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Financial Analyst

WNC & Associates, Inc.

Financial Analyst

Irvine, CA
Full Time
Paid
  • Responsibilities

    Job Description

    POSITION RESPONSIBILITIES:

    • Work closely with regional Asset Managers;
    • Review for completeness, and input or make adjustments to 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;
    • 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;
    • Track and collect insurance certificates and confirmation of real estate tax payments for regional portfolio;
    • Ad hoc requests and analyses from Asset Managers and other department staff; and
    • Certain administrative duties.

     

    REQUIREMENTS:

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

    Willing to accept fully remote employees.

    Company Description

    WNC & Associates, Inc., was founded in 1971 when most people had never heard of affordable housing. At that time, few saw the opportunities in this emerging industry. That year we closed our first investment in affordable housing, becoming one of the first in the country to do so. Today, with more than $7 billon of real estate assets acquired including over 1,225 properties in 45 states, we don't just say we are an "industry leader" and a "long-term partner," we've proven it for over four decades.