JOB DESCRIPTION
TITLE: Financial Assistant
JOB SUMMARY:

The Financial Assistant must be professional, courteous, and efficient. This position requires the ability to work on multiple properties with multiple Accountants & Property Managers, at various stages of completion, without missing deadlines or losing focus.

The Financial Assistant must have:

1. excellent understanding of organizational systems

2. ability to accurately track the status of multiple projects in varying stages of completion

3. effective verbal and written skills that allow for clear communication with others to ensure accuracy and proper interpretation.

4. excellent understanding of numbers and mathematical equations (such as proration of expense and dates)

5. proficiency in Microsoft Excel (such as linking worksheets, sums of number, rounding, and formatting whole sheets)

The Financial Assistant must be able to:

1. be detail-oriented in following procedures, numbers, and descriptions.

2. thoroughly process notes (written or orally discussed) and able to apply to the procedures

3. accurately evaluate data for reasonableness

4. consistently and accurately input data into spreadsheets or systems

5. review data, once input, for “connectedness” to other Excel sheets or system

6. follow the process for double-checking their own work for accuracy.

7. work on several different tasks simultaneously while still meeting deadlines and expectations

8. work in team and/or independently

Knowledge of Budgeting system software and accounting a plus.

The Financial Assistant will work in the Brea Corporate office and reports to the Director, Accounting.

RESPONSIBILITIES & FUNCTIONS:

Property Budgets & Reconciliations, Kardin/Yardi/MRI based

1. Obtain information / reports from Property Managers and Accountants

2. Verify or Input into System modules:

Tenant lease / rental information

Expense information (amounts and descriptions)

Capital information (amounts, descriptions, amortization schedules)

Set up tenant recovery pools

3. Communicate process status with Administrative Assistant and Director, Accounting

4. Track progress for updates to Director, Accounting or VP, Management Operations

Property Budgets & Reconciliations, Excel-based

1. Obtain information / reports from Property Managers and Accountants

2. Input and verify input expense into [Budget] or [Reconciliation] spreadsheets

3. Communicate process status with Administrative Assistant and Director, Accounting

4. Track progress for updates to Director, Accounting or VP, Management Operations

Special projects, as requested through Director, Accounting.

Job Type: Full-time

Pay: $21.00 - $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Experience:

• Microsoft Excel: 2 years (Required)

Work Location: One location

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