FP&a Analyst
Posted on 3/31/2023

201-500 employees

Real estate investment platform
Experience Level
Desired Skills
Data Analysis
Finance & Banking
  • Loans Funded: $12.3+ billion in loans funded
  • Homes financed: 52,000+ projects funded for our customers across the country. 95% of projects have successful exits
  • Geography: 31 states + D.C. where we lend to real estate investors so they can revitalize neighborhoods
  • Employees: Over 400 employees
  • Bachelor's Degree required
  • Relevant work experience in Accounting, Finance, or Capital Markets required; Corporate or Business Unit FP&A experience a plus
  • Minimum of 2 years of relevant experience at a management consulting firm, accounting firm, investment bank, private equity firm, investment and/or technology company
  • Financial modeling: Advanced proficiency in MS Excel required (e.g. Ability to build financial and operational models from scratch utilizing Excel); Adaptive and Tableau a plus
  • Strong work ethic and attention to detail required
  • Strategy and execution: Capacity to problem solve in a structured way and provide actionable insights to drive growth
  • Adaptability and drive: Kiavi is a fast-paced, constantly changing environment. We value completion of tasks over absolute perfection. If you do not know the answer, initiative is taken to seek the appropriate resources to find the right answer
  • Analytical and business rigor: Ability to translate business questions such as “How do we increase our margin?” or “In what ways can we use our balance sheet more efficiently?” meaningful analysis
  • High-energy & Positive Attitude: A sense of ownership and positive attitude are the keys to success
  • Effective communication: Strong communication skills that enable you to work productively across disparate functional groups and communicate key findings and solutions persuasively. This also includes clear communication of expectations and managing timing for deliverables
  • Multi-tasking prioritization expertise: Experience (and preferably enjoyment of) balancing numerous different priorities and demands
  • Create financial reports and analysis and actively review results with business partners on a regular and ongoing basis (monthly, quarterly, etc.)
  • Perform budget vs actual analyses at a business unit and consolidated level including identification and communication of key drivers and update forecasts as necessary
  • Analyze and report on current and future headcount (full time employees and contractors) status of each business unit
  • Prepare compliance reporting (debt covenants, industry reporting, etc.)
  • Support FP&A management in partnering with business unit stakeholders to drive the annual planning and quarterly forecast process including preparation of operating budgets based on actual results, prior budgets, operational initiatives, and other factors
  • Leverage analytics and develop reporting tools to drive KPIs and inform business leaders
  • Work closely with Marketing, Sales, Business Development, Mortgage Operations, Data and Capital Markets to gain insight and knowledge of departmental initiatives and develop projections to be incorporated into forecasts
  • Create and lead presentations on planning, performance tracking, etc
  • Deliver reports and analyses in a timely manner
  • Manage ad hoc inquiries and information requests
  • Calculate and distribute calculations for accruals and payroll for Kiavi's commission plans; communicate, explain, and resolve discrepancies with reporting managers