Financial Modeling & Dashboard Specialist
We are seeking a Financial Modeling & Dashboard Specialist to provide expertise in developing sophisticated financial projection models, data analysis, and reporting solutions to support our organization's 10-year strategic development initiative. This role requires deep experience in financial modeling, multi-year projections, and advanced Excel techniques to help guide our infrastructure and financial planning processes.
Key Responsibilities:
- Financial Analysis & Modeling:
- Develop comprehensive 10-year financial projection models with multiple scenario capabilities
- Create dynamic dashboard reports for tracking key metrics and performance indicators
- Build integrated formulas for scenario analysis (V1, V2, V3 iterations) for strategic initiatives
- Design models for revenue stream analysis and debt retirement strategies
- Implement visualization tools for infrastructure projection models
- Advanced Excel & Data Management:
- Utilize advanced Excel formulas, Power Query, Power Pivot, and VBA/Macros to develop sophisticated financial tools
- Create automated reporting systems for integrated strategy roadmaps
- Develop data validation and protection mechanisms for collaborative workflows
- Build dynamic dashboards with drill-down capabilities for leadership decision support
- Implement data integration frameworks between multiple financial systems
- Strategic Financial Planning:
- Model capital investment planning scenarios and ROI projections
- Forecast revenue and expense patterns across multiple operational sites
- Develop maintenance reserve funding models and depreciation schedules
- Create financial feasibility assessments for expansion initiatives
- Design cash flow forecasting tools for multi-year planning horizons
- Process Improvement & Training:
- Identify opportunities to streamline financial processes using Excel automation, macros, and Power Query
- Train staff on best practices in financial modeling and reporting
- Support the implementation of financial software tools that integrate with Excel for efficiency
- Financial Modeling Expertise:
- 5+ years of experience in financial modeling for multi-year projections
- Strong background in capital project financial planning
- Experience with scenario planning and sensitivity analysis
- Demonstrated ability to create data-driven decision models
- Knowledge of financial reporting standards and best practices
- Advanced Excel Proficiency:
- Expert-level command of Excel formulas (INDEX/MATCH, SUMIFS, OFFSET, etc.)
- Proficiency with Power Query for data handling and transformation
- Experience with Power Pivot for data modeling and relationship management
- Strong skills in dashboard design and data visualization techniques
- Capability with Macro/VBA development for automation
- Strategic & Analytical Thinking:
- Ability to interpret complex financial data and provide actionable insights
- Strong problem-solving skills with a focus on long-term sustainability
- Experience developing frameworks for assessing financial feasibility
- Communication & Collaboration:
- Ability to present financial information clearly to non-financial stakeholders
- Experience working with executive leadership teams and board members
- Skill in translating complex financial concepts into accessible formats
Preferred Experience:
- Experience in commercial real estate development and valuation
- Construction project finance and cost estimation background
- Investment portfolio analysis and ROI forecasting skills
- Capital campaign planning and management experience
- Asset depreciation and maintenance reserve modeling expertise
Nice-to-Have Qualifications:
- Experience developing land use financial feasibility studies
- Proven track record creating construction phasing financial models
- Background in debt structuring and optimization for capital projects
- Experience with investment return modeling for diversified revenue streams
- Knowledge of property management financial operations
Industry Experience (Preferred):
- Commercial construction financial planning
- Real estate investment analysis
- Private equity or investment fund modeling
- Institutional finance (universities, healthcare, non-profits)
- Multi-site organizational financial planning
- Property development and acquisition modeling
Additional Valuable Skills:
- Experience with GIS or spatial data integration in financial models
- Knowledge of facility condition assessment financial planning
- Fundraising or development office analytical support
- Educational institution financial modeling background
- CPA, CMA, or financial certification is a plus
Average salary estimate
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Join us at our innovative team as a Financial Modeling & Dashboard Specialist! In this exciting role, you'll harness your expertise to develop sophisticated financial projection models and reporting solutions that support our organization's dynamic 10-year strategic development initiative. Your key responsibilities will include crafting comprehensive financial models with powerful scenario capabilities that allow for informed infrastructure and financial planning. You'll get to use advanced Excel techniques, like Power Query, Power Pivot, and even VBA/Macros, to create dynamic dashboard reports that track vital metrics. As you collaborate with our leadership teams, you'll help interpret complex financial data, ensuring that our strategies align with our long-term sustainability goals. Plus, your role will also involve training staff on best practices in financial modeling and identifying opportunities to streamline our processes through automation. We are looking for someone with over 5 years of experience in financial modeling, ideally in capital project financial planning, who is adept at translating complex financial concepts into accessible insights. If you’re ready to take your career to the next level and impact our financial future, we want to hear from you!
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