Financial Analyst Job at Truity Partners, Ozaukee County, WI

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  • Truity Partners
  • Ozaukee County, WI

Job Description

Financial Analyst (41069)

Our client is an organization in the Ozaukee County area looking for a Financial Analyst. Our client is looking for someone with 3+ years of experience, detail-oriented, and has excellent interpersonal skills. This company offers competitive benefits, fun company perks & events, and professional growth. This position is onsite.

The salary for this position is $70k - $90k.

The Financial Analyst will be responsible for, but not limited to, the following:

RESPONSIBILITIES

  • Perform detailed financial analysis of property financials, including income statements, balance sheet, cash flow statements, etc.
  • Build and maintain financial models to assess profitability and support the organization’s strategic planning.
  • Track cost trends & communicate data efficiently with proper departments.
  • Assist with budgeting and forecasting for property related expenses.
  • Contribute to exploring new processes & automations to drive continuous improvement.
  • Analyzes industry trends and makes recommendations based on those trends.
  • Other duties as assigned.

The Financial Analyst will possess the following:

EXPERIENCE REQUIRED

  • Bachelors Degree required.
  • 3+ years of FP&A experience. Real estate experience is a plus.
  • Yardi Experience preferred.
  • Excellent oral and written communication skills.
  • Strong interpersonal, problem-solving, and analytical skills.

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.

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