Financial Analyst Job at Trumark Homes, San Ramon, CA

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  • Trumark Homes
  • San Ramon, CA

Job Description

Financial Analyst - Role is located on-site in San Ramon CA

Who We Are

Our mission is to enhance the lives of people by creating inspiring living environments – enhance and inspire. For over 35 years, Trumark has been a leading real estate development company with divisions in Colorado, Northern, Central, and Southern California. We strive to set ourselves apart from other builders by looking ahead. We make sure that the products we are providing are the best for our homebuyers, that they fit into life today and in the future, and that the surroundings are inviting and purposeful.

Overview

We are seeking a Financial Analyst intellectually curious and self-motivated Financial Analyst to join our finance team in San Ramon. The role will be responsible for day-to-day tasks as well as being part of high visibility projects aimed at making our current processes more efficient while keeping scalability in mind. Overall, the ideal candidate would have a finance background (or equivalent), is eager to learn new things, and take on challenges while maintaining high quality work in a rapidly growing organization. If all these qualities resonate with you, then we look forward to speaking with you!

Responsibilities

  • Work with and create complex Excel modeling tools to analyze new and ongoing real estate developments.
  • Prepare and analyze competitive market analysis for home building projects.
  • Prepare monthly project updates to facilitate actual-to-budget variance analysis.
  • Work closely with the Director of Finance on preparing quarterly corporate business plans and associated financial reporting.
  • Recommend ways to automate reporting and streamline processes.
  • Prepare project cash flow proforma and run proforma model sensitivities.
  • Ability to interpret and analyze results from data extractions to identify patterns and trends, including financial results.
  • Ability to identify user requirements and turn them into actionable information with accurate and understandable reports and applications.
  • Ability to identify areas of process improvements and manage change implementation.
  • Ability to learn and integrate new systems as needed.
  • Excellent interpersonal, written and verbal communication skills
  • Superior problem solving, attention to detail and critical thinking skills.
  • Ability to prioritize and manage workflow and meet deadlines.
  • Measuring critical financial metrics at the company-wide level as well as the department-level to drive more strategic analysis.
  • Tracking KPIs and preparing associated financial reports.
  • Perform other tasks based on company needs.

Qualifications

  • Excellent problem-solving, organizational skills and analytical thinking.
  • Self-starter with the ability to work well independently.
  • Desire to expand experience and knowledge in the real estate development process.
  • Intermediate to advanced proficiency in Microsoft Office including advanced skills in Excel including pivot tables, Inform XL queries and Datarails as well as having the experience to learn new software applications.
  • Ability to collaborate with team members and display initiative.
  • Self-starter and able to work independently with and without supervision.
  • Forecasting and budget variance analysis.
  • Experience in new home construction and real estate development.
  • Excellent communication, interpersonal, and presentation skills.
  • Experience with NEWSTAR, FAST or similar programs preferred.

Education

  • Bachelor’s Degree; emphasis in business, finance and/or accounting preferred
  • 1-3 years of experience within a finance group or equivalent
  • Pay range $85K – $95K based on experience.

Why Work for Trumark?

  • Work with a team that values you! Trumark offers a direct career path with an open seat for you at our table.
  • We embody our mission to Live Well. Trumark Homes is dedicated to creating communities that foster an enthusiasm to connect, the strength to aspire and the compassion to give back. For approximately every 50 homes we build, we work with charity: water to provide and serve approximately 200 people with fresh, clean water.
  • Exceptional Medical Benefits (100% Employee + 60% Dependent).
  • Monthly wellness stipend.
  • Milestone Appreciation Program.
  • 401k with company matching, we are helping you plan for future retirement.

EEO Statement

At Trumark Homes, we are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, genetic characteristic or information, age, gender, sexual orientation, gender identity, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in employment decisions, including recruiting, hiring, compensation, promotion, benefits, disciplines, termination, job assignments, or training.

Statement To Outside Staffing Agencies

Trumark Companies ("Trumark") does not accept unsolicited resumes from recruiters, agencies, or any source other than directly from the candidate. Trumark will NOT pay any fees for placements resulting from unsolicited submissions. Trumark’s recruiting department handles all recruiting/hiring processes – please do NOT contact other Trumark employees (including the hiring manager) directly to present candidates or to engage them for recruiting/staffing services. Only Trumark’s recruiting department is authorized to engage in recruiting and staffing services; any unsolicited submissions or engagements by recruiters, agencies, or any other source will be deemed to have been made free of any charges, fees, or obligations.

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