Finance Analyst (Part-time)

LeSar Holdings Inc.; San Diego (CA); Remote; Part time

Job summary

LeSar Holdings Inc. is seeking a Finance Analyst to manage financial transactions and ensure compliance across a portfolio of companies. The role requires strong analytical skills, experience in fiduciary accounting, and advanced proficiency in Excel and accounting software. This position offers remote work opportunities with occasional travel, ideal for candidates residing in California.

Qualifications

• 5+ years of experience as an accounting analyst, bookkeeper, staff accountant, or similar role.
• Proven skills in accounting, including debits, credits, and GAAP.
• Advanced Excel skills required.

Responsibilities

• Provide comprehensive financial analysis, planning, and reporting support.
• Manage trust assets and accounts, maintain accurate records, and prepare detailed financial reports.
• Conduct investigations to identify discrepancies and support risk mitigation.

Skills

Attention to detail

Critical thinking

Effective communication

Analytical thinking

Problem-solving

Education

Associate’s or Bachelor’s degree in accounting, finance, economics, or related field

Tools

Microsoft Office Suite

QuickBooks

Xero

Sage

Adobe

Bill.com

Harvest

Click-up

Job description

Description

LeSar Holdings is part of a rapidly growing portfolio of social innovation consulting firms dedicated to ending the housing affordability and homelessness crises in California and beyond. We assist clients in creating healthy, sustainable, and vibrant communities through innovative solutions in housing, homelessness, resiliency, and community and economic development. Our clients include public agencies, nonprofits, real estate developers, foundations, utilities, business associations, and other stakeholders. Founded in 2005, we employ seasoned experts skilled in addressing complex public policy and planning issues in collaborative settings.

EEO

Employer participates in E-Verify.

Position Purpose

The Finance Analyst is responsible for collecting, analyzing, and interpreting financial data across a portfolio of companies. This role involves managing all financial transactions for fiduciary contracts, including forensic accounting, reconciliation, audit preparedness, and financial reporting to ensure the company's financial health and regulatory compliance.

How You Impact Success

1. Financial Analysis: Provide comprehensive financial analysis, planning, and reporting support, including modeling, budgeting, forecasting, and performance evaluation to guide strategic decisions and improve financial processes.
2. Fiduciary Accounting: Manage trust assets and accounts, maintain accurate records, ensure legal compliance, and prepare detailed financial reports for stakeholders.
3. Forensic Accounting: Conduct investigations to identify discrepancies, detect fraud, reconstruct records, and support risk mitigation in collaboration with audit, compliance, and legal teams.

Requirements

Qualifications

• High school diploma or equivalent required.
• Associate’s or Bachelor’s degree in accounting, finance, economics, or related field preferred.
• 5+ years of experience as an accounting analyst, bookkeeper, staff accountant, or similar role.
• Proven skills in accounting, including debits, credits, and GAAP.
• Proficiency with Microsoft Office Suite and accounting software (e.g., QuickBooks, Xero, Sage).
• Advanced Excel skills required.
• Proficiency in Adobe, Bill.com, Harvest, and Click-up is highly desired.
• CA residency is required.

Competencies

• Attention to detail, time management, critical thinking, discretion, initiative, effective communication, digital literacy, analytical thinking, relationship management, collaboration, emotional intelligence, problem-solving, adaptability, reliability, and flexibility.

Working Hours and Location

Standard hours Monday-Friday, primarily remote, with occasional travel. Candidates must be California residents.

Travel Requirements

Up to 5% local and domestic travel.

Compensation

Base pay: $36/hour, approximately 20 hours/week.