Financial System Analyst

The Financial Systems Analyst will be a strategic partner in optimizing accounting and financial systems to support the firms real estate operations. This role requires a blend of financial acumen, system expertise, and general knowledge of a real estate firms processes to enhance efficiency, ensure data accuracy, and streamline the processing of financial transactions within systems. The analyst will lead system enhancements/upgrades, foster cross-functional collaboration, and train users to ensure the adoption of best practices in financial technology. Essential Duties & Responsibilities System Management & Optimization: § Oversee the implementation, configuration, and maintenance of financial systems including Yardi, Procure-to-Pay (P2P), Microsoft Office suite of applications, Sharepoint, and additional AI and reporting solutions. § Analyze and optimize financial systems to ensure they meet the needs of the End Users, operational teams, accounting, financial reporting, and more. § Troubleshoot system issues and work with IT to resolve technical problems related to financial software. Data Integrity & Financial Reporting:

§ Ensure the integrity, accuracy, and consistency of financial data within the system. § Support the generation of financial reports, including balance sheets, income statements, and other financial analysis tools. § Develop, implement, and update internal controls for data processing and reporting. Process Improvement: § Analyze current accounting and financial processes and recommend enhancements or automation to streamline processes, improve efficiency and accuracy. § Work with key stakeholders to implement process improvements and ensure system changes are aligned with accounting practices. User Support & Training: § Provide or coordinate training and ongoing support to the Firms teams regarding system usage, data entry, and reporting functions. § Develop and deliver training materials and sessions for end users on system functionalities and best practices. Collaboration with Cross-Functional Teams: § Collaborate with IT, operational teams, and finance teams to ensure that financial systems are integrated effectively with other business systems. § Work closely with auditors to ensure financial systems comply with regulatory requirements and internal controls. System Enhancements & Upgrades: § Participate in system upgrades, testing, and post-implementation support to ensure seamless transitions. § Stay updated on the latest financial system technologies including AI and accounting best practices, advising on potential improvements or upgrades. Documentation & Compliance: § Maintain detailed documentation of system configurations, processes, and procedures to ensure compliance and facilitate future upgrades. § Assist in ensuring that systems meet all internal and external compliance requirements.

Company Value Indicators: § INTENTIONAL: Able to build deep customer relationships by providing high quality interactions with brokers, investors and internal partners. § INTUITIVE: Ability to anticipate and prevent any barriers that may affect acquisitions. § CRAFTED: Able to provide high attention to detail, analytics and accurate research and reporting. Highly organized and proficient at time management. § RESPONSIVE: Ability to listen, set clear expectations and engage in crucial conversations on a colleague, investor and broker level. § RELIABLE: Able to consistently communicate goals and meet deadlines. § IMPACT-DRIVEN: Regularly review and evaluate the effectiveness of current procedures while providing constructive feedback. § SINCERE: Able to develop a collaborative relationship with partners through trust and transparency.

Position

Requirements Qualifications/Education and Experience § Bachelors degree in accounting, Finance, Information Systems, or a related field. § 3-5 years in accounting or finance roles, with experience in financial systems analysis or implementation. § Strong understanding of accounting principles, financial reporting, and system integration. § 3+ years of experience working with Yardi and a solid understanding of Procure-to-Pay (P2P) processes is required. § Experience with Yardis AP, AR, GL, and budgeting/forecasting modules. § Familiarity with integration between Yardi and other financial systems. § Experience working with financial systems, including general ledger, accounts payable/receivable, and bank reconciliation. § Proficiency in Excel and other data analysis tools for system reporting and troubleshooting.