Financial Analyst

Financial Analyst MBK Real Estate (MBK) is an industry leader in real estate operations and development. Through its subsidiaries, MBK Rental Living, MBK Industrial Properties and MBK Senior Living, MBK Real Estate is renowned for building award-winning new home and apartment communities, state-of-art distribution facilities and for its reputation in providing exceptional high standards of service throughout its senior living communities. MBK is a privately held real estate development firm with roots in the business dating back to 1996. MBK's extensive activities through its operating divisions, along with the size and scale of our development and building activities represent the continuation and commitment to American enterprise. Job Description We are looking to grow our finance team and are hiring a Financial Analyst to join our team at MBK Real Estate in Irvine, CA! Pay Range based on Experience: $75,000 - $95,000 annual salary Hybrid Schedule: Two days remote, three days in the Irvine office PRIMARY RESPONSIBILITY: The Financial Analyst plays a key role in the Accounting & Finance organization and directly supports the Senior Living division. This role will have primary responsibility for providing financial analysis, preparation of monthly financial reporting packages, and supporting the business planning and forecasting process. The role will also support the Senior Living division with financial modeling and in-depth analysis to support strategic growth initiatives. The position reports directly to the Director of Financial Planning & Analysis (FP&A). Duties include, but are not limited to: - Support in the development and maintain tools/systems to analyze current and past trends in key performance indicators including occupancy, revenue, operating expenses, net operating income and capital expenditures. - Monitor and analyze actual results and performance indicators, highlighting trends and analyzing causes of variances to budget and forecast - Assist in leading monthly financial review meetings with management team - Assist the annual business plan and monthly forecasting process - Prepare ad hoc analysis and presentations as needed to support the management team - Assist in collaboration with operations team to identify performance improvement opportunities - Assist in the development and maintenance of industry-level performance and valuation metrics - Develop financial models and analyses to support strategic initiatives - Perform underwriting analysis for prospective acquisitions - Support the transaction due diligence and closing processes - Potential for occasional multi-state travel KNOWLEDGE AND SKILLS: - Strong analytical, oral and written communication - Advanced Microsoft Excel. - Experience in Yardi highly preferred. - Able to interact with and present to multiple levels of organization - Attention to detail; adapts and collaborates in dynamic and fast-paced environments - Possess a positive attitude, take initiative, have motivation, attention to detail, teamwork, professionalism, and a sincere interest in senior housing real estate QUALIFICATIONS: - Bachelor's Degree in Accounting or Finance; MBA highly preferred - Senior Living and/or Multi-Family industry related experience preferred - Outstanding written, verbal, interpersonal and presentation skills We offer a rich benefits package comprising of the following: competitive salaries with opportunities for growth; 401(k) retirement plan with up to 4% employer matching; comprehensive industry leading medical, dental and vision insurance; company-provided life, disability and AD&D insurance; flexible spending accounts, generous paid time off including vacation and sick time, holidays, and bereavement leave; and a variety of programs including leadership development, training, and personal coaching; education loan assistance and scholarships; daily living, financial and legal services; childcare and eldercare assistance; employee discounts; and health and wellness resources that include virtual yoga, mindfulness, and financial readiness for employees and their family members. If you are ready to meet the challenges of this critical role, we want to hear from you! MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact . Regulatory Disclosures for Senior Living Communities with Medicaid Residents: An "Excluded Party" is a person that the federal or state government found not eligible to provide care and services in a facility that receives Medicare or Medicaid funding. If employed at one of our senior living communities that receives Medicare or Medicaid funding, team members must not be considered an "Excluded Party" as defined by the U.S. Department of Health and Human Services, any state Medicaid Programs, and any additional federal and state government contract programs. If, as a team member, you learn that you are an Excluded Party at any time, you must present your Excluded Party notice letter to your supervisor immediately. Other Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members' professional licenses. HIPAA Disclosure: All Team Members prior to commencing employment and once employed must not be considered an "Excluded Party" as defined by the Medicare and state Medicaid Programs as well as other federal and state government contract programs. If as an associate you learn you are an Excluded Party, you must present your Excluded Party notice letter to your supervisor immediately. An Excluded Party is a person that the federal or state government found not eligible to provide care and services in a Community that receives Medicare or Medicaid funding. In addition, at all times, during your employment, all associates must be in compliance with certain laws and regulations that affect the company, including but not limited to Resident Rights, HIPAA, State licensing regulations, and those laws relating you an associates' professional license.

Created: 2024-11-05