Job Openings in Sacramento County and Beyond

Financial Analyst


Posted: 06/17/2024 Employment Type: DirectHire Industry: None Job Number: 1683027

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: $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.


  • 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.


  • 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. 

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