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WinnCompanies · 1 month ago

Financial Analyst I (Fresno Regional Office)

Fresno, CA

Full-time

Onsite

Entry Level

$25/hr - $28/hr

1+ years exp

WinnCompanies is looking for a motivated and detail-oriented Financial Analyst I to join their team in the Fresno Regional Office. In this role, you will be responsible for data collection and reporting for multi-family housing entities, assisting with budget preparation, and completing special projects as required by management.

Financial ServicesProperty DevelopmentProperty ManagementReal Estate

Responsibilities

Assist with financial and operational planning, budgeting, reforecasting, data management, analysis, and reporting. Ensure all internal and external financial reporting requirements and deadlines are met

Monitor all accounting functions: accounts receivable, accounts payable, general ledger review, and rent roll management

Review, track, and support replacement reserve activity

Identify and improve the financial status of properties by comparing and analyzing actual results with plans and forecasts under the direction of the Financial Analyst II/Senior Financial Analyst

Monitor variances, identify trends, communicate important findings, and recommend actions to management

Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis, and recommendations on key strategies and initiatives

Identify notable issues and orchestrate resolutions with team members

Complete ad-hoc assignments as needed by the executive team

Qualification

Financial analysisBudget preparationMS Office proficiencyData managementPublic speakingCustomer serviceProblem solvingCommunication skills

Required

Bachelor's degree in Finance or Accounting

Minimum of 1 to 3 years' experience in Finance or Accounting

Advanced level skills in MS Office that includes Outlook, Word, Excel, PowerPoint or Access and other web-based applications

Produce complex documents, perform analysis and maintain databases

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

Full working knowledge of standard concepts, practices, procedures, and policies with the ability to use them in varied situations

Flexibility to adapt and respond to various work changes and use independent judgment and manage priorities

Provide a high level of customer service to internal and external customers in a professional, service oriented, respectful manner using skills in active listening and problem solving

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

Bachelor's degree in finance or accounting

1-3 years of experience in finance

Benefits

Generous time off policies (including 11 paid holidays (12 for MA employees); Generous Accrued Time Off increasing with years of service; Generous paid sick time; Annual day of service; Floating Holiday)

401(k) plan options with a company match

Various Comprehensive Medical, Dental, & Vision plan options

Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account options with HSA annual employer contribution

Long Term Disability and voluntary Short Term Disability; Basic Term Life Insurance and AD&D; optional supplemental life insurance

Health Expense Reimbursement program (including gym memberships, equipment, and subscriptions)

Tuition Reimbursement program and continuous training and development opportunities

Wellbeing program (group challenges, seminars, opportunities to earn points to reduce medical premiums), Employee Assistance Program, & Commuter and Parking Reimbursement options

Employee Corporate Discount Programs (Verizon Wireless, Home Depot Pro, Staples, and more!)

Flexible and/or Hybrid schedules are available for certain roles

Employee Relief Program supporting employees with unexpected hardships that place undue financial stress on them and their families