Analyst - Corporate Accounting & Finance

Asana Partners; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Asana Partners is a retail real estate investment firm with offices nationwide and a focus on community impact. The Analyst role reports to the Director of Corporate Accounting and collaborates with the CFO and other teams to maintain EBITDA, budgeting models, and reporting for partners and executives.

This position emphasizes building efficient processes, ensuring accurate reporting, and providing insights to inform firm-level planning and decisions.

Qualifications

• Strong analytical, technical, organizational, and process design skills.
• Desire to work in a dynamic, fast-paced environment with high expectations.
• Ability to meet deadlines and work independently.
• Exudes professionalism and discretion with sensitive information.
• Basic understanding of accounting principles.
• Strong interpersonal and collaboration skills.
• Attention to detail and passion for quality.
• Interest in process improvement and documentation.
• Proficiency in leveraging AI to maximize productivity.
• Proficiency in Excel and Word.
• Financial modeling skills are a plus.

Responsibilities

• Develop and maintain corporate EBITDA, cash flow, and budgeting models, including multi-year projections and scenario analysis highlighting critical firm performance metrics.
• Prepare the annual corporate budget and perform quarterly budget-to-actual variance analysis for departments across the firm.
• Prepare quarterly reporting packages and analyses for partners and senior executives.
• Provide analytics and support for key corporate strategic areas, including budgeting, reforecasting, headcount and G&A planning, and profitability analysis.
• Build or streamline internal processes to drive operating efficiency for Corporate Accounting and Finance functions.
• Gain expertise in Yardi, Concur, and WDesk.

Skills

Analytical thinking

Excel

Financial modeling

Attention to detail

Team collaboration

AI productivity

Tools

Yardi

Concur

WDesk

Job description

Description

Asana Partners is a retail real estate investment firm creating value in vibrant neighborhoods by leveraging vertically integrated capabilities and retail expertise. With more than $9 billion of neighborhood assets under management, the firm is active in growth markets throughout the United States and is driven to make a positive impact within communities.

Our distinctive company culture is the key to our success. We recruit high-performing, ambitious individuals who are entrepreneurial and eager to maximize their potential in a team environment. We value relationship building – both internally and externally – and view it as the foundation for creating value for our neighborhoods and generating strong results for our investors. Asana Partners is known for our proven, strategic approach; our sophisticated, collaborative team; and our high-quality portfolio. With offices in Charlotte, Atlanta, Boston, Columbia, Denver, Los Angeles, and New York, we were founded to be a firm that would provide career-long opportunities for our people and a long-term partner for our investors.

For additional information, visit www.asanapartners.com or follow @asanapartners.

The Analyst is an important position on the Asana Partners team that reports to the Director of Corporate Accounting and works closely with the Chief Financial Officer, Partners and Corporate Accounting and Finance teams. In addition to core corporate accounting responsibilities, the Analyst will maintain the firm’s corporate EBITDA and budgeting models as well as prepare analysis and reporting for the firm’s partners and senior executives. The Analyst will also work directly with the Treasury, Accounts Payable, Financial Reporting, Investment Accounting and Human Resources teams. This is an opportunity to add value to the firm by ensuring there are efficient processes in place, maintaining the highest levels of reporting accuracy, and providing insight that informs firm-level planning and decision making. Duties include:

• Develop and maintain sophisticated corporate EBITDA, cash flow, and budgeting models, including multi-year projections and scenario analysis highlighting critical firm performance metrics
• Prepare the annual corporate budget and perform quarterly budget to actuals variance analysis and reporting for departments across the firm
• Prepare quarterly reporting packages and analysis for partners and senior executives
• Provide analytics, research, and support for key corporate strategic areas, including business analytics, budgeting and reforecasting, headcount and G&A planning, and firm-level profitability analysis
• Build or streamline internal processes to drive operating efficiency for the Corporate Accounting and Finance functions
• Gain expertise in a variety of technical platforms, including Yardi, Concur, and WDesk
• Review and code monthly expense report transactions within Concur to ensure compliance requirements are met
• Process all approved monthly expense report transactions within Excel macro workbook to apply expense caps and prepare entries to record related expenses across all entities
• Prepare, process and record invoices and cash receipts for various fees and reimbursements across all entities
• Prepare cost allocations among entities
• Prepare monthly bank reconciliations and balance sheet reconciliation workbooks
• Record journal entries to facilitate successful month end close across all corporate level entities

Requirements

• Strong analytical, technology, organizational, and process design skills
• Desire to work in a dynamic, fast-paced, exciting environment with high expectations
• Ability to meet and manage critical deadlines and to work independently
• Exudes professionalism and practices discretion with sensitive, confidential information
• Basic understanding of accounting principles
• Strong interpersonal and collaboration skills
• Acute attention to detail and passion for quality
• Interested in process improvement and documentation
• Proficiency in leveraging AI to maximize productivity
• Proficiency in Excel and Word
• Financial modeling skills, with the ability to build and maintain complex models is a plus