FP&A Analyst

Cavco Industries, Inc. • Plano, TX, United States • $200k - $250k / year • 2w ago

The Financial Planning & Analysis (FP&A) Analyst is responsible for providing strategic financial insights, supporting operational efficiency, and ensuring compliance with regulatory requirements. This role involves preparing and analyzing financial forecasts, conducting variance analysis, and developing methodologies for cost allocation and profitability analysis.

Forecast and Budgeting

On a monthly basis, prepare rolling 36-month forecast of divisional and consolidated operating income with accompanying proforma balance sheet, income statement, and statement of cash flows.
Develop and improve forecast reporting, written narratives, and dashboards.
Conduct ad hoc financial forecasts and scenario modeling to support strategic initiatives and business decisions.

Variance Analysis and KPI Reporting

Analyze business results versus prior year and forecast on a weekly, monthly, quarterly, and ad-hoc basis.
Provide insights on the financial results to assist senior management with business decisions.
Partner with operational leaders to drive cost optimization, efficiency improvements, and profitability enhancements.
Assist the Controller in the development of cost accounting methodologies for improved unit-level profitability analysis.
Perform quarterly financial modeling and balance sheet reconciliation for consumer loan loss reserves, indemnification reserves, construction completion reserves, discount accretion, and mortgage servicing rights.

Cash Management

Manage operating cash reserves to maximize interest earnings.
Manage inter-company line of credit to ensure adequate liquidity for daily lending operations.

Shared Services Allocations

Assist the Controller in the development and operation of improved overhead allocation methodologies.

Compliance Activities

Assist the Controller in preparation of quarterly income tax reporting.
Maintain compliance with monthly Florida document stamp tax requirements.
Maintain compliance with state-level unclaimed property requirements.
Monitor Escrow Department compliance with HUD servicing requirements.
Support internal and external audits, providing necessary documentation and explanations as required.

Requirements

Must be an advanced-level user of Microsoft Excel; interview process will include a live demonstration of the candidate’s ability to execute a set of pre-defined tasks in Excel.
Must have completed at least one of the following:
- Minimum two years’ experience in a role heavily focused on financial forecasting.
- Passed all four parts of the Uniform CPA exam (active license is not required).
- Passed the Level II CFA exam.

Cavco Industries is committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.