Financial Analyst

Timothy Jon & Associates; Milwaukee (WI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Company paid medical plan

401(k) with company match

Company provided life and disability insurance

Job summary

A leading commercial real estate firm in Milwaukee is seeking a detail-oriented Financial Analyst. This role involves monitoring and analyzing utility costs, preparing reconciliations, and implementing standard processes. The ideal candidate will have a bachelor’s degree in Accounting or Finance, at least 2 years of relevant experience, and strong analytical skills. Join a dynamic environment offering competitive compensation and benefits.

Qualifications

• At least 2 years of experience in finance or accounting.
• Ability to thrive in a fast-paced environment, demonstrating a strong work ethic.
• Capable of working both independently and as part of a team.

Responsibilities

• Monitor and analyze seasonal cost trends and utility usage.
• Develop a standardized process for utility bill-backs.
• Prepare monthly reconciliations and allocate tenant charges.
• Drive continuous process improvement through automation initiatives.
• Conduct industry trend analysis to recommend strategies.

Skills

Finance

Accounting

MS365 Office Suite

Excel

Communication

Process Innovation

Analytical Skills

Organizational Skills

Education

Bachelor’s degree in Accounting or Finance

Tools

YARDI software

Job description

Company Overview

As one of the region's leading commercial real estate firms, our client has been experiencing unprecedented growth and they are looking to add to their team. This mid-sized company delivers to their clients in way that exceeds expectations.

This nationwide developer offers a vibrant work culture where they carefully select their team members based on skills, integrity and a passion for their business. Exceptional company culture that fosters innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools vital to achieving a successful and meaningful career. This client offers Industry-leading compensation and benefits packages including premiere company paid medical plan, 401(k) with company match and company provided life and disability insurance.

This client is seeking a dedicated and detail-oriented Financial Analyst to join their dynamic team. In this role, you will be instrumental in overseeing utility usage across their U.S. portfolio and ensuring accurate cost recovery from tenants.

Key Responsibilities

• Monitor and analyze seasonal cost trends, tenant utility usage, and recapture rates, providing regular reports.
• Develop and implement a standardized process for utility bill-backs.
• Prepare monthly reconciliations and allocate tenant charges for utility bill-backs.
• Drive continuous process improvement through re-design and automation initiatives.
• Conduct industry and location-specific trend analysis to recommend strategies for enhancing profitability.
• Perform ad hoc financial analysis and reporting as needed.
• Assist with audits and other special projects as required.

Qualifications

• At least 2 years of experience in finance or accounting.
• Bachelor’s degree in Accounting or Finance is required.
• Experience with YARDI software is a plus.
• Proficiency in MS365 Office Suite, with strong Excel skills.
• Excellent communication skills.
• Proactive attitude with a passion for driving process innovation.
• Advanced analytical and problem-solving capabilities.
• Exceptional organizational skills with keen attention to detail.
• Ability to thrive in a fast-paced environment, demonstrating a strong work ethic.
• Capable of working both independently and as part of a team.