Demo

Asset Management Financial Analyst

WNC Inc
Irvine, CA Full Time
POSTED ON 12/23/2024
AVAILABLE BEFORE 2/21/2025

Title:                           Financial Analyst

Department:            Asset Management

FLSA Status:              Non-Exempt

Reports to:               Manager

Supervises:               N/A



Responsibilities:

 

  • Work closely with regional Asset Managers.
  • Review for completeness, and input or adjust property level financials and occupancy information into proprietary database, quarterly & monthly financial reports from management companies.
  • Review year-end audited financials.
  • Review annual budgets.
  • Preparation for invoicing annual lower-tier partnership Asset Management Fees.
  • Perform monthly and/or quarterly financial variance analyses – budget and prior year.
  • Gather documentation to prepare for and process capital contributions as outlined in the respective partnership agreements.
  • Oversee tracking of property real estate tax payments for portfolio.
  • Ad hoc requests and analyses from Asset Managers and other department staff.
  • Certain administrative duties.

 

Qualifications:

 

  • Knowledge of financial statements: income statement, balance sheet, and trial balance.
  • Real estate finance and accounting knowledge a plus.
  • Excel, Word, and Outlook knowledge and experience.
  • Ability to prioritize and multi-task.
  • Ability to work well within a group setting.
  • Must be a self-starter and willing to take on new responsibilities.

 

Education & Experience:

 

  • Bachelor’s degree in a business-related field or relevant experience will be considered.


The above information is intended to describe the general nature and level of work being performed by employees assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. 

 

Benefits & Opportunities:

 

  • WNC is an equal opportunity employer that is committed to a diverse and inclusive workforce that considers all qualified applicants without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
  • WNC offers a competitive benefits package which includes medical, dental, and vision insurance, paid time-off, 401k match, life insurance, and long-term disability.

 

The compensation listed represents the expected salary for this position. A candidate's work experience and other job-related factors will also be considered.

Salary : $60,000 - $70,000

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