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Senior Financial Planning Analyst

Company: The Broe Group
Location: Colorado Springs
Posted on: June 21, 2022

Job Description:

Senior Financial Planning Analyst - The Broe Group

Scope: -Across a company comprised or three major business groups (Real Estate, Transportation and Energy) with several billion of enterprise value, evaluates financial reports, business plans, and financial models as submitted by each executive management team within the Broe Group.

Reporting Relationships: The Senior Financial Planning Analyst reports to the Broe Group Director of FP&A, but will also work closely and often directly with the Chief Financial Officer.

Key Responsibilities

Oversee monthly cash forecasting for Broe Management, including the roll up of equity needs by each line of business. This will require extensive knowledge of what is happening within each business, often on a project-by-project basis.

Review and analyze quantitative data, investment documents and other material for due diligence (analyze, summarize, and assess) of new real estate development projects.

Assist in Broe Management's assessment of underwriting for new investment and development opportunities through the review and preparation of detailed financial and valuation analyses, and creation of executive presentations.

Review monthly financial and operations reports as submitted by the various business groups. -Work with respective management teams to investigate operating plan variances and assess / prioritize risks and opportunities.

Assist with the coordination of annual planning activities and selection of key performance metrics as appropriate for each business group.

Assist in reviewing annual operating and strategic plans submitted by individual management teams to ensure alignment with Broe Group goals, objectives, and capital allocation plans.

Review capital appropriation and business acquisition requests as submitted by individual management teams for accuracy and consistency with strategic, operating, and cash management plans.

Assist as needed with the development of financial forecasting models for various business groups and a variety of business cases (sell vs. hold analysis, acquisition underwriting, capital planning, cash forecasting)

Required Personal Characteristics, Experience and Education

Three years' work experience. Experience in real estate financial analysis is a plus.

Successful candidate should have progressive financial planning and analysis experience including experience analyzing and projecting cash flow.

Demonstrated ability to work across multiple teams is critical.

B.S in Accounting or Finance

Proficiency in MS Excel and PowerPoint

Well-developed interpersonal skills and verbally articulate. Able to demonstrate leadership potential. Team player. -Experience in presenting technical materials to senior management.

Must have an inquisitive nature . -Must be curious about the nature and operations of a business. -Have demonstrated a propensity to continuously learn.

High energy , positive work attitude. Self-starter, team player.

Preferred Personal Characteristics, Experience and Education

Advanced Degree (MBA, MS Finance, MS Accounting)


Ability to read and understand legal documents, including partnership and fund waterfalls

Salary Range:

$85,000 - $115,000

Keywords: The Broe Group, Colorado Springs , Senior Financial Planning Analyst, Accounting, Auditing , Colorado Springs, Colorado

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