Financial Data Analyst I – Financial Reporting Team

Purpose And Job Summary

The Investment Management Resource Team is seeking qualified candidates for a Financial Reporting Analyst position.

Essential Duties And Responsibilities

• Review monthly, quarterly, and annual property financial statements
• Performing quality checks on all of the financial input.
• Training new assets managers and analysts on the financial mapping
• Training and monitoring temporary financial input workers on a quarterly basis.
• Working with the Acquisitions Team to input newly acquired deals into the Asset Management system and present the Development Risk Team with an analysis of the deal.
• Assisting Capital Transactions with the review of Loan Documents and identification of key debt restrictions.
• Assisting and managing Asset Management in the annual property cash analysis.
• Review and process checks received for Asset Management Fees and Surplus cash distributions for all properties.
• Manage the Debt Summary screen in our Asset Management system, PRISM.
• Review and track debt documents received.
• Review Team Business processes to identify and resolve inefficiencies, improve workflow and update relevant documentation.
• Develop, enhance, and implement the various systems used by the IM-Resource Team. Ensure team equipment is in good working order by completing preventive maintenance requirements and evaluating new equipment and techniques. I.e., how AI can help with financial input.
  
  

Education, Skills And Experience

• Bachelor’s Degree in Business or Finance
• A minimum of 1– 2 years financial experience
• Strong Analytical Skills
• Knowledge of financial statements and reporting
• Strong Computer Skills, specifically with MS Office
• Ability to work in fast-paced work environment while managing conflicting priorities
• Excellent verbal, written and interpersonal skills
• Ability to thrive in a collaborative, team-based environment-pitching in wherever needed to achieve team and business objectives
• Must be able to take initiative in identifying and resolving inefficiencies and issues
  
  

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

Boston Financial Investment Management, LP and its parent company, ORIX USA, is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Company: Boston Financial