CHA Consulting, Inc.

Financial Analyst

CHA Consulting, Inc.

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • 🇺🇸 United States

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Salary

💰 $80,000 - $85,000 per year

Job Level

Mid-LevelSenior

About the role

  • Assist in monitoring the financial condition of the Property Office Mixed Income portfolio.
  • Maintain a working knowledge of the Reporting & Operating agreements for Mixed Finance properties.
  • Ensure internal and external partners are meeting critical due dates.
  • Prepare and maintain tracking reports for Quarterly Financial Statements, TRR Quarterly Advance Request, etc. Analyze, review and process monthly/quarterly payment requests submitted by the firms.
  • Conduct statistical and budgetary analysis and report findings.
  • Analyze and validate results to ensure accuracy, accountability and financial data integrity of the Mixed Income Portfolio.
  • Analyze trends, costs, funding and financial commitment to project future revenues and expenses for Property Office Mixed Income portfolio.
  • Compile, analyze and review operating expense reports submitted by properties and prepare budget comparisons.
  • Initiate and process monthly subsidy payments for the Property Office Mixed Income portfolio.
  • Perform routine and ad hoc financial analysis of the Property Office Mixed Income portfolio.
  • Prepare monthly journal entries: TRR deposits and withdrawals; tenants’ AR, Allowance for Doubtful; etc. for corrections/adjustments.
  • Prepare monthly reconciliations: TRR deposits and withdrawals, Notes Receivable, etc.
  • Review and submit Bad Debt Report to the PAM Division, monthly.
  • Prepare monthly Rent Collection versus Bank Deposit Report.
  • Compile and prepare year-end accruals.
  • Prepare and complete internal and external notes receivable confirms, as requested.
  • Schedule and hold monthly/quarterly/bi-weekly meeting with various departments to discuss findings, issues/concerns, reporting requirement, etc.

Requirements

  • Bachelor’s Degree in an applied science: accounting or finance preferred
  • Minimum of five (5) years’ experience in accounting, auditing, finance or other related discipline preferred
  • Previous contract management, auditing and/or financial analysis experience considered a plus
  • Proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, Access, Project & Outlook)
  • Must be able to communicate effectively both verbally and in written form with all levels of internal and external management
  • Working knowledge of Visio, a plus
Benefits
  • Vacation, Sick and Personal, competitive PTO package
  • Medical (HMO, PPO, and No employee cost High-Deductible PPO) Dental, Vision, and Life Insurance
  • Short-Term and Long-Term Disability Insurance
  • Long-Term Care Insurance
  • Pet Insurance
  • Parking Transit
  • Prepaid Legal Services
  • Brightstar 529 College Savings Plan
  • Identity Theft Protection
  • Hospital Indemnity Insurance
  • Voluntary Critical Illness Insurance
  • Deferred Compensation Plan: Empower 457/401(a) with a 3% employer match
  • Pension Plan: CHA makes contributions on behalf of the employee, along with the employee's 3% contribution; 100% vesting occurs after 6 years of continuous employment or opt-out of CHA's Retirement Plan and continues to participate in the Municipal Employees Annuity and Benefit Fund of Chicago

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisbudgetary analysisstatistical analysisjournal entriesreconciliationspayment processingdata integrityreportingcontract managementauditing
Soft skills
communicationcollaborationorganizational skillsanalytical thinkingattention to detailproblem-solvingtime managementinterpersonal skillspresentation skillsmeeting facilitation
Certifications
Bachelor’s Degree in AccountingBachelor’s Degree in Finance