planning analyst Addison, TX
Job description
Who We Are…
Roots Management Group is a manufactured housing community investment platform and management company. Roots possesses two internal management companies which focus on specific manufactured housing segments – Vineyards Management Group and Treehouse Communities. Our mission is to help increase the availability of best-in-class housing options people can afford. We accomplish that by acquiring, investing in, developing, and operating manufactured housing communities. We prioritize communication, empowerment, and relationships. We pride ourselves on continuous growth, working hard, reaching goals, and rewarding our teams.
At Roots Management Group, you will be a part of an industry-leading organization where you will be challenged, inspired, rewarded, and transformed. As one of the fastest growing manufactured housing community operators in the country, we value those who take initiative, encourage teamwork, and work hard. Despite our rapid growth, we prioritize maintaining an atmosphere of service in all we do. To continually support our employees, we emphasize respect, teamwork, and sincerity in every interaction. Our main focus is cultivating opportunities by understanding needs, creating connections, and empowering individuals. We seek to create opportunities for those work hard and accomplish goals.
What we are looking for…
We are currently seeking a dynamic and highly motivated FP&A Analyst to lead our budget and forecast function. The FP&A Analyst will be responsible for providing accurate data, financial insights and projections to the accounting and investment management teams. This role will report directly to the CFO and will prepare accurate monthly financial reports, assist in the preparation of presentations that provide thoughtful analysis, identify action items, and effectively frame decisions that need to be made.
Responsibilities:
- Provide FP&A support to the accounting teams related to productivity, demand planning, reporting, and metrics in a timely manner.
- Identify and understand business challenges; propose and create solutions.
- Partner directly with the finance team to collaborate on metrics, goals, and business reviews.
- Dive deeply into financial data and become a subject matter expert to provide additional insights.
- Work on corporate projects and initiatives that impact the entire organization.
- Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made.
- Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement.
- Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.
- Serve as a liaison between the Accounting and Investment Management teams, managing scenario modeling, including executive presentation, Q&A support, and ad hoc analysis.
- Other responsibilities as assigned by management.
Education / Requirements:
- Bachelor’s degree and five to seven years of experience in finance or accounting or a related area
- Experience with Netsuite, Workday Adaptive Planning, or Prophix preferred
- General knowledge of accounting/financial/operational principles
- Experience developing financial reports and metrics
- Interpersonal and communication skills with the ability to interact with various management levels
- Ability to manage multiple tasks and adapt to a changing, fast-paced environment
- Strong Excel, Word, and PowerPoint skills
- Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
- Demonstrated ability to influence others through effective verbal and written communication
- Demonstrated ability to drive projects across an organization
We offer a rewarding and challenging experience with opportunities for career advancement within an environment that supports your professional development and growth.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Ability to commute/relocate:
- Addison, TX 75001: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
Education:
- Bachelor's (Preferred)
Experience:
- Financial planning: 1 year (Preferred)
- Financial analysis: 1 year (Preferred)
Work Location: In person
