What are the responsibilities and job description for the Senior Financial Planning Analyst position at FirstService Residential?
The Company
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada. Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.
Job Responsibilities
Conduct research and complex analyses on company financials and indicators to determine present and future financial performance. Prepare and deliver a wide range of reports and presentations including but not limited to budgets, forecasts, financial trends and data analysis to support senior management in making sound business decisions.
Essential Duties & Responsibilities
The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty.
1. Develop, prepare and present specialized reports, profitability analysis, pricing analysis, other ad-hoc projects and financial models using Microsoft Excel & VENA.
2. Create, maintain, and improve pricing models for new businesses, as well as producing all models for renewals; oftentimes working closely with market leaders.
3. Conduct research and analyze monthly results versus budget, forecast, and prior year at varying levels throughout the organization.
4. Responsible for performing special projects to improve process efficiency and performance.
5. Research and resolve inquiries for assigned functional areas.
6. Review and investigate accounting transactions to improve date accuracy.
7. Prepare the annual budget and quarterly forecast process, including collaboration with senior levels of management, creation of financial models and templates, and preparation of final presentations and analysis.
8. Coordinate and cooperate with various departments and levels of management, as needed, to accurately report financials, reflect trends during forecasting/budgeting, and update pricing models.
9. Make recommendations for improvement of financial reporting, business modeling, budgeting/forecasting, and other company financial outputs.
