Financial Planner and Analysis Manager
Company: Spartan Investment Group
Location: Golden
Posted on: March 20, 2023
Job Description:
The Company:At Spartan Investment Group our mission is to
Improve lives through our values. We do this by finding value-add
and opportunistic investments offering solid returns to our
investors. Providing an opportunity to grow for our partners and
creating lasting wealth for everyone with whom we conduct business
is how we make our greatest contribution.We specifically focus on
self-storage and RV park projects capitalizing on amazing deals in
other asset classes. In 2021, we were listed as the 5th fastest
growing real estate company in the US and joined the list of the
top 100 owners of self-storage. We are members of the Inc. 500
fastest-growing private companies in America and in 2022 we were
nominated #4 in Denver Business Journals list of top places to
work.Mission:Create the cash flow model for SIG and increase our
efficiency and profitability by assisting with the formulation of
both medium and long-term financial plans. Regularly report on
financial performance, monitor key drivers of organizational
success, assess risk scenarios, and optimize resource allocation.
This is an exceptional opportunity for a growth-oriented individual
to work on corporate projects and initiatives that impact the
entire organization.RequirementsResults:1. Create SIG Cash Model2.
Prediction of net income targets in line with 3-year strategic
plan3. Dashboard for company sales and marketing
results/targetsMain Objectives and Responsibilities:
- Manages financial analysis projects and statistical
studies.
- Responsible for financial planning and modeling.
- Partner directly with the finance team and company teams to
collaborate on metrics, goals, and business reviews.
- Dive deeply into financial data and become a subject matter
expert to provide additional insights.
- Create presentations that provide insightful analysis, identify
required action items, and effectively frame decisions to be
made.
- Identify and research variances to forecast, budget, and
prior-year expenses, proactively identifying opportunities for
improvement.
- Forecast cash reserve capacity and needed operational
runway.
- Serve as a liaison for the investor relations team, managing
the earnings guidance scenario modeling, including executive
presentation, Q&A support, and ad hoc
analysis.Competencies:Analytical - Ability to take structure and
unstructured data and apply knowledge of the industry into
actionable insights from a broad range of domains and translate
into strategy based on findings.Problem Solver - Anticipating and
serving evolving needs. Positive attitude, ability to look at and
solve problems by analyzing situations and applying critical
thinking to decide on the best course of action.Innovation - Create
new and better ways for SIG to be successful. Adapting to change
and engaging in continuous learning and critical thinking to
promote growth.Financial Modeling - Ability to create outputs and
dashboards that are representative of a company's operations in the
past, present and the forecasted future that can be used as
decision making tools.Collaboration - Coordinate between
departments and maintain effective relationships with business
partners and cross-functional teams at all levels of the
organization.Capital Planning - Use historical financial analysis,
forecasting, revenue growth plans and scenario planning and
modeling to budget financial resources in line with long term
growth plan.Qualifications:
- Bachelor's Degree from a 4-year university in Finance,
Accounting or Similar
- 5+ Years' experience in financial analysis
- 2+ Years' experience in financial modeling
- NetSuite Planning and Budgeting experience.BenefitsBenefits and
Compensation:
- Salary 110K - 140k
- Profit Share
- Member Interest Purchase Program (Eligible after 1 year of
employment)
- 401k, Health, Vision, Dental, Short-term disability, and Life
Insurance
- Unlimited PTO
- Phone, transportation, entertainment reimbursements and
more!
Keywords: Spartan Investment Group, Denver , Financial Planner and Analysis Manager, Executive , Golden, Colorado
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