Job details
- Location
- Charlotte, NC
- Work type
- Onsite
- Visa
- Sponsorship available
- Posted
- 3 weeks ago
- Apply on
- recruiting.paylocity.com
About this role
Asana Partners is a retail real estate investment firm creating value in vibrant neighborhoods through vertically integrated capabilities and retail expertise. The Analyst supports corporate accounting and finance activities, maintains EBITDA and budgeting models, prepares executive reporting, and contributes to financial analysis, process improvement, reconciliations, and month-end close.
What you'll do:
- Develop and maintain sophisticated corporate EBITDA, cash flow, and budgeting models, including multi-year projections and scenario analysis highlighting critical firm performance metrics
- Prepare the annual corporate budget and perform quarterly budget to actuals variance analysis and reporting for departments across the firm
- Prepare quarterly reporting packages and analysis for partners and senior executives
- Provide analytics, research, and support for key corporate strategic areas, including business analytics, budgeting and reforecasting, headcount and G&A planning, and firm-level profitability analysis
- Build or streamline internal processes to drive operating efficiency for the Corporate Accounting and Finance functions
- Gain expertise in a variety of technical platforms, including Yardi, Concur, and WDesk
- Review and code monthly expense report transactions within Concur to ensure compliance requirements are met
- Process all approved monthly expense report transactions within Excel macro workbook to apply expense caps and prepare entries to record related expenses across all entities
- Prepare, process and record invoices and cash receipts for various fees and reimbursements across all entities
- Prepare cost allocations among entities
- Prepare monthly bank reconciliations and balance sheet reconciliation workbooks
- Record journal entries to facilitate successful month end close across all corporate level entities
What they're looking for:
- Strong analytical, technology, organizational, and process design skills
- Desire to work in a dynamic, fast-paced, exciting environment with high expectations
- Ability to meet and manage critical deadlines and to work independently
- Exudes professionalism and practices discretion with sensitive, confidential information
- Basic understanding of accounting principles
- Strong interpersonal and collaboration skills
- Acute attention to detail and passion for quality
- Interested in process improvement and documentation
- Proficiency in leveraging AI to maximize productivity
- Proficiency in Excel and Word
- Financial modeling skills, with the ability to build and maintain complex models is a plus
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