Financial Modeling & Dashboard Specialist at Servant

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

Our purpose is to bring positive influence and insight at the intersection of technology and faith. Serving the Kingdom with our experience and expertise, to develop world-class digital strategies and solutions. We believe technology is only a tool to serve the people, not the solution itself.

We serve people with purpose; finding alignment to see big vision realized through specialist digital solutions. We solve complex challenges that change the way people interact and connect with each other and the world around them.

We lead people with vision; through meaningful collaboration, leadership, and integrity, ensuring people are always at the heart of our thinking. We’re for the people, our mission is the mission.

We are Servant; to His vision, Kingdom, people and truth.
We are leading digital solutions – for good.