SUMMARY OF RESPONSIBILITIESThe Senior Financial Analyst - Corporate FP&A is the primary finance partner for FirstKey Homes' portfolio views. This role owns the portfolio performance section of the Monthly Operating Review (MOR), leads the monthly portfolio performance review with the Finance leadership team, and serves as the resident expert on portfolio performance across the full P&L. The analyst builds a nuanced understanding of the operational and financial drivers behind portfolio performance, crafts clear variance narratives, and collaborates across functions to give the Finance team a comprehensive, real-time view of individual portfolio results. The position also supports the Manager of Corporate FP&A in balance sheet and cashflow reporting, preparing quarterly investor reporting, competitive analysis, and the development of rolling forecasts and annual budgets.
ESSENTIAL DUTIES- Serve as subject-matter expert on individual portfolio monthly results across all P&L lines (revenue, controllable and non-controllable expenses, NOI, capital spend, and property management fees).
- Investigate drivers of individual portfolio performance, quantify risks/opportunities.
- Partner with Accounting, Operations and our ownership team to ensure timely, accurate portfolio close.
- Lead first-pass individual portfolio review meeting, present key variances versus forecast, budget, and prior year, and capture action items for ELT & ownership team discussion.
- Prepare individual portfolio performance MOR package, consolidating data from core systems (Yardi, OneStream, Power BI).
- Build and maintain driver-based models to forecast individual portfolios at the property, market, and consolidated levels.
- Assist in forecasts and annual budgets preparation; gather assumptions, consolidate outputs, and prepare support material for senior leadership reviews.
- Support preparation of quarterly investor reporting packages, board materials, and debt covenant reporting related to individual portfolios.
- Support the quarterly competitive analysis of public SFR peers; synthesize findings for executive presentations.
- Assist in balance sheet and cashflow monthly reporting as well as variance analysis and forecast production.
- Automate recurring analyses and dashboards in Power BI, champion FP&A best practices and internal controls.
- Perform strategic and ad-hoc analyses as assigned.
- This summary is not an all-inclusive description of job duties. Other duties and responsibilities may also be assigned by the incumbent's manager at any time based upon Company need.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
WORKING CONDITIONS- Primarily working indoors, office environment.
- May sit for several hours at a time.
- Prolonged exposure to computer screens.
- Repetitive use of hands to operate computers, printers, and copiers.
REQUIRED EDUCATION AND EXPERIENCE- Bachelor's or Master's degree in Finance, Business, Statistics or equivalent work experience and/or education
- 2 years of progressive experience in a financial or business analyst role
- High proficiency with Microsoft Office (Excel, Word, PowerPoint)
- Proven ability to partner and influence business partners across an organization
- Experience preparing and presenting financial data for Finance and Operational leaders
PREFERREDQUALIFICATIONS- Experience using PowerBI
- Experience using OneStream or similar financial reporting software
- Experience using Structured Query Language (SQL)
- Experience working in real estate, property management or similar industry
- Experience working in a fast paced, high-growth company
REQUIRED KNOWLEDGE- Economics and Accounting - Knowledge of economic and accounting principles / practices, basics of financial markets, analysis and reporting of financial data.
- Management - Knowledge of business and management principles for strategic planning, business operations, client partnership, resource allocation, project management, and coordination of people and resources.
REQUIRED SKILLS- Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Management of Financial Resources - Determining how money will be spent to get the work done, and accounting for these expenditures.
- Time Management - Managing one's own time and the time of others.
- Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
- Presentational Speaking - Ability to convey information clearly and efficiently to both peers and senior leadership.
- Writing - Communicating effectively in writing as appropriate for the needs of the audience.
WORK STYLES & BEHAVIORS- Leadership - Job requires a willingness to lead, take charge, and offer opinions and direction.
- Integrity - Job requires being honest and ethical.
- Initiative - Job requires a willingness to take on responsibilities and challenges.
- Achievement/Effort - Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
- Cooperation - Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
- Adaptability/Flexibility - Job requires being open to change (positive or negative) and to considerable variety in the workplace.
