Description

Position at Wedgewood

About the Role:

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.
What You'll Do:
Financial Planning & Analysis (FP&A)

• 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.

Treasury & Cash Management

• 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.

What We're Looking For:

• 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.

What's in It for You:

MAKE A DIFFERENCE:
Be part of a team that gives back. Through volunteer service, sustainability initiatives, and charitable giving, Wedgewood provides year-round opportunities for employees to support local communities and make a positive impact.

COLLABORATION AND REVITALIZATION:
Join a team dedicated to revitalizing communities through collaboration and creativity. We believe in working together to build vibrant, sustainable neighborhoods - and in supporting one another to achieve shared goals.

BENEFITS PACKAGE:
Wedgewood offers competitive compensation and a well-rounded benefits package designed to support your overall well-being, including:

• 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

The salary range for this position is $76,000- $105,000 annually. In addition, the position is eligible for an annual discretionary bonus.

APPLY TODAY, Let's start your future with Wedgewood!

Note to Staffing Agencies:
Please do not directly contact Wedgewood hiring managers regarding candidates for our positions. If assistance is needed in filling any position for Wedgewood, a member of the talent team will reach out directly vetted agency partners.