FP&A Analyst

Caliber is seeking a full-time FP&A Analyst to join our team locally in Scottsdale, AZ. This is not a remote position.
The Financial Planning & Analysis (FP&A) Analyst will be essential in supporting the strategic, business and financial planning process. You will be heavily integrated into the various finance needs such as data analysis, budgeting, forecasting, and financial modeling. Additionally, you will be key in the development, implementation, and upkeep of the multiple platforms. Qualified candidates will have a strong corporate financial analysis background and experience with budgeting systems.
Primary Responsibilities:

• Provide insightful financial analysis, forecasting, budgeting, and reporting to support key decision-making processes within the organization.
  
• Analyze and design processes and systems to help integrate and optimize Caliber's business model.
  
• Conduct thorough financial analysis, including variance analysis, trend analysis, and scenario modeling, to provide actionable insights and recommendations to the management team.
  
• Prepare comprehensive financial reports, dashboards, and presentations for senior management, highlighting key findings, trends, and areas of improvement.
  
• Develop and maintain financial models and forecasts, ensuring accuracy and reliability.
  
• Collaborate with cross-functional teams to gather relevant financial data and assumptions, ensuring alignment with business objectives and strategic plans.
  
• Assist in the development and monitoring of annual budgets, quarterly forecasts, and long-term strategic plans.
  
• Identify and communicate risks and opportunities to management, offering proactive solutions and strategies.
  
• Stay updated on industry trends, economic factors, and changes in accounting standards.
  
• Participate in ad hoc projects, as assigned by management.
  
• Other duties as assigned.
  

Qualifications (required unless otherwise stated):

• Bachelor's degree in Finance or related field of study (Finance or Accounting preferred).
  
• 3+ years' relevant work experience in financial forecasting, reporting, and analysis.
  
• Experience with Planning, Reporting, BI and visualization systems required.
  
• Planful experience is a plus.
  
• Previous corporate finance experience is preferred.
  

Knowledge/Skills/Abilities:

• Advanced excel modeling skills required.
  
• Strong problem-solving skills and ability to use best judgement to work through challenges.
  
• Ability to work in a fast-paced environment under deadline pressure.
  
• Ability to adapt to processes and deal with ambiguity.
  
• Clear, effective oral and written communication skills are required, must be careful listener and clear communicator.
  

Physical Demands:
This job operates in a professional office environment with occasional travel. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The employee frequently communicates with internal team members, investors, and vendors. This role must be able to remain in a stationary position 50% of the time. This role constantly operates a computer and other office productivity machinery such as a copy machine and printer and occasionally moves items up to 50 lbs. for various projects.
Who we are: Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing accredited investors and registered investment advisors with well-structured alternatives to traditional investments.
Our Why: Caliber grows the wealth of good people to create a better world.
Our Vision: We create strategic investments that build generational wealth for our investors, communities, and team. We are an alternative asset manager with strategies in real estate and credit, differentiated by our vertically integrated business model.
Our Core Values: Authenticity & Transparency | Compassion & Service | Vision & Agility
Caliber is an equal opportunity employer. Caliber expressly prohibits any form of unlawful employment discrimination, unlawful employment harassment, and unlawful employment retaliation. Caliber is committed to a policy of providing equal employment opportunities ("EEO") to all employees and applicants for employment without regard to race, color, ethnicity, national origin, age, sex, gender identity, sexual orientation, religion, disability, pregnancy status, veteran status, genetic information, or any other characteristic protected by law.
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