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Financial Analyst FP&A

ALIGN Executive Search

Financial Analyst FP&A

Costa Mesa, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Position Summary

    The Financial Analyst is responsible for performing activities that support Strategic Planning and Financial Analyst Department objectives, performance drivers and strategic initiatives. The Financial Analyst is responsible for analyzing the merits and/or risks of a particular investment. Utilizes sophisticated analytical software. May be involved in database management, trends analysis and the preparation of new business presentations. May focus on a specific area (e.g., development, acquisitions/underwriting, investment management, transactions, or corporate strategies)

    Essential Job Functions

    1. Assist in the preparation of the monthly financial and operating reporting package, including variance analysis (actual to actual, actual to budge, actual to forecast).
    2. Prepare and analyze operating metrics reports on a monthly basis including sales, occupancy, leasing activity reports.
    3. Review public financial reports to evaluate the business and benchmark against public peers.
    4. Collaborate with leasing and property management teams to create budgets and long-term forecast.
    5. Perform portfolio level analysis of budget/forecast data to identify trends, issues, and updates to model assumptions.
    6. Drive special projects throughout the company including applicable company-wide IT, budgeting/forecasting and analytics initiatives.
    7. Identify and implement process improvements to increase efficiency and accuracy of information reported to management
    8. Understand the information needs of various functionsr and identify the best way to meet those needs
    9. Ad hoc analysis of financial results
    10. Other duties as may be assigned.

     

    Financial Responsibilities The employee in this position adheres to budget set by the Finance Director. The employee in this position has indirect purchasing authority approved prior to purchase by Finance Director. This employee in this position does not have contract authority.

    Company Description

    We value our team members and offer a very competitive salary with an excellent benefits package which includes the following: 401(k) plan with generous company match Flexible spending account Health, vision, dental, life, and disability insurance options Paid continuing professional education Paid holidays Vacation, sick, and personal time off Wellness program Work-life balance