Search for More Jobs

Financial Analyst

Job ID: 1788348
Reference Code: MR-Financial-Analyst

  • $72,800 to $79,000
  • San Rafael, 94901

A mission-driven affordable housing organization is seeking an experienced Asset Management Analyst to support financial analysis, budgeting, reporting, and portfolio tracking activities across a real estate portfolio.

Responsibilities

• Prepare financial models, operating budgets, and property valuations

• Assist with capital account analysis, investor/lender reporting, and due diligence materials

• Support refinancing, equity transactions, and grant applications

• Maintain tracking systems for reporting deadlines, contracts, loans, and compliance requirements

• Assist with annual operating budgets, HUD budget worksheets, and CAM charge calculations

• Update and maintain property data in Excel, Smartsheet, Yardi, MRI, CRM, and related systems

• Create portfolio analytics and reporting for senior management

• Collaborate with Asset Management, Development, Property Management, and Leadership teams

Qualifications

• Bachelor’s degree in Finance, Accounting, Real Estate, Business Administration, Economics, Urban Planning, or related field • 5+ years of experience in real estate, finance, community development, affordable housing, or nonprofit organizations • Strong financial analysis and advanced Excel skills • Required experience with Yardi • Experience with Smartsheet, MRI, CRM systems, or similar software preferred • Strong organizational and communication skills with the ability to manage multiple deadlines

Preferred • Affordable housing and LIHTC experience • Experience with HUD budgets, lender reporting, and real estate transactions. Excellent opportunity with a collaborative and mission-focused organization. 



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

Qualifications • Bachelor’s degree in Finance, Accounting, Real Estate, Business Administration, Economics, Urban Planning, or related field • 5+ years of experience in real estate, finance, community development, affordable housing, or nonprofit organizations • Strong financial analysis and advanced Excel skills • Required experience with Yardi • Experience with Smartsheet, MRI, CRM systems, or similar software preferred • Strong organizational and communication skills with the ability to manage multiple deadlines Preferred • Affordable housing and LIHTC experience • Experience with HUD budgets, lender reporting, and real estate transactions. Excellent opportunity with a collaborative and mission-focused organization. 

AppleOne Representative Contact Info

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