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Budget Analyst

San Luis Obispo, CA

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Full time

Onsite (M-F)

Expected annual salary: $90,000 - $100,000

Bonus 

401k

Health, Vision, Dental

PTO

Position Summary


Our client, a top property development company in San Luis Obispo County, is seeking a Budget Analyst to manage real estate portfolios, financial models, and proformas. The ideal candidate will be a strategic thinker, possess excellent communication skills, and have a willingness to learn. This is an excellent opportunity to advance your career in Real Estate and Real Estate Finance!


Responsibilities include:

 

  • Maintain Real Estate Proformas for all current projects, by providing actual project to date data and projections to complete the project.

  • Track and determine project-specific financial status by analyzing other source documents to support the projections monthly.

  • Track all private land loans interest accruals and preferred returns for investors.

  • Prepares monthly distributions request for the president and institutional investors.

  • Weekly review sales activity and update Sales Summaries to determine sales absorption and bank starts/inventory allowances.

  • Manages and drives Corporate Admin Budgets via quarterly reports and assist with the annual budget process

  • Help the accounting team with monthly close. Including helping reconcile cash and loan accounts, post escrow closing via journal entries inventory and input journal entries and any other assistance as needed.

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Core Competencies / Required Skills & Abilities:

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  • Exceptional Microsoft Excel skills

  • Ability to create complex financial performance spreadsheets using Excel and other software resources

  • Excellent attention to detail and capable written and oral communication skills

  • Ability to manage multiple assignments and effectively meet deadlines

  • Proficient in Microsoft Office Suite products

  • Outlook and other Financial Software

  • Analytical and innovative in using data to create successful strategies and programs

  • Well-informed in current financial subjects, real estate, and real estate finance

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Required Experience/Education:

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  • Bachelor’s degree in Finance, Economics, or related field

  • Previous experience as a Finance Analyst strongly preferred

  • Previous experience in Real Estate required

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