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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