FP&A Analyst

Posted Aug 24

Key Responsibilities:

  • Support the annual budgeting and forecasting process. Collaborate with finance leadership and department leaders to develop operating budgets and KPIs.
  • Review month end close in collaboration with accounting to ensure accuracy of reporting.
  • Prepare variance analysis of Income Statement, Balance Sheet and Cash Flow Statements.
  • Ad hoc financial analysis, reporting and strategic projects as scoped by finance leadership.
  • Collaborate across the different business units to identify risks and opportunities. 
  • Assist in preparing materials for internal business review and external investor meetings.

Qualifications: 

  • Bachelor’s degree in finance or accounting.
  • 2-3 years of experience in finance/ accounting with a preference to high growth organizations and/ or start ups.
  • Strong Excel and financial modeling skills.
  • Experience with NetSuite, Salesforce and predictive planning tools.
  • A team player with a passion for problem solving and continuous learning/ improvement.
  • Excellent communication skills (written and verbal) and presentation skills. Ability to work across departments and levels of leadership.

Benefits:

  • A collaborative, people-first culture with a passion for doing good and enjoying doing it
  • A unique opportunity to build our brand in the early stages
  • Competitive benefits and compensation, including 401(k) w/match
  • Choice between hybrid and fully remote work
  • Flexible PTO
  • 11 paid holidays

About us

Truehold is the nation's leading provider of residential sale-leasebacks, the preferred choice for homeowners who want to unlock their equity without taking on debt or moving. We've brought together industry-leading experts to unlock over $200 million in home equity. Our mission is to create a new type of senior living that enables people to enjoy their health and wealth as they age, without giving up their homes.