SBR Management LLC
Financial Planning Analyst
SBR Management LLC, Scottsdale, Arizona, us, 85261
Job Type
Temporary
Description
Position Summary:
The Financial Planning Analyst at Roberts Resorts & Communities will play a critical role in supporting financial decision-making across our portfolio of manufactured home communities, RV resorts, and sales of cabins and homes. The individual will be responsible for budgeting, forecasting, financial reporting, and analyzing sales and operational data. By providing insights and financial models, the Financial Planning Analyst will help guide business strategy, improve profitability, and support the company's growth initiatives. The ideal candidate will have experience in the industry and a strong ability to collaborate with cross-functional teams to align financial goals with overall business objectives.
About Roberts Resorts & Communities:
This company operates nationally and is growing by the day. At Roberts Resorts & Communities, we're on a mission to build community and fulfilling dreams. Through our core values of resourcefulness, integrity, passion, and epic customer service, we're dedicated to making a difference in the lives of 30,000 people. If you're passionate about creating meaningful impact, thrive in a culture of integrity, and are committed to delivering exceptional service, we invite you to join us in turning visions into reality and shaping a brighter future together.
PERFORMANCE OBJECTIVES:
Develop Accurate Financial Forecasts and Budgets:Within the first 90 days, build and implement financial models to forecast revenue, expenses, and sales for manufactured home communities, RV resorts, and cabin/home sales. Ensure forecasts and budgets align with business objectives and are presented in a clear and actionable format for management.Improve Profitability by Analyzing Sales and Operations Data:By the end of the first 6 months, provide in-depth analysis of sales data, occupancy rates, and operational costs to identify trends and recommend strategies that drive revenue growth and cost efficiencies. Specifically, contribute to improving the profitability of cabin and home sales by optimizing pricing strategies and financing options.Provide Regular Financial Reporting and Variance Analysis:Deliver accurate and timely monthly and quarterly financial reports that compare actual performance to budgets and forecasts. Identify key variances, explain the causes, and suggest corrective actions where needed. Ensure leadership has a clear understanding of financial performance across all properties.Collaborate to Support Sales and Marketing Efforts:Work closely with sales and marketing teams to analyze financial performance related to property sales. Provide insights that aid in developing effective sales strategies, marketing campaigns, and customer financing plans, with the goal of increasing home and cabin sales by at least 10% over the first year.Support Strategic Business Decisions Through Financial Modeling:Develop scenario-based financial models to support decision-making on potential acquisitions, expansions, or pricing adjustments for the communities and sales division. Provide data-driven recommendations that contribute to long-term growth and operational success.Drive Cost Reduction Initiatives:Within the first year, collaborate with community managers and operations teams to identify cost-saving opportunities that improve operational efficiency across properties, aiming for a 5-10% reduction in operating costs while maintaining or improving service quality.Requirements
KEY COMPETENCIES:Financial Acumen:
Strong understanding of financial principles, budgeting, forecasting, and variance analysis.Analytical Thinking:
Ability to analyze complex data sets and identify trends, opportunities, and insights for decision-making.Financial Modeling:
Expertise in building financial models to support strategic decisions and scenario planning.Attention to Detail:
Precision in financial reporting, ensuring accuracy and clarity in all financial documents and presentations.Communication Skills:
Ability to effectively convey financial insights and complex data to non-financial stakeholders in clear, actionable terms.Collaboration:
Proven ability to work cross-functionally with teams such as sales, marketing, operations, and management to align financial objectives.Problem-Solving:
Skilled in identifying financial issues and providing data-driven solutions to improve performance and profitability.Adaptability:
Comfortable working in a fast-paced environment with the flexibility to adjust to changing priorities and business needs.Industry Knowledge:
Familiarity with the financial aspects of manufactured home communities, RV resorts, and real estate sales.Technological Proficiency:
Advanced proficiency in financial software, Excel, and ERP systems (e.g., Rent Manager, Avid) to streamline financial processes.
EDUCATION & EXPERIENCE:
Bachelor's degree in finance, Accounting, Economics, or a related field.3-5 years of experience in financial planning and analysis, preferably in the manufactured home community or RV resort industry.Proven experience with financial analysis related to property sales, specifically cabins and homes.Strong proficiency in financial modeling, forecasting, and budgeting tools.Excellent communication skills with the ability to translate complex financial data into actionable insights.Advanced knowledge of Excel, financial software, and ERP systems (e.g., Rent Manager, AVID).Strong attention to detail and analytical skills.PHYSICAL REQUIREMENTS:
Clear vision and hearing to communicate effectivelyBENEFITS:
Medical, Dental, and VisionEmployer Paid Life InsuranceVoluntary STD, LTD, Accidental, and Critical IllnessPTO and 11 Paid Holidays401(k) & 401(k) MatchWorking in an inclusive community!Complimentary stay at one of our resorts!
COMMITMENT TO DIVERSITY:
Roberts Resorts & Communities stands firm in our commitment to Equal Employment Opportunity. We believe in a workplace free from discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected characteristic. Diversity is our strength. We foster an inclusive environment where authenticity is valued, and everyone feels a sense of belonging. We empower individuals to reach their full potential and contribute their best. Join us in creating a workplace where diversity is celebrated, voices are heard, and excellence thrives.
If this position caught your eye, send us your resume!
