Financial/Data Analyst

WNC & Associates; Irvine (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Diversity & inclusion

Health benefits

Paid time off

401k match

Life insurance

Job summary

WNC & Associates in Irvine, CA seeks a Financial/Data Analyst for its Asset Management team. The role focuses on integrating data from third-party management portfolios, supporting budgeting, and delivering insights to optimize performance across multi-family properties.

Ideal candidate is team-oriented with MS Excel proficiency, strong communication, and the ability to multi-task in a fast-paced environment.

Qualifications

• Proficient MS Excel skills.
• Team player with a positive attitude.
• Ability to multi-task in a fast-paced environment.
• Excellent written and spoken communication.
• Professional and courteous demeanour.

Responsibilities

• Power BI: manage upload of 3rd party files to internal financial portal.
• EPIQ Build Out: collaborate with IT to update data tabs.
• Data Entry Optimization: streamline data entry processes.
• Budget Comparison: compare underwritten projections to budgets.
• Ad Hoc Analysis: generate ad hoc reports for the team.
• On Boarding New Properties: assist with due diligence and onboarding.
• Asset Management: shadow Asset Managers and support weekly calls.

Skills

MS Excel

Team collaboration

Multi-tasking

Communication skills

Professionalism

Education

Bachelors degree or equivalent

Tools

MS Excel

Job description

Brief Description

Preservation Equity Fund Advisors (PEFA) seeks a Financial/Data Analyst for its growing Asset Management team. PEFA is dedicated to preserving affordable housing through acquisition of existing apartment communities while in return, providing cash flow and appreciation to its investors. The Financial Analyst will join a collaborative group of real estate professionals while contributing to an up-and-coming venture. The ideal candidate enjoys collaborating with a team, has a positive attitude and is interested in multi-family real estate.

Overview

Brief Description

Preservation Equity Fund Advisors (PEFA) seeks a Financial/Data Analyst for its growing Asset Management team. PEFA is dedicated to preserving affordable housing through acquisition of existing apartment communities while in return, providing cash flow and appreciation to its investors. The Financial Analyst will join a collaborative group of real estate professionals while contributing to an up-and-coming venture. The ideal candidate enjoys collaborating with a team, has a positive attitude and is interested in multi-family real estate.

Position Responsibilities

• Power BI: Oversee the upload process of 3rd party management company excel files to our internal financial portal for the portfolio.
• EPIQ Build Out: work with IT department to update and build out various tabs to track and monitor data.
• Data Entry Optimization: Identify opportunities to optimize current data entry processes.
• Budget Comparison: Complete budget comparisons that compare the underwritten projections to the 3rd party management budgeted projections.
• Ad Hoc Analysis: Complete various ad hoc reports and tasks for the team.
• On Boarding New Properties: Assist with Due Diligence and Onboarding of new properties.
• Asset Management: shadow Asset Managers and assist with weekly operations calls and Asset Manager’s needs.

Requirements

Qualifications

• Strong computer skills and thorough knowledge of MS Excel
• Positive attitude and willingness to contribute to a team
• Must have the ability to multi-task and work in a fast-paced environment
• Proficient oral and written communication skills
• Professional and courteous

Education & Experience

• 4-Year College Degree obtained in relevant field of study or equivalent
• 1-2 years of previous related experience preferred, but not required

The above information is intended to describe the general nature and level of work being performed by employees assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required.

Benefits & Opportunities

• WNC is an equal opportunity employer that is committed to a diverse and inclusive workforce that considers all qualified applicants without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
• WNC offers a competitive benefits package which includes medical, dental, and vision insurance, paid time-off, 401k match, life insurance, and long-term disability.

The compensation listed represents the expected salary for this position. A candidate's work experience and other job-related factors will also be considered.

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