Senior Planning/Budget Analyst supporting CACI's strategic planning and budgeting processes. Requires analytical skills, financial acumen, and the ability to communicate complex information effectively.
About the role
- Senior Financial Analyst shaping investment decisions and driving portfolio performance at Havenpark Communities. Leading analysis to translate complex data into actionable intelligence for C-suite and equity partners.
Responsibilities
- Lead high-impact P&L discussions with field teams, extracting critical “boots on the ground” insights that numbers alone can’t reveal
- Dissect budget vs. actual variances and operational trends, transforming data into compelling performance narratives for individual communities
- Become the trusted advisor who connects the dots between field operations, accounting data, and executive decision-making
- Architect and elevate reporting deliverables for our executive team and equity partners, ensuring your insights drive strategic conversations
- Own the end-to-end creation of mission-critical asset reports, where your analytical precision meets executive communication
- Synthesize data across departments to deliver that 360° performance view that separates good companies from great ones
- Mastermind our annual operational budgeting process and forecast updates, building models that become the foundation of our financial planning
- Collaborate with cross-functional leaders to construct and validate budget components, ensuring every assumption stands up to scrutiny
- Maintain the integrity of our financial models through rigorous documentation and assumption management
- Forge high-trust relationships across the organization, from field staff to senior leadership
- Champion operational excellence through flawless execution of our financial governance framework
- Serve as a cultural ambassador who embodies our core values in every stakeholder interaction
- Tackle high-stakes ad-hoc analyses that influence critical business decisions and investment strategies
Requirements
- Education: Bachelor’s degree in Finance, Economics, or related quantitative field
- Experience: 4+ years of progressive financial analysis experience, ideally within real estate or investment management
- Technical Mastery: Excel wizard with advanced modeling capabilities; PowerBI or similar BI tools experience will set you apart
- Analytical Prowess: Proven ability to mine large datasets for actionable insights and translate complex analysis into clear recommendations
- Real Estate Acumen: Understanding of real estate finance fundamentals preferred – we’ll value your industry-specific knowledge
- Communication Excellence: Exceptional ability to distill sophisticated financial concepts for diverse audiences, from field operators to executive leadership
Benefits
- competitive salary
- comprehensive health benefits
- generous PTO
- paid holidays
- 401(k) with a 6% company match
- infinite opportunities to learn, develop and sharpen skills
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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