For best consideration, include the job title and source where you found this position in the subject line of your email to careers@robertsrc.com.
Temporary
Description
Position Summary:
The Financial Planning Analyst at Roberts Resorts & Communities will play a critical role in supporting financial decision-making across our portfolio of manufactured home communities, RV resorts, and sales of cabins and homes. The individual will be responsible for budgeting, forecasting, financial reporting, and analyzing sales and operational data. By providing insights and financial models, the Financial Planning Analyst will help guide business strategy, improve profitability, and support the company's growth initiatives. The ideal candidate will have experience in the industry and a strong ability to collaborate with cross-functional teams to align financial goals with overall business objectives.
About Roberts Resorts & Communities:
This company operates nationally and is growing by the day. At Roberts Resorts & Communities, we're on a mission to build community and fulfilling dreams. Through our core values of resourcefulness, integrity, passion, and epic customer service, we're dedicated to making a difference in the lives of 30,000 people. If you're passionate about creating meaningful impact, thrive in a culture of integrity, and are committed to delivering exceptional service, we invite you to join us in turning visions into reality and shaping a brighter future together.
PERFORMANCE OBJECTIVES:
Develop Accurate Financial Forecasts and Budgets:Within the first 90 days, build and implement financial models to forecast revenue, expenses, and sales for manufactured home communities, RV resorts, and cabin/home sales. Ensure forecasts and budgets align with business objectives and are presented in a clear and actionable format for management.Improve Profitability by Analyzing Sales and Operations Data:By the end of the first 6 months, provide in-depth analysis of sales data, occupancy rates, and operational costs to identify trends and recommend strategies that drive revenue growth and cost efficiencies. Specifically, contribute to improving the profitability of cabin and home sales by optimizing pricing strategies and financing options.Provide Regular Financial Reporting and Variance Analysis:Deliver accurate and timely monthly and quarterly financial reports that compare actual performance to budgets and forecasts. Identify key variances, explain the causes, and suggest corrective actions where needed. Ensure leadership has a clear understanding of financial performance across all properties.Collaborate to Support Sales and Marketing Efforts:Work closely with sales and marketing teams to analyze financial performance related to property sales. Provide insights that aid in developing effective sales strategies, marketing campaigns, and customer financing plans, with the goal of increasing home and cabin sales by at least 10% over the first year.Support Strategic Business Decisions Through Financial Modeling:Develop scenario-based financial models to support decision-making on potential acquisitions, expansions, or pricing adjustments for the communities and sales division. Provide data-driven recommendations that contribute to long-term growth and operational success.Drive Cost Reduction Initiatives:Within the first year, collaborate with community managers and operations teams to identify cost-saving opportunities that improve operational efficiency across properties, aiming for a 5-10% reduction in operating costs while maintaining or improving service quality.Requirements
KEY COMPETENCIES:Financial Acumen:
Strong understanding of financial principles, budgeting, forecasting, and variance analysis.Analytical Thinking:
Ability to analyze complex data sets and identify trends, opportunities, and insights for decision-making.Financial Modeling:
Expertise in building financial models to support strategic decisions and scenario planning.Attention to Detail:
Precision in financial reporting, ensuring accuracy and clarity in all financial documents and presentations.Communication Skills:
Ability to effectively convey financial insights and complex data to non-financial stakeholders in clear, actionable terms.Collaboration:
Proven ability to work cross-functionally with teams such as sales, marketing, operations, and management to align financial objectives.Problem-Solving:
Skilled in identifying financial issues and providing data-driven solutions to improve performance and profitability.Adaptability:
Comfortable working in a fast-paced environment with the flexibility to adjust to changing priorities and business needs.Industry Knowledge:
Familiarity with the financial aspects of manufactured home communities, RV resorts, and real estate sales.Technological Proficiency:
Advanced proficiency in financial software, Excel, and ERP systems (e.g., Rent Manager, Avid) to streamline financial processes.
EDUCATION & EXPERIENCE:
Bachelor's degree in finance, Accounting, Economics, or a related field.3-5 years of experience in financial planning and analysis, preferably in the manufactured home community or RV resort industry.Proven experience with financial analysis related to property sales, specifically cabins and homes.Strong proficiency in financial modeling, forecasting, and budgeting tools.Excellent communication skills with the ability to translate complex financial data into actionable insights.Advanced knowledge of Excel, financial software, and ERP systems (e.g., Rent Manager, AVID).Strong attention to detail and analytical skills.PHYSICAL REQUIREMENTS:
Clear vision and hearing to communicate effectivelyBENEFITS:
Medical, Dental, and VisionEmployer Paid Life InsuranceVoluntary STD, LTD, Accidental, and Critical IllnessPTO and 11 Paid Holidays401(k) & 401(k) MatchWorking in an inclusive community!Complimentary stay at one of our resorts!
COMMITMENT TO DIVERSITY:
Roberts Resorts & Communities stands firm in our commitment to Equal Employment Opportunity. We believe in a workplace free from discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected characteristic. Diversity is our strength. We foster an inclusive environment where authenticity is valued, and everyone feels a sense of belonging. We empower individuals to reach their full potential and contribute their best. Join us in creating a workplace where diversity is celebrated, voices are heard, and excellence thrives.
If this position caught your eye, send us your resume!
For best consideration, include the job title and source where you found this position in the subject line of your email to careers@robertsrc.com.