Financial Analyst

at  FirstService Residential

JOB OVERVIEW:

The position of Financial Analyst is a key position within a dynamic team serving one of the premier Master Planned housing communities in the nation. The right candidate will be an independent self-starter and will be curious and able to perform research to find creative solutions to complex challenges. Under the direction of the Trilogy at La Quinta Maintenance Association (“TLQMA“) GENERAL MANAGER, this position is responsible for the financial aspects of TLQMA as outlined in the essential duties and responsibilities.
Compensation: 80,000.00-92,000.00/year
FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client’s property, the salary or wage will also be premised upon the client’s directive. The base pay range is subject to change and may be modified in the future.

SKILLS & QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Modern office procedures, methods, and equipment including computer software programs
• Knowledge of pertinent federal, state and local codes, laws, and regulations.
• Talking and hearing occur continuously in this position in the process of communicating with guests, associates, supervisors, vendors, and our clients.
• Must be able to handle pressure and deadlines related to the job.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Must be able to work well under pressure and deadlines, as well as work independently and prioritize time effectively. Must have ability to make decisions and solve problems creatively.
• Must work effectively with co-workers, customers and others by sharing ideas in a constructive and positive manner; listening to and objectively considering ideas and suggestions from others; keeping commitments; keeping others informed of work progress, timetables and issues; addressing problems and issues constructively to find mutually acceptable and practical business solutions; addressing others by name, title or other respectful identifier, and; respecting the diversity of the operations workforce in actions, words and deeds.
• Use of good business judgment, possess critical thinking skills and business “savvy”, able to make decisions and work independently.
• Must be a creative problem solver.
• Proficient in English.

EDUCATION & EXPERIENCE:

• Bachelor’s degree in Finance or Accounting: minimum 4 years of related experience and/or training. Work experience in the financial services industry highly desirable. MBA or CPA preferred
• Advanced Excel skills, including development of complex macros, formulas, charts, and graphs. Proficient in Word.
• Strong communication skills, both written and verbal
• Ability to work independently and as a member of the team

PHYSICAL REQUIREMENTS & WORKING ENVIRONMENT:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be able to lift 25lbs.
• Must be able to sit for extended periods of time.
• Must have finger dexterity for typing/using a keyboard.
• Must be mobile enough to move around within the office and throughout the venue.
• The vision requirements include ability to adjust focus; depth perception, peripheral vision, color vision, close and distance vision.
• There are times when employees may be required to work hours outside of, or in addition to the scheduled working hours based on events and business needs. Supervisors schedule according to the needs of the client and provide as much notice as possible whenever there is a requirement to reschedule. FirstService Residential considers schedule preferences however business needs may require necessary schedule changes.
• Consistent and regular attendance required.
• The work environment characteristics are normal office conditions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER:

The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.
FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws. All offers of employment with FirstService Residential are contingent upon a satisfactory background check

JOB RESPONSIBILITIES:

Under the direction of the GENERAL MANAGER, the Financial Analyst is responsible for many financial aspects that include the following. Other duties may be assigned as needed.

• Collect, analyze and interpret financial data and information to determine trends to present and guide the General Manager and Board of Directors in the development and monitoring of the budget, both expenditures and revenue to include variance and bad debt analysis.
• Analyze financial information to evaluate present and future financial performance, identify trends and recommend related adjustments to the budget and multiyear forecast.
• Financial modeling to evaluate various expense and assessment assumptions.
• Contribute information to strategic financial planning, resolving problems, and identifying system improvements.
• Prepare reports including, but not limited to, Income and Expense portion of Quarterly Report, Annual Year-to-Date Expenses Projections and Monthly Variance Report.
• Interface with FirstService Residential Corporate Accounting department to secure and prepare reports for use in analysis of forecasts and business performance.
• Work with the TLQMA Team, Corporate Team, and the Financial Advisory Committee to coordinate and prepare annual TLQMA’s budget.
• Responsible to ensure that budget package is mailed to the homeowner members in compliance with Civil Code.
• Reviews and analyzes financial statements from Corporate Accounting to ensure journal entries, general ledger, and account payable and receivable are accurate.
• Manages month end close processes.
• Analyzes accounts and proposes journal entries.
• Prepare monthly Key Performance Indicator Reports (KPI) that provide the Community with an informed snapshot of TLQMA’s financial performance at a given moment in time.
• Support cost control initiatives and reporting.
• Perform accounting functions.
• Monitors functions related to accounts payable and including accounts payable management and cash management. Works closely with accounts payables department.
• Monitors functions related to accounts receivable
• Ensures that the annual audit prepared by a professional auditor is completed on time and mailed to the homeowner membership according to Civil Code. Provide support to the auditor as necessary.
• Assist the General Manager in their Staff liaison role with the Finance Advisory Committee including preparing Committee Meeting Agenda, Reports, and packet and other special projects.
• Assist the General Manager with Preparation of Board Agenda Reports related to financial components.
• Assist the General Manager with Coordination of investments with the TLQMA’s investment advisor.
• Other duties as assigned to include, but not limited to, working selected community events and assist with the TLQMA’s annual election, special projects, etc.
• Practice and adhere to FirstService Residential Global Service Standards, Core Values and Mission Statement.
• Conduct business at all times with the highest standards of personal, professional and ethical conduct.
• Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need for additional material and supplies.
• May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems, and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.
• Ensure all safety precautions are followed while performing the work.
• Follow all policies and Standard Operating Procedures as instructed by Management.
• Perform any range of special projects, tasks and other related duties as assigned.
• Practice and adhere to FirstService Residential Global Service Standards, Core Values and Mission Statement.
• Conduct business at all times with the highest standards of personal, professional and ethical conduct.
• Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need for additional material and supplies.
• May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems, and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.
• Ensure all safety precautions are followed while performing the work.
• Follow all policies and Standard Operating Procedures as instructed by Management.
• Perform any range of special projects, tasks and other related duties as assigned.

SUPERVISORY RESPONSIBILITIES:

• One team member. As a senior leader on the team, may be called upon to lead the team in the short-term absence of the General Manager.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Modern office procedures, methods, and equipment including computer software programs
• Knowledge of pertinent federal, state and local codes, laws, and regulations.
• Talking and hearing occur continuously in this position in the process of communicating with guests, associates, supervisors, vendors, and our clients.
• Must be able to handle pressure and deadlines related to the job.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Must be able to work well under pressure and deadlines, as well as work independently and prioritize time effectively. Must have ability to make decisions and solve problems creatively.
• Must work effectively with co-workers, customers and others by sharing ideas in a constructive and positive manner; listening to and objectively considering ideas and suggestions from others; keeping commitments; keeping others informed of work progress, timetables and issues; addressing problems and issues constructively to find mutually acceptable and practical business solutions; addressing others by name, title or other respectful identifier, and; respecting the diversity of the operations workforce in actions, words and deeds.
• Use of good business judgment, possess critical thinking skills and business “savvy”, able to make decisions and work independently.
• Must be a creative problem solver.
• Proficient in English

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must be able to lift 25lbs.
• Must be able to sit for extended periods of time.
• Must have finger dexterity for typing/using a keyboard.
• Must be mobile enough to move around within the office and throughout the venue.
• The vision requirements include ability to adjust focus; depth perception, peripheral vision, color vision, close and distance vision.
• There are times when employees may be required to work hours outside of, or in addition to the scheduled working hours based on events and business needs. Supervisors schedule according to the needs of the client and provide as much notice as possible whenever there is a requirement to reschedule. FirstService Residential considers schedule preferences however business needs may require necessary schedule changes.
• Consistent and regular attendance required.
• The work environment characteristics are normal office conditions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions