Financial Planning & Analysis Analyst

Homes by WestBay & Casa Fresca Homes offer a new kind of home building experience with a focus on delivering an exceptional homebuilding experience at an outstanding value. Recognized both nationally and regionally for our award-winning new home designs, we offer new single-family homes for sale throughout the finest new communities within the greater Tampa Bay area. Founded in 2009, we have evolved into the largest, privately owned new homebuilder in the Tampa Bay and Central Florida markets.

The Financial Planning and Analysis (FP&A) Analyst is responsible for supporting management in analyzing and understanding the various business operations of Homes by WestBay and Casa Fresca Homes

Responsibilities

• Assists in the development of budgets, forecasts, and long-term business projections.
• Translates data into actionable insights and presents findings clearly to stakeholders.
• Assists with Financial Statement compilation.
• Creates variance analysis reports and financial models.
• Completes market research and comparable company analysis (i.e. Benchmarking).
• Presents detailed weekly and monthly financial reports to Management.
• Prepares presentation decks for various management needs.
• Provides support to management during engagements with financial partners.
• Develop new analyses and reports to support strategic decision-making.
• Identifies and implements process improvements to enhance efficiency and accuracy.
• Researches and clarifies issues as necessary.
• Performs other related duties as assigned or requested.
  
  

Skills

• Analytical - Collects and researches data; Uses intuition and experience to supplement data.
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions.
• Oral Communication - Speaks clearly and persuasively; Listens and gets clarification when necessary; Responds well to questions; Contributes thoughts, ideas and suggestions.
• Written Communication - Writes clearly and informatively; Edits work; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and solicits feedback.
• Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
• Business Acumen - Understands business implications of decisions; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
• Judgment - Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process.
• Planning/Organizing - Prioritizes and plans work activities; Sets goals and objectives.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance.
• Culture – Consistently promotes company culture and Mission Statement.
  
  

Requirements

• Minimum Education: Bachelor's Degree in Finance, Accounting
• Experience: 2-5 years preferred.
• CPA preferred but not required.
• Strong familiarity with Microsoft Excel, including pivot tables, and lookup functions.
• Solid understanding of financial statements, budgeting, forecasting, and variance analysis
• High financial/business acumen and attention to detail
• Excellent communication skills; able to partner with cross-functional teams
• Ability to work independently, manage multiple priorities, and meet tight deadlines
• Credit Verification to ensure employee is fiscally responsible.
  
  

Additional Requirements

• This is an on-site position based in the Tampa Bay area and will require relocation if you are not currently located in the area. While the role is primarily in-person, there may be limited access to remote work at the discretion of management and based on business needs.
• This is an exempt role, which may require working more than eight hours per day.
• Being authorized to work in the U.S. without employer sponsorship is a precondition of employment.
  
  

Homes by WestBay, LLC and Casa Fresca Homes – Cool House, LLC., is an Equal Opportunity Employer. The company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Other duties may be assigned as necessary, and reasonable accommodations will be made to enable individuals with disabilities to perform essential functions. This policy applies to all aspects of employment, including but not limited to recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.