Financial Planner and Analysis Manager
Spartan Investment Group, United States
Job Description
The Company:
At Spartan Investment Group our mission is to Improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors. Providing an opportunity to grow for our partners and creating lasting wealth for everyone with whom we conduct business is how we make our greatest contribution.
We specifically focus on self-storage and RV park projects capitalizing on amazing deals in other asset classes. In 2021, we were listed as the 5th fastest growing real estate company in the US and joined the list of the top 100 owners of self-storage. We are members of the Inc. 500 fastest-growing private companies in America and in 2022 we were nominated #4 in Denver Business Journals list of top places to work.
Mission:
Create the cash flow model for SIG and increase our efficiency and profitability by assisting with the formulation of both medium and long-term financial plans. Regularly report on financial performance, monitor key drivers of organizational success, assess risk scenarios, and optimize resource allocation. This is an exceptional opportunity for a growth-oriented individual to work on corporate projects and initiatives that impact the entire organization.
Requirements
Results:
1. Create SIG Cash Model
2. Prediction of net income targets in line with 3-year strategic plan
3. Dashboard for company sales and marketing results/targets
Main Objectives and Responsibilities:
- Manages financial analysis projects and statistical studies.
- Responsible for financial planning and modeling.
- Partner directly with the finance team and company teams to collaborate on metrics, goals, and business reviews.
- Dive deeply into financial data and become a subject matter expert to provide additional insights.
- 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.
- Forecast cash reserve capacity and needed operational runway.
- Serve as a liaison for the investor relations team, managing the earnings guidance scenario modeling, including executive presentation, Qamp;A support, and ad hoc analysis.
Competencies:
Analytical - Ability to take structure and unstructured data and apply knowledge of the industry into actionable insights from a broad range of domains and translate into strategy based on findings.
Problem Solver Anticipating and serving evolving needs. Positive attitude, ability to look at and solve problems by analyzing situations and applying critical thinking to decide on the best course of action.
Innovation - Create new and better ways for SIG to be successful. Adapting to change and engaging in continuous learning and critical thinking to promote growth.
Financial Modeling Ability to create outputs and dashboards that are representative of a company’s operations in the past, present and the forecasted future that can be used as decision making tools.
Collaboration - Coordinate between departments and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.
Capital Planning Use historical financial analysis, forecasting, revenue growth plans and scenario planning and modeling to budget financial resources in line with long term growth plan.
Qualifications:
- Bachelor’s Degree from a 4-year university in Finance, Accounting or Similar
- 5+ Years’ experience in financial analysis
- 2+ Years’ experience in financial modeling
- NetSuite Planning and Budgeting experience.
Benefits
Benefits and Compensation:
- Salary 110K 140k
- Profit Share
- Member Interest Purchase Program (Eligible after 1 year of employment)
- 401k, Health, Vision, Dental, Short-term disability, and Life Insurance
- Unlimited PTO
- Phone, transportation, entertainment reimbursements and more!