Budget Analyst

Westport Properties • Newport Beach, CA

9d • Remote

About The Position

The Analyst position supports the growth, performance, and infrastructure of the Operations team through financial, operational, and data-driven analysis. This role works cross-functionally with internal stakeholders to develop forecasts, analyze historical performance, draft annual budgets, and support strategic decision-making across a portfolio of real estate assets.

Requirements

• Bachelors degree in Accounting, Finance, Economics, Statistics, or equivalent from an accredited college or university highly preferred
• Accounting experience preferred
• Relevant years of work experience may substitute for the degree requirement
• Foundational knowledge of accounting terms and concepts
• Proficiency with accounting concepts such as journal entries, GAAP compliance, and financial reporting
• Strong analytical and problem-solving skills with high attention to detail
• Experience working with historical financial and operational data to develop forward-looking assumptions
• Data-oriented mindset with working knowledge of SQL, Python, or similar analytical/programming tools
• Excellent written and verbal communication skills, with the ability to explain complex analyses to diverse stakeholders including senior leadership
• Strong organizational skills with the ability to manage multiple priorities and shifting deadlines in a fast-paced environment
• Proactive, self-motivated self-starter with the ability to work independently while collaborating effectively in a team setting
• Professional demeanor with sound judgment, discretion, and the ability to handle confidential matters appropriately
• Ability to understand and comply with company policies and relevant industry standards
• Proficiency in Microsoft Office Suite, with advanced Excel skills highly preferred

Nice To Haves

• Experience with statistical analysis, data science, and/or data visualization tools preferred
• Familiarity with flagship AI tools such as ChatGPT, Claude, Copilot, and Grok
• Interest or experience in real estate operations, asset performance, or portfolio analytics preferred

Responsibilities

• Produce complete annual budgets and reforecasts for each managed facility and for corporate departments as needed.
• Develop and maintain financial and operational analyses, forecasts, and ad hoc projects as needed.
• Translate data from multiple sources into clear, actionable insights for management.
• Work collaboratively with other internal departments to complete projects and initiatives.
• Leverage data tools and programming languages (e.g., SQL, Python, or similar) to extract, manipulate, and analyze large datasets.
• Assist with process improvement initiatives related to data quality, reporting automation, and analytical workflows.
• Perform other duties and special projects as assigned.
• Periodic special projects and duties may be assigned based on Company need and requirements
• Must be able to perform a variety of duties, often changing from one task to another, with frequent interruptions or distractions and within tight deadlines

Benefits

• Paid Time Off
• Paid Holidays
• 401(k) Eligibility
• Health Benefits: Medical, Dental, Vision
• Life Insurance Benefits
• Supplemental (Flexible Spending Accounts, Disability, Cancer/Critical Care, Hospitalization, Accident)
• Recognition of Hard Work and Exemplary Performance
• Clean, Air Conditioned, Friendly Working Environment
• Discretionary Bonus Based on Several Factors

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level