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Financial Analyst

$90k - $103k

Pacific ExecSearch

Job Description

We are recruiting a Financial Analyst for a thriving Real Estate and Construction company in Roseville. Our client offers competitive benefits and a chance to join a dynamic finance team. The Financial Analyst will report to the VP of Accounting and this position has a hybrid schedule after training is complete (1 day a week work from home). Salary: $90,000-$103,000 DOE.

The qualified candidate will be a forward thinker with strong excel skills, data trending, accounting analysis, reporting, and project management skills.

RESPONSIBILITIES:
  • Collaborate with team members to calculate cash flow distributions to partners based on each partner's priority interest and the terms of the relevant agreements.
  • Prepare schedules for all properties detailing partner and affiliate-related receivables, debt, and partner fees.
  • Conduct internal audits for the portfolio and prepare audit findings reports with recommendations for improvement.
  • Prepare quarterly forecasting reports, investor reports, monthly/quarterly variance reports, external financial reports, and financial analyses.
  • Generate reports for shareholders, LP investors, affiliates, and other third parties.
  • Prepare and submit periodic reports for HCD and CalHFA.
  • Maintain debt schedules and track developer notes.
  • Prepare and distribute quarterly reporting packages for LP investors, affiliates, and other third parties.
  • Create and maintain monthly reports for market rate investors.
  • Perform annual analysis comparing actual results to pro forma projections and present findings to the leadership team.
  • Provide analytical support to the department as needed.
SKILLS & QUALIFICATIONS:
  • Bachelor's degree in Accounting or Finance.
  • Five years of related work experience, or an equivalent combination of education and experience.
  • Increasingly responsible experience in budgetary analysis and complex accounting procedures.
  • CPA preferred.
  • Proficiency with accounting software; PowerBI preferred.
  • Advanced skills in Excel.
  • Proficiency in Outlook.
  • Experience with Yardi is a plus.
Vacancy posted 2 hours ago
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