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Financial Analyst- Full Time

Financial Analyst- Full Time, Benefited- Windsor, CA.
Oakmonts mission is to offer the finest in senior living communities, from the attention to detail in structural design and craftsmanship to the highest standard for exceptional service and care. To that end, Oakmont created its own management company, Oakmont Management Group LLC (OMG) in 2012, to extend the Oakmont culture of ownership, integrity, and high standards to the operation and management of our communities.
The Financial Analyst gathers and organizes data, conducts complex financial modeling, and communicates recommendations to executives that will improve upon the financial results of the business through identification of trends, risks, and opportunities.
Essential Job Functions
Analyze data including P&L statements, rent rolls and other market data including operational data from all departments to assist with determining business drivers, trends, and risk/opportunities and operational costs.
Identify financial status by comparing, analyzing, and interpreting actual results with plans and revenue and expense forecasts, monitoring variances, studying trends, and making recommendations that will lead to positive financial results.
Reconcile transactions and maintain integrity of database or excel records by entering, verifying, and backing up data.
Build, create, and maintain reporting models with reliable conclusions that management can use to implement more effective operational strategies. Assist in the preparation of monthly, quarterly, and as-needed reporting.
Assist with preparing and presenting analyses complete with graphics and charts, in a clear and concise manner and effectively communicate recommendations including proposed changes in methods and materials.
Assist with annual budget preparation, analysis, projections, presentations, memos and other written or visual reports for senior management.
Effectively organize, track, and communicate project cycles including setting calendars and milestones, tracking progress and deadlines, and ensuring the companywide budgets meet targets.
Contribute to team effort through demonstration of professional standards, respect, and cooperation with others including vendors, third parties, and all team members.
Maintain strict confidentiality standards and ethical business practices.
Maintain technical knowledge through continued learning including attendance at educational workshops and/or reviewing publications.
Other duties as assigned.
SPECIFIC KNOWLEDGE, SKILLS, LICENSES, CERTIFICATIONS, ETC:
Experience and skill in the following areas: Corporate Finance, Developing Standards, Quality Management, Problem Solving, Process Improvement, Cost Accounting, Statistical Analysis, Financial Planning and Strategy, Reporting Research Results, Requirements Analysis, Financial Skills.
Excellent organizational and time management skills with the ability to meet tight deadlines while still maintaining accuracy.
Must be highly motivated and able to work with little direction at times or with a sense of urgency and specific instruction at other times.
Required Education and Experience
Multi-site experience required.
Must have experience extracting data from multiple segregated data sets.
Bachelors degree in Finance (MBA preferred).
5+ years experience working in finance and/or accounting with significant level of experience with operational analysis in senior living is preferred.
Prior working experience with reporting and data in RealPage Accounting and Leasing & Rents, Youve Got Leads (YGL), and ADP or other HRIS is preferred.
Other Requirements
Must obtain a criminal background clearance or exemption in the State of CA prior to beginning work.
This is a full-time, exempt position. Standard hours of work will generally occur Monday through Friday during standard business hours but may extend beyond depending on the business need.
While performing the duties of this job, the employee is regularly required to communicate effectively and clearly with members of the executive team, home office, communities, ownership, and other stakeholders through written and verbal communication via email, phone, or in person conversations. This position may require long periods of sitting and viewing a computer screen with limited standing or walking.
Why should you choose a career with Oakmont:
Family Owned
401K Retirement plan and Life insurance
Medical, Dental and Vision benefits
Scholarship Program
Emergency Family Fund
Career Growth, Relocation and Travel Opportunities
EEOC: Oakmont Management Group is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including pregnancy, gender identity, and sexual orientation), marital or parental status, physical or mental disability, family medical history or genetic information, military status, or unfavorable discharge from military service. These protections extend to all management practices and decisions, including any recruitment and hiring practices, appraisal systems, promotions, and training and career.


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