Remote Financial Analyst

We are looking for a skilled Remote Financial Analyst to join our client’s financial team. The role will involve managing key financial processes including budgeting, bank reconciliations, and monthly reporting of building financials. The ideal candidate will have experience working independently, with a strong understanding of accounting principles. A background in property management or real estate finance is highly preferred. In addition to regular reporting duties, the analyst will be involved in project-based tasks such as audits, tax filings (1098s, 1099s), tax protests, abatements, and budget development.

Key Responsibilities:

1. Project-Based Financial Tasks:
- Audits: Support internal and external audit processes, ensuring timely submission of financial records and documentation.
- 1098s & 1099s: Manage the preparation and filing of necessary tax forms (1098s for mortgage interest and 1099s for independent contractors or vendors).
- Tax Protests & Abatements: Assist with property tax protests, abatements, and assessments, ensuring accurate financial data is submitted for review.
- Budget Development: Work closely with property managers and finance teams to develop annual budgets, ensuring alignment with strategic objectives and financial constraints.

2. Support to Financial Team and Stakeholders
- Assist other financial team members with tasks such as responding to inquiries from the organization, residents, or board members.
- Address and resolve basic financial queries from residents or board members in a timely and effective manner.

3. Bank Reconciliations:
- Perform monthly bank reconciliations for multiple accounts, ensuring accuracy and completeness of financial records.
- Investigate and resolve discrepancies in a timely manner, collaborating with internal and external stakeholders as needed.

4. Monthly Reporting:
- Prepare and deliver detailed monthly financial reports for each building.
- Assist in the preparation of board reports as necessary.
- Prepare and review budget-to-actual variance analysis for multiple buildings or properties.
- Work with management to investigate and explain variances, providing actionable insights.

Qualifications and Skills:

1. Previous Experience:
- 5+ years of financial analysis experience, preferably in property management, real estate finance, or related industries.
- Proven experience with budgeting, particularly with budget-to-actual variance analysis.
- Strong understanding of bank reconciliations and financial reporting.
- Experience with project-based tasks such as audits, tax filings (1098s, 1099s), tax protests, and abatements is a plus.

2. Technical Skills:
- Advanced proficiency in Microsoft Excel for financial modeling, budgeting, and data analysis.
- Familiarity with accounting software or ERP systems.
- Knowledge of financial reporting tools and property management software is a plus.

3. Independence and Self-Management:
- Ability to work independently in a remote/offshore setting, managing multiple projects and deadlines without supervision.
- Strong organizational skills, attention to detail, and the ability to prioritize tasks effectively.

4. Analytical and Problem-Solving Skills:
- Strong financial analysis capabilities, with the ability to interpret data, identify trends, and make data-driven recommendations.
- Ability to assess financial risks and develop strategies for mitigating them.

5. Communication Skills:
- Strong written and verbal communication skills, with the ability to present financial information clearly and concisely to senior management and stakeholders.
- Ability to collaborate effectively with cross-functional teams, including property managers and tax professionals.