Key Responsibilities:

• Support the annual budgeting and forecasting process. Collaborate with finance leadership and department leaders to develop operating budgets and KPIs.
• Review month end close in collaboration with accounting to ensure accuracy of reporting.
• Prepare variance analysis of Income Statement, Balance Sheet and Cash Flow Statements.
• Ad hoc financial analysis, reporting and strategic projects as scoped by finance leadership.
• Collaborate across the different business units to identify risks and opportunities. 
• Assist in preparing materials for internal business review and external investor meetings.

Qualifications: 

• Bachelor’s degree in finance or accounting.
• 2-3 years of experience in finance/ accounting with a preference to high growth organizations and/ or start ups.
• Strong Excel and financial modeling skills.
• Experience with NetSuite, Salesforce and predictive planning tools.
• A team player with a passion for problem solving and continuous learning/ improvement.
• Excellent communication skills (written and verbal) and presentation skills. Ability to work across departments and levels of leadership.

Benefits:

• A collaborative, people-first culture with a passion for doing good and enjoying doing it
• A unique opportunity to build our brand in the early stages
• Competitive benefits and compensation, including 401(k) w/match
• Choice between hybrid and fully remote work
• Flexible PTO
• 11 paid holidays

About us

Truehold is the nation’s leading provider of residential sale-leasebacks, the preferred choice for homeowners who want to unlock their equity without taking on debt or moving. We’ve brought together industry-leading experts to unlock over $200 million in home equity. Our mission is to create a new type of senior living that enables people to enjoy their health and wealth as they age, without giving up their homes.