Description
The Financial Analyst is a professional-level, exempt position responsible for providing independent financial analysis, contract evaluation, and project oversight in support of executive decision-making. This role exercises discretion and independent judgment on matters of significance related to financial performance, development initiatives, contracts, and capital projects. The Financial Analyst works closely with the Chief Development Officer and Chief Financial Officer to analyze data, assess risk, and develop recommendations that support the company’s strategic and operational objectives.
Essential Duties and Responsibilities
- Independently analyze financial data, budgets, forecasts, and investment scenarios to support executive planning and decision-making
- Develop and maintain financial models used to evaluate development projects, capital investments, and operational initiatives
- Identify trends, risks, and opportunities and provide written and verbal recommendations to executive leadership
- Prepare executive-level financial summaries, dashboards, and presentations
- Review contracts, purchase agreements, amendments, and related documents to assess financial impact, risk exposure, and compliance with company objectives
- Evaluate key contract terms, milestones, and obligations and advise leadership on potential financial or operational implications
- Collaborate with legal, finance, and external partners to resolve contract-related issues requiring professional judgment
- Provide analytical oversight of escrow and transaction processes, including timelines, funding requirements, and financial documentation
- Evaluate transaction structures and identify risks or discrepancies requiring escalation or resolution
- Serve as a point of contact for internal stakeholders regarding financial aspects of escrow-related activities
- Lead assigned finance- or development-related projects, exercising discretion to prioritize work, resolve routine issues, and recommend solutions
- Monitor project financial performance against approved budgets and timelines and advise leadership of variances or risks
- Coordinate cross-functional efforts while maintaining responsibility for financial analysis and outcome recommendations
- Act as a trusted financial advisor to the CDO and CFO on assigned initiatives
- Participate in due diligence activities related to acquisitions, development projects, or strategic initiatives
- Support continuous improvement of financial analysis tools, reporting processes, and internal controls
Requirements
Required
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
- Minimum of 2–4 years of progressively responsible experience in financial analysis, accounting, or a related professional role
- Demonstrated ability to exercise discretion and independent judgment on financial and business matters
- Advanced proficiency in Excel and financial modeling
- Strong analytical, problem-solving, and critical-thinking skills
- Ability to handle confidential information with discretion and professionalism
Preferred
- Experience with contract review, real estate, development, or capital projects
- Experience in agriculture, manufacturing, or asset-intensive industries
- Familiarity with ERP systems and financial reporting tools
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- Minimum of 2-4 years of progressively responsible experience in financial analysis, accounting, or related professional role
- Advanced proficiency in Excel and financial modeling
- Strong analytical, problem-solving, and critical-thinking skills
- Ability to handle confidential information with discretion and professionalism
- Experience with contract review, real estate, development, or capital projects
- Experience in agriculture, manufacturing, or asset-intensive industries
- Familiarity with ERP systems and financial reporting tools
What We Do
Family Tree Farms specializes in producing a variety of flavorful fruits, including blueberries, peaches, and apricots, with a mission to deliver exceptional fruit experiences. They emphasize extraordinary quality and taste, cultivated with a strong commitment to community and environmental stewardship.
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