Sr Financial Analyst

Edward Rose & Sons•Bloomfield Hills, MI

10d

About The Position

Edward Rose & Sons is seeking a Senior Financial Analyst to join its team in Bloomfield Hills. The analyst will assess the company’s financial performance and advise on future financial strategy. The position focuses on either real estate operations or construction and development operations, depending on organizational assignment; each focus area may include additional duties. The role also contributes to financial planning and analysis, reporting, process improvements, and the development of other analysts.

Requirements

Bachelor’s degree in accounting, finance, or a related field.
At least 5 years of progressively responsible financial analysis, FP&A, real estate, development, construction finance, or related experience.
Advanced Excel skills, including financial modeling, Pivot Tables, XLOOKUP/INDEX-MATCH, scenario analysis, and large-data analysis.
Experience with budgeting, forecasting, long-range planning, variance analysis, and management reporting.
Strong quantitative, analytical, and critical-thinking skills, including the ability to identify trends, risks, opportunities, and business drivers.
Ability to independently investigate complex financial issues and turn findings into clear, actionable recommendations.
Strong written and verbal communication skills, including communicating financial concepts to finance and non-finance stakeholders.
Ability to prepare concise, executive-level financial reports and presentations.
Experience improving financial processes, reporting systems, and automation.
Strong organizational skills and ability to manage multiple priorities and deadlines.
Strong attention to detail.
Advanced knowledge of Microsoft Office programs.
Self-driven and able to work independently.
Ability to work cooperatively and respectfully with others.
Ability to demonstrate behaviors aligned with the company’s Mission, Vision, and Values and perform in accordance with its Performance Pillars.
Acceptable driving record and valid driver’s license.
Regular attendance, strong work ethic, and interpersonal skills.

Nice To Haves

Previous experience with Yardi.

Responsibilities

Analyze financial data and develop models to support decision-making.
Prepare financial performance reports for regular leadership reviews and summarize findings and recommendations.
Identify financial trends, risks, opportunities, and potential causes of financial impacts; analyze relevant industry trends.
Recommend financial decisions and actions to improve company or project performance.
Mentor Financial Analysts and contribute to development of the broader FP&A function.
Guide cost analysis by establishing and enforcing policies and procedures.
Support capital budgeting, expenditure planning, and monitoring of operational budgets.
Develop financial reporting, forecasting tools, dashboards, and processes to improve the accuracy, timeliness, and usefulness of information.
Identify and lead or support financial process improvements, including reporting automation and more effective data use.
For construction and development operations, develop and maintain models for development projects, construction budgets, operating forecasts, cash flows, and investment returns.
Prepare budgets, forecasts, and long-range financial plans; compare actual results with expectations and explain significant variances.
Monitor capital deployment and construction costs against approved budgets and identify emerging risks, trends, and opportunities.
Translate operational, development, and project information into financial analysis and recommendations for management.
Support the Investment Committee and senior leadership with project evaluations, scenario modeling, financial analysis, and executive-level reporting.
Partner with Construction, Land Acquisition, Project Management, Accounting, and other teams to improve financial performance and decision-making.
Perform other related duties or responsibilities as requested or appropriate.