Financial Analyst III

Accountabilities

• • Serve as a strategic finance partner across three business entities, providing insights that support cross-departmental integration, operational alignment, and consistent financial reporting.
  • Contribute to financial reporting and analysis, ensuring information is accurate, timely, and aligned across departments and entities.
  • Support leadership with analysis of pricing, customer health, business performance, and key financial and operational metrics.
  • Partner with Technology teams to track project lifecycles and evaluate whether project expenditures meet capitalization criteria.
  • Collaborate with Accounting during month-end close activities and help maintain accurate and complete financial information.
  • Participate in annual budgeting, rolling forecasts, financial consolidation, and broader financial planning activities.
  • Perform financial analysis and decision support, including ROI assessments, budget-to-actual analysis, forecasting, and cost-saving evaluations.
  • Identify trends, risks, and opportunities within financial data and translate findings into actionable recommendations for stakeholders.
  • Help implement AI-powered tools, automation, and process improvements that increase efficiency and strengthen financial operations.
  • Build effective relationships with stakeholders across different levels of the organization and communicate financial insights clearly to support business decisions.

  Requirements

  • 5+ years of experience in Finance, FP&A, or a closely related discipline, with a strong understanding of GAAP, financial statements, and advanced financial modeling concepts.
  • Bachelor’s degree in Finance, Accounting, or a related field required; a CPA, CFA, or Master’s degree is highly preferred.
  • Strong proficiency in Excel and Google Business applications, with advanced spreadsheet and analytical capabilities.
  • Experience with NetSuite is strongly preferred.
  • Demonstrated ability to use AI, automation, or emerging technologies to improve financial processes and operational efficiency.
  • Strong analytical and critical-thinking skills, with the ability to interpret complex financial information and develop practical recommendations.
  • Excellent communication and influencing skills, with confidence working across functions and levels of management.
  • Ability to operate as a proactive business partner rather than focusing solely on reporting and transactional activities.
  • Experience in technology, software, or real estate environments is highly preferred.
  • Strong attention to detail, accountability, curiosity, and a continuous-improvement mindset.
  • Ability to work effectively in a remote environment while collaborating with distributed teams and managing multiple priorities.

  Benefits

  • Fully remote position in the United States.
  • Base salary of $95,300–$116,700 per year, depending on location, experience, and qualifications.
  • Eligibility for a company profit-sharing bonus program.
  • Communication and referral bonuses/stipends as applicable.
  • Comprehensive medical and dental coverage.
  • Company-paid vision insurance.
  • 401(k) retirement plan with employer matching.
  • Voluntary life and AD&D insurance, plus supplemental accident, critical illness, and legal coverage options.
  • Paid time off and paid holidays.
  • Company-paid short-term disability coverage.
  • Health savings account contributions for eligible employees participating in the high-deductible health plan.
  • Access to virtual primary care and virtual mental health resources.
  • Employee assistance and wellness programs.
  • Anniversary program recognizing significant milestones and long-term contributions.
  • Career development and skill-building resources.
  • Opportunity to work in a mission-driven environment where financial analysis contributes to innovation in the real estate industry.