Financial Analyst

Summary

Join Investment Property Group's real estate investment team in Irvine, CA, as a Financial Analyst. This role involves designing and delivering financial reports, analyzing financial results, supporting leadership with in-depth analysis, assisting with budgeting, and developing key performance metrics. You will utilize advanced analytical skills to identify trends, recommend actions, and improve data collection processes. The position requires a Bachelor's degree in a related field and 1-3 years of relevant experience. Investment Property Group offers a competitive salary, comprehensive benefits, and a 100% remote work schedule.

Requirements

• Demonstrate a high level of attention to detail
• Demonstrate intellectual curiosity and highly analytical
• Desire to utilize analytical skills in order to use the data to tell a story
• Demonstrated problem solving and decision-making skills
• Demonstrated strategic and creative thinking ability
• Proven team player with the ability to guide and influence cross-functional teams
• Ability to effectively organize and prioritize multiple tasks
• Excellent communication skills both written and verbal
• Advanced computer skills (VBA, SQL)
• Internet research
• Microsoft Word and Excel
• Bachelor’s degree in Finance, Economics, Accounting, Business, or related field

Responsibilities

• Design, create and deliver timely and accurate standard periodic reporting and ad-hoc reporting on various operational and financial metrics, providing analysis and interpretation as required
• Assist with the preparation and review of monthly and quarterly operational and financial reporting packages
• Analyze current and historical financial results, perform variance analysis of key metrics, identify trends, and recommend actions
• Support senior leadership team and department leaders with in-depth analysis
• Assist with the preparation of the annual operating budget
• Prepare, analyze, and distribute budget vs. actual results
• Develop and track key operational and financial performance metrics against the company’s strategic objectives
• Assist in the revenue and cost analysis process; provide trends and forecasts; explain variances; and recommend actions
• Assist in various efforts to improve the efficiency surrounding the data collection and reporting by developing automated processes and applications
• Participate on special projects and perform other tasks as assigned
• Cross-trained in duties as assigned

Preferred Qualifications

• 1-3 years of experience as a financial analyst for affordable housing, asset management, financial analysis, or related field is preferred
• Exposure to financial reporting, budgeting, or forecasting
• Knowledge of Yardi and Real Estate industry and terminology is preferred

Benefits

• $90,000 annually
• Medical, Dental, Vision, 401K, Life Insurance, 4 Weeks PTO , Health Savings Account, Referral Program
• Schedule: Monday – Friday; 100% remote position
• Awesome Company Culture!