Senior Budget Analyst Associate II

We are seeking a skilled Senior Budget Analyst P3 for our Fund Accounting Services team in Westmont, IL. This role involves managing complex accounting tasks, preparing budget/reforecast reports and supporting diverse clients. The ideal candidate has strong accounting knowledge, budget/reforecast knowledge, analytical skills, and can work independently while collaborating effectively. Key responsibilities include the preparation, review and presentation of budget/reforecast reports. This position offers growth opportunities in a dynamic environment, ideal for experienced accountants looking to advance their career in client-focused budget/reforecast reporting.

Responsibilities

• Prepare timely and accurate daily/monthly/quarterly/annual budget/reforecast reports by the deadlines established by the client.
• Distribute daily/monthly/quarterly/annual budget/reforecast reports within stated controls and client reporting requirements.
• Gain a complete understanding of the budgeting/reforecasting requirements as well as work to ensure requirements are met as established by the client.
• Function as a resource to site property teams as required coordinating procedures, responding to questions, and responding to client questions.
• Assist with budget/reforecast preparation – capital expenditure rollovers, dashboard & keynote preparation, 3-year business plan, review property packages for accuracy, and ensure timely and accurate entry into the accounting system.
  
  

Qualifications

• Bachelor’s degree in Accounting is required; CPA desirable.
• Minimum of 3-5 years of Budget/Reforecast experience is required. Experience specifically in Real Estate Accounting is a plus.
• Must have knowledge of CAM
• Adaptability – maintains effectiveness in varying environments, tasks and responsibilities, or with various types of people.
• Planning and Organizing – Ability to establish a course of action to accomplish goals and evaluate results.
• Ability to multitask, work successfully under pressure and effectively prioritize and manage time and workload to meet client needs.
• Client  Focus – dedicated to meeting the expectations and requirements of the external and internal client, establishes and maintains effective relationships with clients, and gains their trust and respect.
• Dealing with Ambiguity – can effectively cope with change, can shift gears comfortably, can decide and act without having the total picture, can comfortably handle risk and uncertainty.
• Drive for Results – can be counted on to exceed goals successfully, bottom line oriented, pushes self and others for results.
• Microsoft office product knowledge specifically Excel is required, Access knowledge desirable.
• Experience with some combination of Real Estate specific software specifically Yardi Advanced Budgeting functionality and Workiva.