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Senior Financial Analyst - Budget and Proforma (Remote Opportunity)

Company: Hunt Companies Finance Trust, Inc.
Location: Chicago
Posted on: June 26, 2022

Job Description:

The Senior Financial Analyst of Budget and Proforma is responsible for maintenance, access, reporting and consolidation of data supporting complex financial analysis, review and reporting of the military housing portfolio and its specific assets. The position will assist management in excel modeling, data mining, and reviewing financial queries for reports. Reports to VP of Finance and Accounting.

Essential Job Functions:

External Reporting:

* Maintains ongoing updates and maintenance of individual project proforma for the entire Hunt Military Housing Privatization portfolio and conventional managed projects.
* Responsibility for maintaining access and interface between financial and accounting systems including but not limited to Yardi, E1, Host/Planful, maintaining completeness and integrity of data used for reporting purposes. Coordinates with Information technology team with new initiatives supporting reporting and data access
* Responsibilities associated with the annual operating and capital budgets:
* At the direction of the Director of Budget and Proforma is responsible for the creation of the annual operating and capital budget templates used by Asset Management and Property Operations using Planful budgeting applications (or its successor)
* Populates templates with previous year's budget, Corporate data (Debt service, depreciation, certain payroll assumptions, inflation assumptions, etc.), and annual forecast data.
* Provides training and support to Property Management personnel charged with populating annual operating budgets
* Upon budget approval, responsible for insuring accurate and timely uploading budgets into E1 (Hunt Corporate Enterprise Information System) and Yardi (Project Operating Information System software).
* Supports Property Management by producing and creating budget deliverables for review, interim analysis and deliverables upon approval.

* Analyst charged with responsibilities associated with monthly, quarterly, and annual reporting to Navy, AF, Army, Marines:
* Analyst pulls data from Yard (occupancy and maintenance) and E1 (financials) insuring accuracy, completeness and integrity.
* Analyst works with on-site property management teams to compile required data and verify accuracy.

* Prepares quarterly and as-needed pro forma updates:
* At the direction of Director of Budget and Proforma, insures Proforma are updated at least quarterly with actuals pulled from E1 and Yardi as well as Host/Planful.
* In coordination with Director of Budget and Proforma, Insures consolidations of select projection and Proforma data to support Consolidated EBITDA projections is maintained to support timely, consistent and accurate Consolidated EBITDA reporting.
* Analyst works with on-site property management teams to compile required data and verify accuracy.

Internal Reporting:

* Provides support and assistance in preparation of materials for periodic Property Management operational performance reviews.
* Supports Operational Performance Reviews with analysis and recommendations
* Identifies and highlights trends and challenges as they develop

* Assists Director of Budget and Proforma with Budget and Planning solutions (Host/Planful)
* At direction of Director of Proforma and Budgeting facilitates the budget and projection process
* Analyst is charged with day to day responsibility for administration and maintenance of Budget and Planning Solutions (Host/Planful)
* Assists Director of Proforma and Budgeting in developing and maintain training curriculum and training of users

* At the direction of the Director of Budget and Proforma, Analyst maintains data base, access for users, data extraction, reporting and reporting templates, updates and interfaces with other financial management solutions (E1, Yardi)
* Generates, maintains and insures accuracy of internal reports for the two conventional and 19 military properties on a monthly and quarterly basis.
* Prepares monthly Property Status Report for Hunt executive management. Report includes but is not limited to:
* YTD and MTD financials (actual to budget).
* Occupancy metrics.
* YTD waterfall cash flow distributions.
* Short-term equity contribution information.

* Performs other duties as assigned.


* Bachelor's degree in accounting and/or finance, CPA preferred
* 5 years of accounting or financial experience
* Ability to manage and organize large volumes of data through queries and database systems
* Strong knowledge of chart of accounts, general ledger, trial balance, financial statement preparation, GAAP and internal control policies and procedures required
* Proficiency in Microsoft Office Applications: PowerPoint, Word, and Advanced Excel Modeling knowledge. Pivot tables and pivot charts with slicers, indirect function, Sumif(s), Vlookup, data mapping, If statements (combined nested statements with other logic)
* Ability to work in a high-paced, deadline driven environment
* Excellent verbal, written, and interpersonal communication skills
* Must have valid driver's license

Keywords: Hunt Companies Finance Trust, Inc., Chicago , Senior Financial Analyst - Budget and Proforma (Remote Opportunity), Accounting, Auditing , Chicago, Illinois

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