Job Description
We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.
Responsibilities:
• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.
• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.
• Research partnership agreements, financing documents, and tax returns to support operations.
• Assist with commercial rent collections and offer customer service to assigned commercial tenants.
• Support the accurate processing of surplus cash distributions and ensure timely execution.
• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.
• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.
• Manage replacement reserve reimbursement processes and identify opportunities for improvement.
• File property tax exemption documentation and track property tax refunds for assigned portfolios.
• Proven experience in financial analysis, including variance analysis and forecasting.
• Ability to analyze financial statements and audited financial reports.
• Strong organizational skills to manage reporting schedules and compliance requirements.
• Excellent communication skills to interact with stakeholders and regulatory agencies.
• Bachelor’s degree in Finance, Accounting, or a related field preferred.
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