Senior Analyst

Our client in the financial services industry is looking for a Senior Analyst to join their team in Orange County.


Job Description:

  • Help maintain regulatory licenses in good standing
  • Perform analyses of operating performance for portfolios and priority assets
  • Perform analyses on move ins/move outs, rent rolls, labor reports, real estate taxes and other relevant items
  • Assess site visit reports and track the follow up action
  • Prepare ad hoc analyses
  • Perform analyses of financial reports
  • Perform calculations to determine covenant compliance
  • Ensure accuracy and timely renewal of letters of credit
  • Monitor FF&E reserves and process funding requests



  • Strong knowledge of GAAP
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to be discreet with confidential/sensitive information
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting, finance or related field and a minimum of 5 years’ relevant experience

Ref #21509

Elizabeth ValadezSenior Analyst