The Finance & Business Analyst plays a key role in supporting financial planning, analysis, and business decision-making. This role combines financial analysis with business analytics to drive insights and organizational performance. Working closely with the Director of Finance and cross-functional teams, this position is responsible for developing financial models, maintaining forecasts, analyzing financial and operational performance, supporting cash flow planning, and providing analytical insights that support organizational decision-making. The Finance & Business Analyst translates financial and operational data into actionable insights that support organizational strategy, resource allocation, and performance improvement.
What You'll Do
Drive Financial Planning & Analysis
- Develop and maintain multi-year financial models, forecasts, and scenario analyses that support strategic planning.
- Partner with department leaders to develop annual budgets and financial plans.
- Perform variance analysis and provide insights into financial performance, operational changes, and emerging trends.
- Identify opportunities to improve financial performance, operational efficiency, and resource allocation.
- Support business cases and financial evaluations for strategic initiatives and investments.
Deliver Meaningful Business Insights
- Develop, monitor, and report on key performance indicators (KPIs) across financial and operational areas.
- Analyze trends, risks, opportunities, and organizational performance metrics.
- Create recurring monthly, quarterly, and annual reports for leadership, management teams, and external stakeholders.
- Prepare ad hoc analyses that support decision-making across departments.
- Translate data into clear recommendations that inform organizational strategy and priorities.
Enhance Reporting & Analytics
- Design dashboards, visualizations, and management reporting tools that improve visibility into organizational performance.
- Develop reports and analytical tools that support better forecasting, planning, and accountability.
- Partner with teams across the organization to improve data quality, reporting consistency, and accessibility.
- Identify opportunities to automate reporting processes and increase operational efficiency.
Support Treasury & Financial Operations
- Develop and maintain cash flow projections and liquidity analyses.
- Support mortgage capital deployment s