Key Responsibilities:
- Support the annual budgeting and forecasting process. Collaborate with finance leadership and department leaders to develop operating budgets and KPIs.
- Review month end close in collaboration with accounting to ensure accuracy of reporting.
- Prepare variance analysis of Income Statement, Balance Sheet and Cash Flow Statements.
- Ad hoc financial analysis, reporting and strategic projects as scoped by finance leadership.
- Collaborate across the different business units to identify risks and opportunities.
- Assist in preparing materials for internal business review and external investor meetings.
Qualifications:
- Bachelor’s degree in finance or accounting.
- 2-3 years of experience in finance/ accounting with a preference to high growth organizations and/ or start ups.
- Strong Excel and financial modeling skills.
- Experience with NetSuite, Salesforce and predictive planning tools.
- A team player with a passion for problem solving and continuous learning/ improvement.
- Excellent communication skills (written and verbal) and presentation skills. Ability to work across departments and levels of leadership.
Benefits:
- A collaborative, people-first culture with a passion for doing good and enjoying doing it
- A unique opportunity to build our brand in the early stages
- Competitive benefits and compensation, including 401(k) w/match
- Choice between hybrid and fully remote work
- Flexible PTO
- 11 paid holidays
About us
Truehold is the nation's leading provider of residential sale-leasebacks, the preferred choice for homeowners who want to unlock their equity without taking on debt or moving. We've brought together industry-leading experts to unlock over $200 million in home equity. Our mission is to create a new type of senior living that enables people to enjoy their health and wealth as they age, without giving up their homes.
Top Skills
What We Do
Truehold is the nation's leading provider of residential sale-leasebacks, the preferred choice for homeowners who want to unlock their equity without taking on debt or moving. A BBB-accredited American company, Truehold has brought together industry-leading experts to unlock over $100 million in home equity to hundreds of residents in 6 cities across the Midwest. Our mission is to create a new type of senior living that enables people to enjoy their health and wealth as they age, without giving up their homes.
Truehold was founded in 2021 where we built our first community of residents in St. Louis. We are a well-capitalized, venture-backed, and New York City-based company with employees all across the US.
Why Work With Us
90% of America's seniors dream of living at home for life—but for many, health and financial challenges will get in the way. We are a mission-driven company founded on the belief that seniors deserve a better option as they age. Our employees (Truepers!) feel a strong connection to our mission and have a real hand in shaping and scaling our company
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