Financial Analyst

Position Summary

This position will interact with corporate leadership (including high visibility to the CFO and work closely with operational leaders to provide ad-hoc analytical support while also ensuring all weekly, monthly, quarterly, and annual reporting is completed accurately and on-time. Additionally, this position will be heavily involved with the annual budgeting process and in identifying areas of improvement throughout the business to assist with Green Courte Residential’s ongoing expansion.

Company Overview

Green Courte Residential Holdings, located in Clearwater, Florida, is a high growth real estate investment trust (REIT) that owns and operates 24 land-lease manufactured home communities and 18 senior living communities throughout the United States with over 8,000 home sites and 2,700 senior living units.

Green Courte Residential Holdings (GCRH) is an exciting, fast-growing company, exploring ways to enhance our residents experience and grow our footprint across the United States. We own and operate our land lease communities under the Windward Communities brand, and our active adult/independent living senior housing communities under the True Connection Communities brand. We are an affiliate company of Green Courte Partners (GCP), a private equity real estate investment firm focused on building industry-leading companies within niche real estate sectors. To learn more about our entities visit: www.livewindward.com and www.trueconnectioncommunities.com

Benefit of working for us based on eligibility

• Medical/Dental/Vision Insurance, Health Savings Account (HSA) & Flexible Spending Account (FSA)
• Paid Parental Leave, Short-term & Long-term Disability
• Industry-leading PTO
• Paid Holidays
• 401k program; Including match
• Tuition reimbursement
• Staff development courses & free online training courses
• Paid training
• Bonus programs
• Employee Assistance Program (EAP)
• Employee/Resident Referral Bonuses
  
  

Duties And Responsibilities

As a direct report to the Vice President of FP&A, the Financial Analyst is a highly impactful position leading and driving various projects to help GCRH operate its platforms more effectively and efficiently. Examples of such responsibilities and projects include:

• Prepare, manage, and distribute operational and financial reports, including but not limited to:
• Weekly operational reports.
• Monthly and Quarterly financials, including variance analysis, commentary, operational KPIs, and management presentations.
• Annual budget planning, forecasting, and strategizing initiatives.
• Capital reporting, including variance analysis on various capital projects and forward-looking projections.
• Recommendations regarding business direction and go-forward forecast assumptions.
• Partner with cross-functional teams across GCRH and GCP to help enhance processes and automate financial and operational reporting, including but not limited to:
• Developing, implementing, and analyzing operational KPIs, dashboards, financial reporting, and forecasting models.
• Identifying, implementing, managing, and improving reporting while establishing strong quality checks and controls to ensure data accuracy.
• Identifying and implementing operational tools to help run the day-to-day business and anticipate the demands of the growing organization.
• Collaborate with senior and property level management relating to recurrent deliverables and new initiatives; key resource for insightful analysis and facilitating decision making.
• Perform ad hoc projects as required.
  
  

Qualifications

• Bachelor’s Degree in Business, Finance, or related field required.
• Strong knowledge of accounting and financial principles.
• 1-3 years of related finance and/or analytical experience required. Property or Hospitality Management experience a plus.
• Demonstrated ability in analysis including comparative ROI, cost-benefit, valuation, and basic statistical models.
• Proficiency in Microsoft Excel and financial modeling.
• Experience with financial planning software, Copilot, or visualization tools like Power BI or Tableau a plus.
• Experience with an enterprise general ledger system a plus.
• Experience with aggregating and consolidating information from disparate systems, analyzing data, and presenting findings and recommendations clearly and concisely.
• Works independently with limited supervision; also works well collaborating across functional areas.
• Manages and prioritizes projects in a detailed, effective, process-oriented manner, within a fast-paced environment.
• Possesses excellent written and verbal communication skills; oriented to proactive and transparent consultation and professional communication with all stakeholders.
• Forward-thinking; anticipates and addresses potential issues well in advance of deadlines.
  
  

Working Conditions

This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, printers, photocopiers, filing cabinets and fax machines.

Physical Requirements

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand, as necessary.

We are an Equal Employment Opportunity Employer M/F/D/V. We are committed to equal employment opportunity to all qualified persons, without regard to race, color, religion, creed, ancestry, national origin, age, gender, gender identity or expression, marital status, disability, or other protected status, as established by Federal or State laws.

We comply with the Americans with Disabilities Act (ADA), to provide reasonable accommodations for persons with disabilities.

We are a Drug-Free/Smoke-Free Workplace.

Green Courte Residential Holdings, located in Clearwater, Florida, is a high growth real estate investment trust (REIT) that owns and operates 24 land-lease manufactured home communities and 18 senior living communities throughout the United States with over 8,000 home sites and 2,700 senior living units.