Financial Analyst

Job Description

Job Description

HOW YOU’LL MAKE A DIFFERENCE:

The Financial Analyst is a key contributor within MountainSeed’s Finance organization, supporting financial planning, analysis, and reporting across all business lines. This role helps translate financial data into accurate, timely insights that inform leadership decisions and support MountainSeed’s continued growth. The ideal candidate is a self-starter who brings intellectual honesty, a collaborative spirit, and the courage to deliver the full financial picture. They are humble enough to seek input, driven enough to finish what they start, and principled enough to do it right every time.

IN THIS ROLE, YOU’LL GET TO:

Planning & Forecasting

• Support the annual budgeting and quarterly reforecasting processes across all business lines, partnering closely with department heads and senior leadership.
• Develop and maintain monthly financial and cash flow forecasts, identifying risks and opportunities.
• Build and maintain financial models to support scenario analysis, sensitivity testing, and long-range planning.
• Assist with capital allocation analysis and support M&A or investment evaluation efforts through financial modeling and data gathering as needed.

Reporting & Analysis

• Own weekly metric and scorecard reporting, ensuring accuracy and timely delivery.
• Prepare materials for and participate in monthly P&L and budget review meetings with leadership and business line managers, supporting clear variance explanations and forward-looking commentary.
• Analyze historical results, perform variance analysis, identify trends, and deliver actionable recommendations to improve financial performance.
• Evaluate actual results against budget and forecast and clearly communicate drivers of performance and their business implications.
• Support the preparation of regular decks for board meetings.

Process Improvement & Cross-Functional Partnership

• Identify opportunities for process improvement across FP&A workflows and communicate recommendations to the Finance team, including development of standardized and ad-hoc reports and automated reporting tools.
• Partner with the broader Finance team and cross-functional stakeholders to ensure accuracy, consistency, and integrity of financial reporting.
• Champion data quality and reporting best practices, leveraging BI tools and FP&A platforms to scale analytical capabilities.

THIS OPPORTUNITY IS FOR YOU IF YOU HAVE/ARE:

Education & Experience

• Bachelor’s degree in Finance, Accounting, or Business required; MBA or advanced degree a plus.
• 2+ years of progressive experience in financial planning & analysis, corporate finance, or a related field required.
• CPA or CFA designation a plus.
• Experience in Real Estate, Private Equity, Banking, M&A, or financial services strongly preferred.

Technical Skills

• Proficiency in Excel required, including complex financial modeling, dynamic formulas, and data visualization.
• Experience with Tableau preferred; demonstrated ability to build and maintain dashboards and analytical reports.
• Familiarity with Vena or similar FP&A/budgeting platforms preferred.
• Experience with QuickBooks or Microsoft Dynamics/Business Central a plus.
• Exposure to SQL or other data querying tools a plus.
• Exposure to Claude or other AI tools a plus.

Competencies & Soft Skills

• Strong analytical and critical thinking skills, with the ability to synthesize large datasets into clear narratives, and the intellectual honesty to deliver an accurate picture.
• Excellent interpersonal and communication skills with the confidence to present financial insights and recommendations directly to leadership, and the humility to invite challenge and change course when the data or a different perspective warrants it.
• True self-starter: proactively identifies opportunities to improve processes, solve problems, and drive results with a genuine sense of urgency and personal accountability.
• Collaborative team player who prioritizes team outcomes over individual recognition, willingly pitches in across the Finance team, and celebrates the success of others.
• Highly organized with exceptional attention to detail and a commitment to doing things right, maintaining accuracy and integrity in financial reporting.
• Strong business acumen, with the ability to connect financial insights to strategic decision-making; passionately seeks what’s best for the organization and is candid about what’s working and what isn’t.

WHAT WE OFFER: 3 weeks of PTO, 13 company paid holidays, paid parental leave, and a flexible work environment. Medical, Dental, Vision, Life, Disability, and 401K plans begin the first of the month after 30 days of employment.

OUR PURPOSE is to provide opportunities that help people thrive using their God-given abilities.

OUR CORE VALUES:

• Be a Self-Starter. Continuously seek ways to improve yourself and the business, take responsibility, and act with urgency to solve problems.
• Be a Team Player. Prioritize team success over individual achievements, support your colleagues, and contribute to creating high-performing teams.
• Be a Patriot. Focus on the greater good of the organization, be honest about what’s working, and passionately work towards making the company better.
• Do it Right. Uphold high standards and integrity, even when no one is watching, and always aim to do the right thing.
• Be Humble. Lead by serving others, value diverse perspectives, and remain open to new ideas and feedback.

WHAT WE DO:

As the largest commercial real estate services marketplace in the nation, MountainSeed MarketPlace offers a comprehensive range of appraisal management, review services, and more. MountainSeed Analytics platform provides real-time, accurate real estate data insights, helping clients make informed decisions in markets across the U.S. MountainSeed’s Capital Markets Solutions including Loan Sale Advisory and Sale Leaseback Programs assist in enhancing an institution’s financial health.

MountainSeed is proud to be an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.