Staff Accountant-Financial Planning & Analysis (84130)

HomeFirst • San Jose, CA

15d • $80,000 - $90,000 • Hybrid

About The Position

The Staff Accountant – Financial Planning & Analysis (FP&A) supports the Finance Department through a combination of financial analysis, reporting, budgeting, and operational responsibilities. This role works closely with the Senior Accountant – Budgets & Reports to perform account research, prepare financial reports, assist with budget development, and ensure accuracy and integrity of financial data. In addition, this position plays a key role in supporting finance-related operations, including corporate card management, property management accounting oversight, expense reporting systems, and audit support.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field required.
• Minimum of 2–4 years of accounting or finance experience preferred.
• Strong analytical and problem-solving skills.
• Solid understanding of accounting principles and financial reporting.
• Proficiency in Microsoft Excel and financial systems.
• High attention to detail and accuracy.
• Strong organizational and time management skills.
• Ability to communicate effectively with both finance and non-finance staff.
• Ability to manage multiple priorities and meet deadlines.
• Primarily office-based or hybrid work environment.
• Prolonged periods of sitting and computer use.
• Occasional meetings with internal and external stakeholders.

Nice To Haves

• Experience with budgeting, financial reporting, or FP&A functions is a plus.
• Experience in nonprofit or property management accounting is desirable.
• Experience with expense reporting and accounting software (e.g., Concur or similar) preferred.

Responsibilities

• Assist with account research, reconciliation, and variance analysis.
• Support preparation of monthly, quarterly, and annual financial reports.
• Participate in the development, tracking, and monitoring of organizational budgets.
• Analyze financial data and provide insights to support decision-making.
• Prepare journal entries and maintain supporting documentation.
• Treasury Management Support- daily cash positioning, forecasting, and operational support.
• Develops financial models, analyzes trends, and creates forecasts for revenue, expenses, and capital expenditures.
• Perform general ledger reviews to ensure accuracy and completeness.
• Reconcile financial data between sub-systems and the general ledger.
• Assist in maintaining strong internal controls and documentation standards.
• Manage corporate credit/debit card program, including: Card applications and terminations Transaction monitoring and employee support Assistance with dispute resolution
• Support expense reporting system administration, including: Employee setup and deactivation User support and training Review of submitted expenses for completeness and compliance
• Perform reviews of property management records and systems for compliance with program requirements and lease agreements.
• Ensure consistency between lease agreements, property management systems, and the general ledger.
• Reconcile property management reports to accounting records.
• Prepare related journal entries and financial reports.
• Participate in meetings and communications with property management teams.
• Provide support for financial and program audits.
• Prepare schedules, documentation, and responses for audit requests.
• Assist in ensuring compliance with internal policies and external requirements.

Benefits

• HomeFirst provides comprehensive benefits, including 100% employer-paid medical, dental, and vision coverage and additional wellness options like chiropractic care, mental health support, pet insurance, and an Employee Assistance Program.
• We offer a 401(k)-retirement plan with generous matching, life and disability insurance, flexible spending accounts, commuter benefits, and workers’ compensation.
• Employees enjoy 12 holidays, sick leave, and PTO starting at 15 days annually, increasing with tenure, plus 8 hours of civic engagement leave annually to volunteer.

What This Job Offers

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