123 applicants
The Management Trust ยท 3 days ago
Senior Financial Analyst
Irvine, CA
Full-time
Hybrid
Senior Level
$100K/yr - $110K/yr
5+ years exp
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Maximize your interview chancesReal Estate
Insider Connection @The Management Trust
Responsibilities
Serve as a strategic partner to the Executive Team, Sr. Director of Financial Services, and Company Leadership
Provide expert decision and analytical support
Participate in high level strategic conversations related to all parts of Corporate Financial Analysis, Planning, Budgeting, and Acquisition
Streamline and improve reporting and budgeting procedures
Develop and maintain financial models for financial planning purposes
Run reports to collect information for financial planning, analysis, budgeting, and acquisition
Assist in preparing monthly and quarterly management financial presentations and assist in providing the interpretive analysis of the data
Drive the detailed development of the annual operating plan, financial forecasts, and strategic plans
Play a key role in annual budget and strategic planning processes
Support company's business overall to assess new business development efforts through modeling, research, financial analysis, pricing studies, competitive analyses, and other ad hoc projects
Assist and/or prepare department budgets and monitor actual expenses
Maintain a continuous improvement mindset and proactively identify, review, and implement process improvement
Monitor/analyze revenue and EBITDA results and make recommendations for improvements based upon monthly performance
Become an expert in the information systems and practices of The Management Trust
Be available to train staff on systems, processes, and procedures
Build strong internal, external, and cross-functional relationships
Other duties and special projects as assigned
Qualification
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Required
Bachelor's degree in accounting and professional certification (CPA, CFA, or CFM) or an advanced degree
5-8 years' experience and 3+ years related experience
Innovative thinking to work effectively cross-functionally in a matrixed environment
Strong technology skills and working knowledge/understanding of business finance platforms
Ability to work in a dynamic, fast-paced deadline environment while managing multiple tasks
Partnering with leaders to make sound recommendations based on business need
Strong MS Office skills (i.e., Excel), with comfort quickly mastering new software programs
Ability to maintain confidence, confidentially, and composure during sometimes difficult or complex situations
High degree of attention to detail and accuracy
Ultimate professionalism, interpersonal, customer service, and teamwork skills
Ability to effectively communicate and partner with internal and external partners of all levels
Real Estate Management industry experience is a big plus
Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy
Preferred
Advanced and/or specialty degrees/certifications plus leadership experience
Company
The Management Trust
The Management Trust is a real estate company that provides community management services.
501-1,000 employees
Funding
Current Stage
Late StageLeadership Team
W
William B. Sasser
President/CEO
Company data provided by crunchbase
