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

Requirements

• 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