Financial Analyst

• We are currently working an onsite schedule in our Roseville, CA office (though an option to work one day from home will be available after training)
• This is a contract to hire position but it would be our preference to convert someone to permanent as quickly as possible
• The compensation for this role ranges from 36.00-44.00/hour DOE

We're partnering with Andrew Walsh from LHH to help us find our candidate, as this is a long term, contract to hire role (emphasis on the to-hire). Please read through the below responsibilities and requirements below and if this opportunity sounds like one you would like to explore, please reach out to Andy right away at with your resume to expedite the process (applications can also be sent directly from this portal if emailing is not an option).

RESPONSIBILITIES:

• Partnership cash flow distributions- work with team members to perform calculations which determine cash flow distributions to partners according to each partner's priority interest and the terms of the appropriate agreements.
• Prepare related-party transactions schedules for all properties, which detail all partner and affiliate related receivables, debt, and partner fees.
• Conducts the internal audit program for the portfolio.
• Prepares the internal audit findings report and makes recommendations for improvement.
• Prepare quarterly forecasting reports, investor reporting, and monthly/quarterly variance reporting, external financial reporting and financial analysis.
• Monthly reporting
• Maintain debt schedules
• Responsible for the quarterly reporting packages
• Creates and maintains reports to be published for the market rate investors on monthly basis
• Performs analysis of actuals to proforma on an annual basis and delivers the reports to the leadership team.
• Provide department with analytical support as needed.

QUALIFICATIONS

• A Bachelor’s degree in Accounting or Finance, and five to ten years of related work experience, or an equivalent combination of education and experience.
• A CPA is preferred. Must be proficient with accounting software, Excel, and Outlook.
• Power BI experience extremely nice to have.
• Must be able to understand and communicate requirements of debt and partnership agreements.
• Knowledge of generally accepted accounting principles and procedures in real estate accounting; use and application of online accounting systems; standard software applications; and standard office equipment.
• Demonstrate excellent written and verbal communication skills with Vendors, Affiliates, Stakeholders, Corporate Shareholders and Company Employees.
• Work independently and in a lead capacity as a team member; adapt to changing department needs; establish and maintain positive working relationships with internal and external clients.
• Demonstrate excellent analytical and problem solving skills. Interpret and explain complex rules, policies, and procedures.
• Must be able to work at a fast pace, perform duties while under pressure and meet deadlines in a timely manner.
• Must be able to organize own time to accomplish goals. Prioritizes appropriately in order to accomplish critical tasks first.
• Demonstrate excellent organizational skills and be detail oriented.
• Make decisions on a variety of complex matters in accordance with established procedures.