Senior Financial Analyst
Posted 10 days ago
ventura community partnersScottsdale (AZ)
Financial Specialists, All OtherPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
We retain clients by
retaining our people.
Finally, a partnership where you can exhale.
When founders ask, “What happens to my team?”,
we show them the data.
0%
Team
Reductions
as a result of partnership
100+
Internal
Promotions
in 2025
70%+
Diversity in
Leadership
10+Yr
of Management
Then, we show them what their team gains.
We’re CCMC, a community management company specializing in master-planned communities. Our vision of inspiring a resident-centric focus is brought to life by our core values: Integrity, Respect, Service and Community.
The Senior Financial Analyst will play a key part in budgeting, forecasting, financial modeling, and strategic decision-making. The ideal candidate will bring strong financial acumen, business insight, and a proactive mindset to drive financial performance and support leadership with actionable insights.
RESPONSIBILITIES
Develop and maintain financial models to support strategic initiatives and decision-making.
Lead budgeting, forecasting, and variance analysis processes across departments.
Partner with business units to analyze operational performance and provide recommendations.
Prepare monthly, quarterly, and annual financial reports for senior management and stakeholders.
Conduct ad hoc financial analysis to support business initiatives and evaluate investment opportunities.
Identify process improvements and automation opportunities within financial reporting and analysis.
Track KPIs, financial metrics, and trends to assess business performance and risks.
Support the preparation of board presentations, investor reports, and strategic planning materials.
REQUIREMENTS
Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA is a plus).
4–7+ years of experience in financial analysis, preferably in a corporate or consulting environment.
Advanced Excel skills and strong experience with financial modeling.
Proficiency in financial software and tools (e.g., Sage Intacct, Concur, Planful, Power BI, Velixo).
Excellent communication and presentation skills.
Strong problem-solving abilities and attention to detail.
Ability to manage multiple priorities in a fast‑paced environment.
Maintain strict confidentiality of information
If driving is, or becomes, a requirement of the role, it is required, at all times, that you hold a valid state driver’s license for the class of vehicle you are driving, maintain a clean motor vehicle report, and hold current automobile insurance at statutory limits. You must notify Human Resources immediately regarding any change to your motor vehicle standing. CCMC may periodically review motor vehicle reports to ensure compliance with these requirements.
PHYSICAL REQUIREMENTS
Lifting: Minimal lifting up to 20 pounds
Mobility: Walking in office areas
Working conditions: Primarily performed onsite or hybrid
Extended Sitting or Standing: Capability to sit or stand for extended periods during meetings or events
Manual Dexterity: Skills in using technology, including computers and mobile devices
We are committed to creating an inclusive and accessible work environment. If you require reasonable accommodation in performing the job duties as described in the job description, discuss with your manager.
What we offer:
Comprehensive benefits package including medical, dental, and vision
Wellness program
Flexible Spending Accounts
Company-matching 401k contributions
Paid time off for vacation, holidays, medical, and volunteering
Paid parental leave
Training and educational assistance
Support programs, including Employee Assistance Program and Calm Health
Optional benefits including short- and long-term disability, life insurance, and pet insurance
Most importantly, a caring team who is dedicated to your success!
Meet the person who makes sure “people-first” is never just something we say.
Mission
To redefine what partnership
means in community management—so founders, partners, team members, and residents all have something greater ahead.
Values
Integrity
Community
Respect
Service
Every quarter, we award 6 culture champions companywide for living our core values.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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