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Financial Analyst

Job ID: 1786891
OA Reference: am-eh-financial-1143

  • $72,800 to $72,800
  • San Rafael, 94901

The Financial Analyst will play a key role supporting asset management, financial reporting, budgeting, and portfolio analysis. This position partners across departments to build financial models, support real estate and lending transactions, analyze property performance, and create meaningful reporting that drives decisions.

What You'll Do:
• Prepare financial models, operating budgets, and forecasts
• Support investor, lender, and management reporting
• Analyze property performance, income, expenses, and trends
• Assist with capital account reviews, refinancing, and equity transactions
• Develop and maintain tracking systems for key deadlines and reporting functions
• Prepare CAM reconciliations and support annual budget processes

What We're Looking For:
• Bachelor’s degree in Finance, Accounting, Business, Real Estate, or related field
• 5+ years of financial analysis experience, ideally in real estate, community development, or nonprofit environments
• Required: Hands-on experience with Yardi Voyager
• Strong Excel and financial modeling skills
• Experience with Smartsheet and database/reporting systems preferred
• Detail-oriented with strong analytical and communication skills


Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

(none specified)

AppleOne Representative Contact Info

Account Executive:
Allison
Branch Phone:
Location:
Petaluma, CA