We are seeking a detail-oriented Financial Analyst I to support day-to-day financial operations across multiple entities. This role is responsible for maintaining financial records, supporting month-end and periodic close processes, and preparing recurring financial reports and analyses.
The ideal candidate is highly organized, comfortable working in Excel, and able to operate independently within established processes while maintaining accuracy and consistency. This role plays a critical part in ensuring the reliability of financial data and supporting the organization with timely and accurate information.
KEY RESPONSIBILITIES
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Financial Operations & Close Support
- Maintain and update financial schedules, including depreciation, amortization, and other supporting schedules
- Prepare and post journal entries (e.g., credit cards, depreciation, and other recurring entries)
- Perform bank reconciliations and prepare financial statements for real estate entities (quarterly)
- Execute recurring financial processes with a high degree of accuracy and consistency
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Compliance & Entity Management
- Support compliance-related processes including multi-state filings (e.g., sales tax) and corporate filings
- Assist with maintaining entity records and ensuring required filings are completed on time
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Reporting & Data Analysis
- Prepare recurring financial reports including gross margin analysis and billing-related reports
- Extract, validate, and reconcile data from ERP systems to ensure reporting accuracy
- Maintain and update large Excel-based financial models and reporting tools
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Fixed Assets & Debt Tracking
- Maintain fixed asset records, including additions, disposals, and depreciation updates
- Prepare and update amortization schedules for notes payable
- Ensure all supporting schedules tie to the general ledger and financial statements
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Systems & Data Integrity
- Ensure accuracy and completeness of financial data across systems (ERP, expense platforms, etc.)
- Identify and correct data inconsistencies in reporting inputs
- Follow established processes for data validation and quality control
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Ad Hoc Support & Business Requests
- Respond to data requests from project t