Senior Financial Analyst

Summary

This role will support financial planning, strategic decision-making and other finance initiatives across the company. The successful candidate will combine strong FP&A capabilities, business partnership, technical finance and strategic analysis skills. This individual will work closely with Finance, Operations and other corporate functions to provide actionable insights, improve decision-making, and support Lockwood's growth objectives.

Essential Duties and Responsibilities:

Financial Planning & Analysis

• Support company FP&A processes, including annual budgeting, quarterly forecasting and financial reporting, and long-range planning processes for management and executive leadership presentation and review.

• Develop and implement detailed variance analyses performed on a monthly, quarterly and annual basis, versus budget, forecast, prior year, and strategic plan, identifying key business drivers, risks, and opportunities.
• Develop and maintain financial models to support forecasting, scenario analysis, capital allocation, and M&A decisions.
• Partner with business leaders to translate operational activities and business initiatives into KPIs and metrics that drive performance.

Strategic Finance

• Perform financial analyses and prepare pro forma models, budgets, and project cash flows to support growth initiatives, capital investments, operational improvement projects, and other corporate priorities.
• Evaluate investment opportunities and business cases utilizing Net Present Value (NPV), Discounted Cash Flow (DCF), Internal Rate of Return (IRR), payback analysis, and other financial return methodologies.
• Perform scenario, sensitivity, and profitability analyses to support capital allocation and business decision-making.
• Support underwriting for acquisitions and new developments.
• Gather and interpret market, demographic, and operational data.

Cross-Functional Partnership & Process Improvement

• Help to build structure around financial processes and reporting frameworks.
• Leverage ERP to improve analysis, efficiency, and visibility into business performance.
• Identify opportunities for process improvement, automation, and enhanced analytics.
• Support the adoption and practical use of AI-enabled tools and emerging technologies within finance and business processes.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skill, and/or ability required.

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Experience: 3-5 years in affordable housing or real estate analysis, underwriting, development, financing, or asset management.
• Advanced Microsoft Excel skills, including complex financial modeling, scenario analysis, data manipulation, and reporting.
• Strong experience utilizing ERP systems and financial reporting and analytical tools, including Power BI.
• Demonstrated experience in budgeting, forecasting, monthly and quarterly reporting, variance analysis, and performance management.
• Strong understanding of financial statements, key performance indicators, and business performance drivers.
• Experience evaluating investments and strategic opportunities utilizing NPV, DCF, IRR, and related valuation methodologies.
• Excellent written and verbal communication skills with the ability to translate financial information into actionable business insights.
• Strong business acumen with the ability to connect operational performance to financial outcomes.
• Highly organized, self-motivated, and comfortable operating in a fast-paced, evolving environment.
• Ability to travel as required to support business needs.

Preferred Qualifications

• Exposure to business intelligence, visualization, and analytics platforms.
• Familiarity with AI tools and their application within finance, reporting, planning, and decision support.
• MBA, CFA, or other relevant professional designation.