Senior Financial Analyst

Description

Join E&S Ring - A Leader in Residential Property Management


At E&S Ring Management, we manage apartment communities in some of California's most sought-after neighborhoods. With a legacy of excellence and a strong presence in vibrant communities, we're proud to deliver high-quality living experiences and that starts with an exceptional team.


We're currently seeking a Senior Financial Analyst for our corporate office.

Job Overview: The Senior Financial Analyst is responsible for providing advanced financial analysis, reporting, budgeting, forecasting, and strategic decision support for E&S Ring Management Corporation. This position plays a key role in the preparation and interpretation of financial information used by executive leadership to make informed business decisions.

The Senior Financial Analyst leads company-wide budgeting initiatives, develops financial models and reporting tools, supports tax and regulatory compliance, performs operational and financial analyses, and continually identifies opportunities to improve financial reporting processes and efficiencies. This role partners with Accounting, Property Operations, Construction, Ownership, and Executive Management on a variety of strategic initiatives and special projects.

The Senior Financial Analyst is expected to promote E&S Ring's Mission Statement while ensuring compliance with company policies, financial controls, and accounting standards.

Essential Responsibilities:

• Financial Reporting & Month-End Close:

o Prepare, review, and analyze monthly financial statements and reporting packages.

o Manage month-end close activities including journal entries, reconciliations, asset management, and financial statement preparation.


o Review general ledger activity to ensure accuracy and integrity of financial data.

o Prepare reports for executive management, lenders, and ownership.

o Analyze financial performance and identify significant variances and trends.

• Budgeting & Forecasting:

o Serve as the company lead for the annual budgeting process.


o Develop and maintain budgeting calendars and project timelines.


o Coordinate budget preparation across departments and properties.


o Review submitted budgets for completeness, consistency, and accuracy.


o Maintain budgeting models and troubleshoot budgeting system issues.


o Prepare monthly forecasts and long-range financial projections.


o Present financial analyses and recommendations to executive leadership.

• Financial Planning & Analysis:

o Perform financial modeling, forecasting, benchmarking, and historical trend analysis.

o Prepare cash flow analyses, weekly cash reports, and monthly cash projections.

o Develop pro forma financial models for acquisitions, dispositions, refinancing, and capital projects.

o Analyze operating performance and recommend opportunities to improve profitability.

o Calculate Quarterly NOI Bonus metrics and other financial performance measurements.

• Property & Construction Financial Analysis

o Review monthly property financial statements and identify performance trends.

o Oversee job costing and construction accounting within Yardi Voyager.

o Monitor construction expenditures and prepare financial reporting related to capital projects.

o Assist with reserve replacement analyses and lender reporting requirements.

• Tax & Regulatory Compliance :

o Assist with quarterly, annual, and year-end tax reporting and ownership tax projections.

o Prepare or coordinate required governmental filings including federal, state, county, and municipal reporting.

o Support property tax analyses and forecasting.

o Assist during audits and provide requested financial documentation.

• Reporting Systems & Process Improvement:

o Design, develop, and maintain financial reporting tools using Excel, Yardi, and other reporting platforms.

o Work with consultants and internal IT staff to automate financial reporting processes.

o Create dashboards, charts, graphs, and executive reporting packages.

o Evaluate current financial processes and recommend efficiencies and process improvements.

o Maintain chart of accounts, reporting structures, and account mapping as assigned.

• Due Diligence & Special Projects:

o Support acquisitions, dispositions, refinancing, and other strategic initiatives through financial analysis.

o Review loan documents, insurance policies, management agreements, contracts, and other financial documents.

o Prepare ad hoc analyses requested by Ownership, the President, Controller, Assistant Controller, or executive leadership.

o Participate in cross-functional projects and perform other duties as assigned.


Minimum Experience/Training/Education:

• Education Required :

o Bachelor's degree in business, Accounting, Mathematics, Economics, or a similar field.

• Experience :

o Five or more years of progressive accounting or financial analysis experience.

o Strong understanding of GAAP and financial statement preparation.

o Experience with budgeting, forecasting, financial modeling, and variance analysis.

o Experience within commercial real estate or property management is strongly preferred.

• Technical Skills :

o Advanced Microsoft Excel skills including PivotTables, Power Query, advanced formulas, financial modeling, and data analysis.

o Strong knowledge of accounting principles and financial reporting.

o Experience with Yardi Voyager required.

o Experience with Business Intelligence or reporting tools is preferred.

o Strong analytical, organizational, and problem-solving abilities.

o Excellent written and verbal communication skills

• Additional Desired Qualifications :

o Education:

• • • Master's degree in a Finance, Accounting or Business Administration.

o Technical:

• • • Familiarity with Yardi Voyager and associated modules (Financial Analytics and Yardi Construction) is advantageous.
    • Experience with Yardi Construction, Financial Analytics and budgeting module.
    • Experience developing dashboards and automated reporting solutions.

o Ability:

• • • Demonstrated accuracy, attention to detail, and a sense of urgency in task execution.

Equipment and Tools Used:

• Computer, multifunction printer/copier/scanner, 10 key, and telephone/software, multi-function printer-copier-scanner-fax, calculator, and telephone.

Physical Requirements:

• Primarily sedentary work, with some bending and kneeling for file access.

• Occasionally requires lifting up to 15 pounds.

• Regular use of computers and telephones.

E&S Ring Management Corporation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.