What are the responsibilities and job description for the Financial Analyst Real Estate Investment Firm position at Investment Property Group?
Who Are We?
Investment Property Group is a dynamic private real estate investment and management firm headquartered in Park City, Utah, with additional offices in California, Minnesota, and Oregon. We own and operate a diverse portfolio of Multifamily, Manufactured Home, and RV communities nationwide, continuously expanding our portfolio through strategic acquisitions, renovations, and superior management practices.
At Investment Property Group, integrity is at the core of everything we do. We pride ourselves on honesty, transparency, and accountability – celebrating successes and learning from our challenges. We are committed to supporting our team members through exceptional employee engagement, professional development, and a culture rooted in integrity and accountability. Join our team and help lead our HR strategy as we set new benchmarks in the industry, ensuring that our people thrive, and our communities remain places our residents are proud to call home.
What’s in it for you?
- $90,000 annually
- Medical, Dental, Vision, 401K, Life Insurance, 4 Weeks PTO, Health Savings Account, Referral Program
- Schedule: Monday – Friday; Hybrid Schedule with 3 days in-office and 2 days remote per week
- Awesome Company Culture!
Position Summary:
We are seeking a dedicated Financial Analyst to join our real estate investment team at our office located in Irvine, CA. This position works closely with leadership to establish tools, data sets, and standard reports to support department needs. The candidate must have the ability to logically think through an issue and create a new or enhance an existing process. The successful candidate is an innovative thinker who can be presented with a small idea or problem and turn it into actionable solution.
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
Qualifications:
- 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
Skills/Software:
- Advanced computer skills (VBA, SQL)
- Internet research
- Microsoft Word and Excel
Check out our Company and Community reviews!
https://www.ipgliving.com/careers
https://www.ipgliving.com/resident-testimonials
If you are interested in having quick chat about this position, click apply now and we will reach out to you shortly!
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Business, or related field.
- 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
- Medical, Dental, Vision, 401K, Life Insurance, 4 Weeks PTO, Health Savings Account, Referral Program
- Awesome Company Culture!
Salary : $90,000
