Senior Financial Analyst

Overview

This role is a local remote position requiring candidates to live within 2.5 hours of the greater Milwaukee area. The organization is recognized for its commitment to diversity and offers opportunities for professional development, health and wellness programs, and comprehensive benefits.

Responsibilities

• Coordinate the due diligence process for various financing arrangements.
• Serve as liaison between the organization, lenders, and attorneys, focusing on business items required by lenders.
• Supervise finance assistants working with appraisal, engineering, and environmental firms.
• Form, monitor, and dissolve joint ventures with third parties.
• Gather due diligence materials, schedule capital contributions, and calculate lease and management fees.
• Prepare, verify, and control monthly and quarterly debt and lease accounting journal entries to the general ledger.
• Complete balance sheet account reconciliations by established due dates and resolve reconciling items promptly.
• Prepare supporting schedules and work papers for quarterly and annual SEC filings.
• Research and document appropriate accounting treatments in accordance with generally accepted accounting principles for debt and lease transactions.
• Prepare audit schedules and respond to auditor requests during financial, SOX, or other audits.
• Prepare monthly and quarterly balance sheet and income statement fluctuation analyses for debt and lease general ledger accounts.
• Correspond with third-party financial institutions, lessors, treasury team, and internal stakeholders regarding debt and lease agreements.
• Maintain and update lease schedules within lease accounting software regularly.
• Continuously seek process improvements.

Qualifications

Education and Experience

• Bachelor's degree (BA or BS) from a four-year college or university is required.
• Three to five years of accounting or finance experience is required.

Skills and Knowledge

• Extensive knowledge of accounting or finance functions with a thorough understanding of the organizational environment.
• Strong interpersonal skills for collaboration with departmental staff.
• Excellent organizational skills and ability to manage large projects.
• Advanced proficiency in word processing and spreadsheet software, preferably Microsoft Word and Excel.

Management and Decision Making

• Applies existing guidelines and procedures to make varied decisions within the department.
• Uses sound judgment and experience to solve moderately complex problems based on precedent, reasonableness, or a combination.

Physical Demands and Working Conditions

• Ability to stand, walk, sit, use hands and fingers, reach with hands and arms, stoop, kneel, crouch, crawl.
• Ability to talk and hear.
• Ability to lift up to 25 pounds.
• Requires interaction with co-workers, residents, or vendors.

Compensation and Benefits

• Base pay will be determined by skills and experience.
• Part-time and full-time associates are eligible for medical, dental, and vision insurance; 401(k); associate assistance program; employee discounts; referral program; early access to earned wages (outside CA); and optional voluntary benefits including ID theft protection and pet insurance.
• Full-time associates additionally receive paid time off, paid holidays, company-provided life insurance, adoption benefits, short and long-term disability, flexible spending accounts, health savings accounts, optional life and dependent life insurance, optional voluntary benefits (accident, critical illness, hospital indemnity insurance, legal plan), and tuition reimbursement.
• Temporary associates are not benefits eligible but may participate in the 401(k) program.
• The organization supports veterans, transitioning active duty military personnel, and military spouses.
• Offers advancement of fees for naturalization application costs (up to $725) for qualified associates employed for at least one year.

Additional Information

• The application window is expected to close within 30 days of posting.
• The organization is an equal opportunity employer and maintains a drug-free workplace.

Location

• Local remote position requiring residence within 2.5 hours of the greater Milwaukee area.