Financial/Data Analyst

Kids for the Future; Irvine (CA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time-off

401k match

Life insurance

Long-term disability

Job summary

WNC in Irvine, CA is seeking a Financial/Data Analyst to join the Asset Management team. You will manage Power BI data uploads, support data portal improvements, and help with due diligence and onboarding of new properties.

The ideal candidate will have a 4-year degree, 1–2 years of related experience, and strong Excel and communication skills in a fast-paced environment.

Qualifications

• Must have a 4-year college degree or equivalent.
• 1–2 years of related experience preferred but not required.
• Strong Excel skills and proficient MS Office.
• Able to multi-task in a fast-paced environment.
• Good written and spoken communication; professional demeanor.

Responsibilities

• Power BI: Oversee upload of 3rd party files to the internal financial portal.
• EPIQ Build Out: collaborate with IT to update and build data-tracking tabs.
• Data Entry Optimization: identify opportunities to streamline processes.
• Budget Comparison: compare projections to third-party budgets.
• Ad Hoc Analysis: generate various reports for the team.
• On Boarding New Properties: assist with due diligence and onboarding.
• Asset Management: support asset managers and weekly calls.

Skills

MS Excel

Team player

Multi-tasking

Communication skills

Professionalism

Education

4-year degree

1-2 years experience

Job description

• Location 17782 Sky Park Circle,Irvine, CA, 92614-6404,United States
• Base Pay $60,000.00 - $65,000.00 / Year
• Job Category Preservation Equity Fund Advisors (PEFA)
• Employee Type FT Non-Exempt
• Required Degree 4 Year Degree
• Manage Others No

Description

Overview:

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 3 rd 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 3 rd 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.

• 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.