Financial Analyst (Property)

Suntex Marinas is a company that invests exclusively in niche mixed-use marinas and their related operating platforms. We have acquired, developed, and operated over 95 full-service marinas which include retail spaces, office buildings, resorts, hotels, and restaurants.

Position Purpose :

The Financial Analyst (Property) leverages their understanding of technology and overall business acumen to assess how FP&A and operational reporting solutions can enable business priorities for both Finance and key operational leaders throughout the Suntex Marinas portfolio. This individual partners with senior business stakeholders on critical project to execute delivery of key technologies and proactively manage business demand. Success in this role requires an individual who works well in a fast-paced environment, can communicate effectively cross-departmentally, works well both independently and in team atmospheres, demonstrates proactive behaviors and is keenly self-aware of daily business activities, adapts to changing business needs and strategies, and presents positively to stakeholders, customers, peers, and management.

DUTIES AND RESPONSIBILITIES :

1. Build deep and trusted partnerships across the organization to help optimize and strategize around performance management

2. Partner with all segments of the Finance department and the organization’s business leaders to facilitate the company’s monthly, quarterly, and annual budgeting and forecasting processes

3. Identify risks and opportunities to management and recommend strategies to achieve company financial goals (monthly, quarterly, annual, and long-term)

4. Report on KPIs for the operations team to help optimize results

5. Ensure consistent monthly, quarterly, and annual communication of results, forecasts, and action plans to executive management, department heads, and other business partners

6. Support the Senior Director, Property FP&A to continually improve processes, ensure consistency, drive change as necessary, and elevate the level of reporting for the overall company, subsidiaries, and individual departments

7. Support the Senior Director, Property FP&A in use of advanced analysis, forecasting, and modeling concepts to predict key elements in support of company’s budgeting and forecasting process

EDUCATION AND EXPERIENCE :

1. Bachelor’s degree in finance, accounting, or related field

2. MBA or CPA is preferred

3. 2-4+ years of FP&A progressive experience in forecasting and budgeting processes

4. Must have advanced knowledge of Microsoft Excel, to include experience writing scripts in Visual Basic

5. Must have intermediate experience with Microsoft Office products to include Word, PowerPoint, and Outlook

6. Must have experience working with financial models, including validating and reporting on results as well as tracing errors and processing updates

7. Must have a strong knowledge of GAAP

8. Must have the ability to maintain and practice confidentiality

WORKING CONDITIONS/PHYSICAL REQUIREMENTS :

1. Must be able to independently lift, carry, push, and pull up to fifteen (15) pounds

2. This individual is located in an office environment generally seated at a desk with a chair for multiple hours

3. Must be able to swim or willing to wear a personal floatation device when visiting marina site locations

Suntex Marinas provides equal employment opportunities to all team members and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, veteran status, or any other consideration made unlawful by federal, state, or local laws. Suntex Marinas is committed to providing reasonable accommodation for qualified applicants, and team members with disabilities to ensure they enjoy equal access to all employment opportunities and benefits of employment as required by the Americans with Disabilities Act.