Financial Services - Sr Financial Analyst

Financial Services Sr Financial Analyst

Village Management Services, Inc.'s mission is to serve the residents of Laguna Woods Village with the highest level of customer service and professionalism, making Laguna Woods Village the premier active-adult community in Southern California. We value integrity, quality, dedication and open communication in a rewarding and challenging environment.

Job Summary:

Under minimal supervision, performs financial planning, analysis, and special projects related to the corporate business plans within Laguna Woods Village; provides lead direction, training, and technical guidance to Financial Analysts and support staff; and performs related work as required. Assignments involve independent judgment and regular contact with staff from other divisions and departments, the Controller, board members, residents, vendors, and the public.

Essential Functions:

Leads the development and maintenance of annual and long-range organization budgets for the Golden Rain Foundation and other housing mutual corporations. Prepares and submits budget instructions and calendars to all divisions, analyzes and compiles requests, participates in staff reviews, and assists in presenting budget proposals to appropriate committees and boards. Monitors and assists the Controller in reporting monthly on the financial statements and prepares ad hoc cost management reports.

Investigates complex or unusual transactions, reconciles accounts, and initiates and recommends appropriate corrective action as needed.

Assists in developing, implementing, and improving systems and procedures for tracking, forecasting, and analyzing budgeted and actual expenditures. Evaluates assigned issues, summarizes findings and conclusions, works cooperatively with operational departments, develops specific recommendations, and presents data and conclusions to management.

Performs financial planning and analysis. Conducts and reviews financial studies and special analyses as assigned, including but not limited to cost management, revenue and expenditure forecasting, financial modeling, reserve studies, and account reconciliations. Serves as a technical resource on financial analysis methods and applicable requirements.

Reviews support for expenditures from reserve funds and coordinates with the Assistant Director of Financial Services to obtain the approval of those payments by the applicable boards. Oversees capital expenditure activity on a monthly basis and regularly meets with other departments to review accuracy and manage budgets. Provides financial information, analyses, and variance reports to the Controller for financial reporting. Provides lead direction to Financial Analysts and support staff, including assigning and reviewing work, training staff in methods and procedures, and assisting the Assistant Director of Financial Services with special projects and the day-to-day operations of the department.

Regular attendance required. All duties performed on-site for the community of Laguna Woods Village.

Works effectively with co-workers, customers and others by sharing ideas in a constructive and positive manner;
Listens to and objectively considers ideas and suggestions from others; keeps commitments; keeps others informed of work progress, timetables and issues; addresses problems and issues constructively to find mutually acceptable and practical business solutions; addresses others by name, title or other respectful identifier; and respects the diversity of our workforce in actions, words and deeds.

Non
- Essential Functions:

Maintains historical files and records; assists in special projects or other matters as directed by the Assistant Director of Financial Services.

Drives a vehicle to meetings, workshops and other job-related responsibilities.

Equipment Operated:

PC, laptop, audio-visual controls, calculator, copier, fax, and telephone.

Work Environment:

While performing the duties of this job, the employee is in a climate controlled indoor office and normal outdoor elements.

Desirable

Qualifications:

Graduation from an accredited four-year college or university with major course work in finance, and progressive…