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: $80,000-$85,000 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.