
  • Professional development resources and opportunities, including tuition reimbursement for qualifying programs
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