Reporting and Analytics Manager - Hillpointe
Winter Park, FL
About the Job
Hillpointe is a fully integrated real estate development and investment management firm focused on developing market-rate workforce housing across the Sun Belt. Ranked at the top of NMCH's Builders and Development companies, our team ensures best-in-class execution. This position is more than just a job - it's a career-defining opportunity! At Hillpointe, you'll be part of a dynamic, innovative team that makes tangible impacts on day-to-day operations and contributes directly to overall success.
Reporting and Analytics Manager
The Reporting and Analytics Manager will play a pivotal role in leading a comprehensive overhaul of Hillpointe's internal and external reporting structures. This position involves developing and managing monthly and quarterly internal reports using PowerPoint, PowerBI, and Excel—skills that are essential for success. Additionally, the candidate will leverage SQL to extract data from our evolving Enterprise Data Warehouse.
The ideal candidate is a problem-solver who operates effectively across a broad range of topics and demonstrates a client-service orientation with a team-player mindset. They should have extensive experience in producing institutional-quality reports, exhibiting autonomy and a strong proficiency in Excel and familiarity with financial concepts. Collaboration with various departments to gather and communicate information for reporting purposes is also crucial. This role reports to the Managing Director of Asset Management.
Key Responsibilities:
- Develop and Implement Reporting Structures: Design and implement advanced financial reporting frameworks to support leadership across all facets of company strategy.
- Create and Manage PowerBI Dashboards: Develop and oversee PowerBI dashboards to deliver insightful data visualizations and comprehensive reporting.
- Prepare Financial Reports and Presentations: Produce detailed financial reports, presentations, and documentation using Word and PowerPoint.
- Conduct Financial Modeling and Analysis: Perform financial modeling and in-depth analysis to support investment decisions and track performance.
- Assist in Setting Business Objectives: Collaborate with the leadership team to establish annual key business objectives and monitor progress against these goals.
- Manage Centralized Data Dictionary: Create and maintain a centralized data dictionary to catalog data points used throughout the company, ensuring consistency in KPI methodology and reference across all reporting materials.
- Analyze Data Using Excel and SQL: Conduct thorough data analysis using Excel and SQL queries to extract, manipulate, and interpret data effectively.
- Collaborate with Stakeholders: Engage with internal stakeholders to understand their reporting needs, ensuring the accuracy and relevance of financial information.
- Ensure Data Integrity: Uphold the integrity and accuracy of financial data and reports through meticulous review and validation processes.
- Provide Strategic Insights: Offer actionable insights and recommendations based on data analysis to inform and drive strategic decision-making.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree or relevant certification (e.g., CFA, CPA) is a plus.
- 4-7 years of experience in financial analysis, reporting, or a similar role within private equity or investment banking.
- Proficiency in PowerBI, Excel, SQL, and financial modeling.
- Strong analytical skills with the ability to interpret complex data and present it in a clear, concise manner.
- Exceptional written and verbal communication skills, with experience creating high-quality reports and presentations.
- Demonstrated attention to detail and ability to manage multiple projects simultaneously.
- Proven track record of working independently and taking initiative in a dynamic environment.
- Macabacus experience is a plus.
NOTE: This document outlines the general nature and level of work expected from individuals in this role. It's important to understand that this is not an exhaustive list of responsibilities, duties, and skills. Additional tasks or job functions that can be safely performed may be required as necessary by supervisory personnel. This flexibility in additional duties showcases the company's adaptability and encourages employees to be versatile. The employee is expected to adhere to all work rules, procedures, and policies established by the company, including, but not limited to, those contained in the employee handbook.