Senior Financial Analyst

Job Description

Job Description

Caliber is looking for an experienced and driven Senior Financial Analyst to join our team locally in Phoenix, AZ.

The Senior Financial 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 financial modeling, data analysis, budgeting, and forecasting. Qualified candidates will have a strong financial analysis background and robust Excel modeling experience.

This role will have high visibility to the senior leadership of a public company and your work will have a direct impact on the ongoing business strategy. You will be part of a growing department that offers one on one mentorship from a highly experienced leader that will support career growth and advancement within.

Essential Functions for this Role :

• Be an Excel savant, owning Caliber’s business model.
• Conduct thorough financial analysis, including scenario modeling, asset and fund level builds, and trend analysis to provide actionable insights and recommendations to the management team.
• Provide insightful financial analysis, forecasting, budgeting, and reporting to support key decision-making processes within the organization.
• Develop and maintain ad hoc 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.
• Prepare comprehensive financial reports, dashboards, and presentations for senior management, highlighting key findings, trends, and areas of improvement.
• Assist in the development and monitoring of annual budgets, quarterly forecasts, and long-term strategic plans.
• Provide support in evaluating and analyzing investment opportunities, including financial due diligence, ROI analysis, and sensitivity analysis.
• Identify and communicate risks and opportunities to management, offering proactive solutions and strategies to mitigate risks and capitalize on opportunities.
• Stay updated on industry trends, economic factors, and changes in accounting standards that may impact financial analysis and reporting.
• Participate in ad hoc projects, as assigned by management.
• Other duties as assigned.

Ideal Qualifications Include :

Physical Demands : This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The team member frequently communicates with internal team members, investors and vendors. Must be able to remain in a stationary position 50% of the time. Constantly operates a computer and other office productivity machinery such as a copy machine and printer. 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

What we offer : Caliber offers benefits and perks such as-

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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