COR Senior Financial Analyst (Fresno Regional Operations)
Required skills
- Outlook
- Word
- Excel
- PowerPoint
- Access
- web-based applications
- facilitating presentations
- team leader
- improving workflows
- multiple functional areas
Nice to have
- solid understanding of Accounting
- Public Accounting experience
Role summary
WinnCompanies is seeking a Senior Financial Analyst for its Fresno Regional Office. This role involves overseeing monthly financial reporting for multi-family housing entities, preparing annual budgets, conducting strategic and risk analyses, and managing special projects. The position requires strong analytical skills, proficiency in MS Office, and the ability to communicate effectively with internal and external stakeholders. The Senior Financial Analyst will also be responsible for monitoring accounting functions, ensuring data integrity, and potentially leading a team of Financial Analysts, including training and setting reporting standards. A Bachelor's degree in Finance or Accounting and 1-3 years of experience in real estate finance/accounting with supervisory experience are required.
At WinnCompanies, our work starts with people — the residents who call our communities home, the neighborhoods we help strengthen, and the 4,600+ team members across 30 states, Washington, D.C., and Puerto Rico who make it all possible. As an award-winning owner, developer, and manager of high-impact, mixed-income apartment communities, we are proud to be one of the nation’s leading managers of multifamily housing and one of the largest operators of affordable housing communities.
We bring together people who care about quality housing, meaningful service, and making a difference every day. Through our innovative resident services platform and commitment to exceptional communities, we offer career opportunities for individuals who want their work to create lasting impact.
Interested in learning more? Visit WinnCompanies to explore our benefits, mission, communities, and career opportunities.
WinnCompanies is looking for an agile and detail oriented Senior Financial Analyst to join our growing team in our Fresno Regional Office.
In this role, you will be responsible for the oversight of monthly financial preparation and reporting of a portfolio of multi-family housing entities, preparation of annual budgets, strategic and risk analyses and other special projects as required by the management company and asset owners. The position may have oversight of a team of Financial Analysts and will be able to set priorities for themselves and their team independently of his/her supervisor.
Please note that the salary range for this position is $85,000 to $97,500 annually. Final salary will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. There is no relocation assistance for this position.
Responsibilities
- Support financial and operational planning, budgeting, re-forecasting, data management, analysis and reporting, ensuring all internal and external financial reporting requirements and deadlines are met.
- Identify and improve financial status of properties by comparing and analyzing actual results with plans and forecasts, monitoring variances, identifying trends, communicating important findings swiftly and recommending actions to management.
- Monitor all Accounting functions: AR, AP, General Ledger review, Rent Roll management. Review, track and support replacement reserve activity.
- Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis on key strategies and initiatives. Identify notable issues and orchestrate resolutions with team members.
- Participate in executive level and client meetings, communicating key findings of analyses and recommendations.
- Complete Ad/Hoc assignments as needed by the Vice Presidents or other senior leadership including new business development needs.
- Able to set priorities and manage a team. May train, supervise and mentor Financial Analyst I/II. May initiate setting standard and consistent reporting practices and procedures to be followed by all Financial Analysts.
- Train site and corporate level associates as needed on financial related topics.
Requirements
- Bachelor’s degree in Finance or Accounting
- Minimum of 1 to 3 years’ experience in Finance or Accounting in real estate, facilities or property management
- Minimum of 1 to 3 years’ supervisory experience leading a team of Financial Analysts
- Advanced level skills in MS Office that includes Outlook, Word, Excel, PowerPoint or Access and other web-based applications
- Lead operational initiatives to meet or exceed customer service standards and expectations in area(s) of responsibility and/or across multiple areas in a timely and respectful manner.
- Ability to communicate clearly and effectively, verbally and in writing, with internal and external customers. Must be comfortable with public speaking and facilitating presentations to management and leadership.
- Act as a team leader for small projects or work groups, creating a collaborative and respectful team environment and improving workflows. Results may impact the operations of one or more departments.
- Demonstrate broad and comprehensive knowledge of theories, concepts, practices and policies with the ability to use in complex and/or unprecedented situations across multiple functional areas
- Flexibility to adapt and respond to various work changes and use independent judgment and manage priorities.
- A current driver's license in good standing and ability to meet the driving records standards outlined in the Company Safe Vehicular Operations Policy.
Preferred Qualifications
- A minimum of 3 years’ industry related financial experience
- A solid understanding of Accounting, Public Accounting experience preferred
- Experience in Real Page or similar property management systems
Benefits & Perks
Eligible full-time U.S. employees enjoy a competitive benefits package, including:
- Generous paid time off, paid holidays, sick time, a floating holiday, and a day of service
- Medical, dental, and vision coverage, plus HSA, FSA, and dependent care savings options
- 401(k) with company match and company-paid life, AD&D, and long-term disability insurance
- Tuition reimbursement, professional development opportunities, and career growth resources
- Wellness programs, employee assistance resources, commuter benefits, and employee discount programs
- Flexible work options for eligible positions
Learn more about our benefits at https://www.winnbenefits.com.
If you are a California Resident, please see our Notice of Collection here.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Salary will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Internal candidates, please apply here: Internal Careers Hub
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