Financial Reporting Analyst
San Diego, CA
A publicly traded CRE company is looking for an experienced, detail-oriented Financial Reporting Analyst to join their team. This key individual will be responsible for assisting with financial reporting and general accounting tasks which include review of monthly financials, reconciliations, and other projects as needed. This role will be dynamic in nature and special projects will focus on improving overall efficiency and process improvement within the department and company.
Responsibilites
- Assist with the company’s financial planning process including the annual budget process, quarterly reforecast and long range forecasts and cash analysis.
- Update estimated fair market valuation for our commercial properties using Argus software.
- Presenting the annual and quarterly forecast to the CFO and Controllers
- Preparing and updating quarterly presentations that accompany the 10-Qs and 10-Ks.
- Prepare and maintain initial draft SEC reports for 10-Ks, 10-Qs and 8-Ks.
- Managing the debt covenant compliance responsibilities / lender reporting within the company.
- Monitor property-level cash needs, including loan draws and capital calls and facilitate between Accounting and Finance Departments.
- Responsible for assigned project-level internal and external ad-hoc reporting deliverables on a monthly, quarterly, or annual basis (municipality taxes, cash flow analysis, financings, compliance, etc.) ensuring all deliverables are accurate, timely, and within company policy.
- Developing and monitoring the key performance indicators, highlighting trends and analyzing causes of unexpected variance.
- Performing economic and industry analyses to identify and recommend response strategies to trends impacting the business.
- Assist with the Internal Control documentation and work with “Internal Audit” department for quarterly testing.
Requirements
- Three (3) to Five (5) years of progressive financial accounting and reporting experience.
- Bachelor’s degree required, and a CPA a plus.
- Prior SEC financial reporting preparation and filing experience.
- Knowledge and experience with Yardi Voyager (or equivalent mid- to large- tier ERP System);
- Knowledge and experience with ARGUS commercial real estate software a plus.
- Prior work experience with Big Four accounting firm (or other nationally recognized firm) a plus.
- Extensive working knowledge of Generally Accepted Accounting Principles (GAAP).
- Understanding of policy and procedure implementation and internal control documentation.
- Real estate accounting experience preferred.
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