FP&A Analyst

CountryPlace Mortgage - A Cavco Company - Plano, TX

Full-time - Mid Level

Plano, TX

About the position

The Financial Planning & Analysis (FP&A) Analyst at CountryPlace Mortgage is responsible for delivering strategic financial insights, enhancing operational efficiency, and ensuring compliance with regulatory standards. This role focuses on preparing and analyzing financial forecasts, conducting variance analysis, and developing methodologies for cost allocation and profitability analysis.

Responsibilities

• Prepare rolling 36-month forecast of divisional and consolidated operating income with accompanying proforma balance sheet, income statement, and statement of cash flows.
• Develop and improve forecast reporting, written narratives, and dashboards.
• Conduct ad hoc financial forecasts and scenario modeling to support strategic initiatives and business decisions.
• Analyze business results versus prior year and forecast on a weekly, monthly, quarterly, and ad-hoc basis.
• Provide insights on the financial results to assist senior management with business decisions.
• Partner with operational leaders to drive cost optimization, efficiency improvements, and profitability enhancements.
• Assist the Controller in the development of cost accounting methodologies for improved unit-level profitability analysis.
• Perform quarterly financial modeling and balance sheet reconciliation for various reserves and rights.
• Manage operating cash reserves to maximize interest earnings.
• Manage inter-company line of credit to ensure adequate liquidity for daily lending operations.
• Assist the Controller in the development and operation of improved overhead allocation methodologies.
• Maintain compliance with monthly Florida document stamp tax requirements and state-level unclaimed property requirements.
• Monitor Escrow Department compliance with HUD servicing requirements.
• Support internal and external audits, providing necessary documentation and explanations as required.

Requirements

• Advanced-level user of Microsoft Excel with a live demonstration required during the interview process.
• Minimum two years' experience in a role heavily focused on financial forecasting or completion of all four parts of the Uniform CPA exam (active license not required) or passing the Level II CFA exam.
• Bachelor's degree in Accounting or a related field.

Nice-to-haves

• CPA certification (active license not required).
• Chartered Financial Analyst (CFA) Level II certification.