Analyst, FP&A and Treasury

Since 1985, Wedgewood has been on a mission to revitalize communities and make home ownership more accessible. What started with restoring single-family homes has evolved into a diverse and innovative real estate company that continues to shape the industry. We believe in the value of home, and through our suite of brands, we’re helping people find theirs. Headquartered in Los Angeles, we also have offices in Las Vegas and Dallas.

The Analyst, FP&A and Treasury plays a key role in driving Wedgewood’s financial planning and day-to-day treasury operations. This role supports financial modeling, budgeting, forecasting, cash management, and optimization of banking and credit facilities.

For the first 6–8 months, the focus will be on high-priority treasury projects — enhancing daily cash management, improving reporting, and automating processes. After that, the position will evolve into a balanced 50/50 split between FP&A and treasury responsibilities.

We’re looking for a motivated, analytical professional who thrives in a data-driven environment and enjoys connecting numbers to strategy. The ideal candidate combines strong financial modeling skills with business acumen to help improve decision-making and support Wedgewood’s continued growth.

• Build, update, and maintain detailed financial models for business units and corporate departments to support the annual budget and rolling forecasts.
• Assist in managing the annual budgeting process, coordinating with multiple departments to gather assumptions and consolidate results.
• Prepare and analyze monthly budget-to-actual reports, performing deep dives into the general ledger and SQL data to identify key drivers and variances.
• Present financial results, trends, and recommendations to senior leadership, including the CFO, in a clear and concise manner.
• Evaluate capital utilization across business lines and forecast capital needs.
• Explore and assess new investment opportunities using financial and market data.
• Partner with business leaders and cross‑functional teams on ad hoc analyses, forecasting, and decision support.
• Support the business analytics team in maintaining financial dashboards and KPIs within Tableau and other reporting systems.
• Monitor developments in the real estate and broader economic environment to inform forecasts and financial planning.

• Prepare forecasts of liquidity, including available capacity across multiple financing facilities, factoring in advance rates, collateral market values, and line utilization.
• Determine the most efficient means of financing asset pools, optimizing for cost of funds, collateral eligibility, and overall facility structure.
• Manage collateral pledging and partner closely with banking institutions to ensure pledged assets meet all eligibility requirements.
• Support day‑to‑day treasury operations including wires, ACH transactions, book transfers, and general bank administration.
• Prepare and record cash‑related journal entries and reconciliations.
• Review and improve existing treasury workflows to streamline manual processes and enhance reporting accuracy.
• Maintain strong internal controls over cash management activities and ensure compliance with company policies.
• Perform ad‑hoc treasury and finance projects as assigned, including process improvement and system enhancement initiatives.

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 2–5 years of experience in FP&A, Treasury or Corporate Finance (real estate industry experience a plus).
• Advanced Excel proficiency, including financial modeling, and dynamic formulas.
• Strong PowerPoint and presentation skills; able to communicate complex data clearly to leadership.
• Self‑starter with excellent attention to detail and a mindset for continuous improvement.
• Strong analytical, organizational, and problem‑solving abilities.
• Experience with SQL databases and data visualization tools (e.g., Tableau) preferred.
• Experience working in a fast‑paced environment with an ability to pivot between various tasks

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