What are the responsibilities and job description for the Financial Analyst position at Van Metre Companies?
At Van Metre, we believe that each employee contributes directly to our growth, success and culture, and are seeking a candidate who loves to challenge themselves and work with others to fulfill this role. Van Metre Companies has a Financial Analyst position available to join our Financial Planning team!
The role is a highly visible and challenging role, rich in data and analytics, playing a crucial role in driving investment and operational decisions for business units. The Financial Analyst expresses the Director of Financial Planning’s vision for asset and debt management with tangible decision-making products. The role will use professional expertise to utilize Van Metre’s financial, sales, and operation systems to build financial models and provide analysis, transforming data into insights, furthering the evolution of the company. This position collaborates with Owners, Executives and Senior Leadership on investment decisions and the growth trajectory of the company.
Responsibilities:
- In this role, you will report directly to the Director of Financial Planning and support all areas of the business collaborating with New Homes, Acquisition, Commercial and Investment Properties divisions to build financial models for projections and reporting
- Participate in the origination, underwriting and negotiation of investment opportunities, including ground up development, redevelopment opportunities, and/or stabilized assets
- Conduct analysis of assumption inputs and outputs to drive key investment decisions and reassert projections in current projects
- Benchmark results of actual financial information to plan and analyze opportunities of multifaceted business decisions
- Serve as liaison with business units to provide analysis and develop processes and provide recommendations on financial and operational optimization and engineering
- Assess benefits to be derived and change impacts from system improvements and quantify impacts to business units
- Articulate cash flow, net income, and debt models – to include bank covenant and other complex covenant restrictions – in Excel
- Understand and solve complex financial transactions; superior knowledge of financial theory and valuation
- Demonstrate and apply knowledge of best financial analysis practices, tools and techniques
- Conduct a wide variety of detailed qualitative and numerically oriented assessments and analyses, and provide recommendations based on findings
- Review legal and transaction documents such as purchase sale agreements, loan documents, etc. and accurately model financial transactions
- Data aggregation and reporting within excel workbooks and Power Bi; provide clear recommendations on improving information flow
Qualifications / Required Skills and Expertise:
- Robust technology skills, including substantial experience and advanced capabilities in Microsoft Excel, databases, and financial software applications
- Mastery of financial calculations (profitability ratios, financial risk ratios, etc.)
- Wealth of experience in reporting, consolidation, and financial analysis
- Proficient in financial modeling
- Meticulous attention to detail and the ability to extrapolate and apply findings from analysis and data; attentiveness to accuracy
- Demonstrate confidence in explaining, defending and or challenging analytical findings
- Absolute integrity; highly motivated; able to quickly learn and understand key business drivers and business models; able to manage multiple priorities and tasks while operating effectively in a dynamic, matrixed environment
- Strong interpersonal skills to work closely with subject matter experts across the company; serve as liaison between business, technical and program support teams
- Ability to communicate across diverse audiences ranging from business leadership to technical roles throughout the organization, including field operations; professional maturity and presence to effectively interact with senior leadership
- Facilitate meetings to validate, prioritize and document project requirements and returns
- Ability to organize, coordinate and direct projects leading to innovative, strategic initiatives
- Intellectual curiosity; strong analytical, critical thinking and problem-solving abilities
- Strong desire and willingness to support team endeavors beyond core responsibilities
- Operates under minimal supervision and performs duties with broad latitude for exercising independent judgment
- 2 years of experience as Business Intelligence Analyst, Business Analyst, Financial Analyst, Statistical Analyst role in Business Operations, Finance, Business Administration, Business Intelligence or similar field
- Bachelor’s degree in mathematics, statistics, economics, finance, accounting, business management, real estate or computer science
- Proficiency with Office 365 product suite
Performance Measurement:
- Ability to achieve or exceed designated performance goals
- Accuracy, timeliness, insightfulness, presentation skills
- Proactively identify opportunities to improve performance
Preferred Skill / Expertise:
- Proven technical skills in SQL and scripting; ability to generate complex queries and joins of datasets to process data to support business analysis, benchmarking, and optimization efforts
- Six Sigma
- Power BI visualization / DAX expertise
- Statistical software expertise
Van Metre has been named one of the Top Workplaces in DC for five consecutive years by the Washington Post! We have also been recognized by the Washington Business Journal for Corporate Philanthropy several years in a row.
We offer excellent benefits, and a work environment that fosters and rewards excellence. We also promote work/life balance, including a robust Employee Wellness Program, which encourages healthy living and physical fitness. We encourage employees to make full use of vacation and company paid volunteer time to refresh their bodies and minds.
Van Metre Mission Statement
The mission of Van Metre Companies is to build and continually improve upon the storied reputation, earned over the years since the Company’s founding in 1955, of providing top quality homes, investment properties and services to our customers and clients. The Company’s emphasis on integrity, professionalism and philanthropy ingrained by our founder Albert G. Van Metre, Sr. has garnered trust and respect in the Washington, D.C. area and beyond. It is critical to our future that we maintain that reputation and assure that Van Metre Companies continues to excel in real estate development and construction and in the management of apartment, retail and office investment properties, as well as in the provision of mortgage and related services. It is the task of our dedicated, energetic, and involved professionals to advance our ability to set the benchmark for luxury living and refined commercial development. The capstone of our mission is to make the “Van Metre” signature an icon for elegant residential communities, and industry leading condominium and apartment communities, as well as Class A neighborhood retail centers and office developments.