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Financial Analyst I (Fresno Regional Office)

Winncompanies

The Role

Overview

Analyze financial data, budgets, reports for a multifamily housing portfolio.

Key Responsibilities

  • accounting monitoring
  • replacement reserve
  • financial planning
  • data management
  • variance monitoring
  • financial reporting

Tasks

-Monitor all accounting functions: accounts receivable, accounts payable, general ledger review, and rent roll management. -Review, track, and support replacement reserve activity. -Assist with financial and operational planning, budgeting, reforecasting, data management, analysis, and reporting. Ensure all internal and external financial reporting requirements and deadlines are met. -Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis, and recommendations on key strategies and initiatives. -Identify notable issues and orchestrate resolutions with team members. -Identify and improve financial status of properties by comparing and analyzing actual results with plans and forecasts under the direction of Financial Analyst II/Senior Financial Analyst. -Monitor variances, identify trends, communicate important findings, and recommend actions to management. -Complete ad-hoc assignments as needed by the executive team.

Requirements

  • excel
  • finance degree
  • driver's license
  • customer service
  • 1 year
  • analysis

What You Bring

-Full working knowledge of financial concepts, practices, procedures, and policies with the ability to use them in varied situations. -Advanced level skills in Microsoft Office, particularly Excel. -A current driver's license in good standing and ability to meet the driving records standards outlined in the Company Safe Vehicular Operations Policy. -Bachelor's degree in finance or accounting. -Ability to communicate clearly and effectively in writing with internal and external customers. -Ability to adapt successfully to changing situations and environments. -Bachelor's degree. -Excellent customer service skills. -Minimum of 1 year of relevant work experience. -Ability to produce complex documents, perform analysis, and maintain databases. -1-3 years of experience in finance.

Benefits

-Employee Corporate Discount Programs (Verizon Wireless, Home Depot Pro, Staples, and more!) -Generous time off policies (including 11 paid holidays (12 for MA employees); Generous Accrued Time Off increasing with years of service; Generous paid sick time; Annual day of service; Floating Holiday) -Flexible and/or Hybrid schedules are available for certain roles -Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account options with HSA annual employer contribution -Long Term Disability and voluntary Short Term Disability; Basic Term Life Insurance and AD&D; optional supplemental life insurance -Health Expense Reimbursement program (including gym memberships, equipment, and subscriptions) -Tuition Reimbursement program and continuous training and development opportunities -Wellbeing program (group challenges, seminars, opportunities to earn points to reduce medical premiums), Employee Assistance Program, & Commuter and Parking Reimbursement options -Employee Relief Program supporting employees with unexpected hardships that place undue financial stress on them and their families -Various Comprehensive Medical, Dental, & Vision plan options -401(k) plan options with a company match

The Company

About Winncompanies

-Began as a vision to turn housing into vibrant communities. -Operates across 27 states plus D.C. and Puerto Rico. -Handles a diverse portfolio including affordable, mixed-income, market-rate, and military housing. -Projects integrate residential units with commercial spaces to create lively, mixed-use neighborhoods. -Expanded through three business arms: development, residential management, and military housing services. -Known for award-winning projects that revitalize neighborhoods with energy-efficiency upgrades. -Combines large-scale property management with hands-on community engagement programs.

Sector Specialisms

Residential

Affordable Housing

Military Housing

Multifamily

Luxury Housing

Mixed-Use

Commercial

Retail

Urban High-Rise

Waterfront Luxury

Historic Rehabs

Urban In-Fills

Transit-Based

Garden Style

Security Clearance

-criminal, employment verification, reference checks, credit history, and drug testing required. -checks are needed due to handling rental applications, payments, unit inspections, and financial data. -applicants with arrest or conviction records considered per la county fair chance ordinance and california fair chance act.