Budget Analyst

Job Description

Job Title: Budget Analyst
Company: Westport Properties, Inc.
Location: Newport Beach, CA (United States remote)
Remote: Yes
Salary: $58.01K - $63K/yr
Job Type: Other
Benefits: Medical, Dental, Vision, Life, Retirement, PTO
Posted: 13 hours ago
Reports To: Manager of Budgeting and Operations Development
Department: Operations
FLSA Status: Non-Exempt/Hourly
Position Status: Full-Time
Work Schedule: Monday - Friday 8:00 am - 5 pm subject to change based on project assignments/deadlines
Base Pay Range: $27.89 - $30.29 per hour ($58,011.20 - $63,003.20 per year)
Travel: Up to 5% of the time, on approved assignment

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.

• 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.

Education / Experience: 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.

Skills:

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

• 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

Founded in 1985, Westport Properties (WPI) is an owner-operator of self storage, multifamily and industrial properties across the United States. The Company is a fully integrated operator that develops, acquires and manages its portfolio as well as providing third-party management services. As of January 2025, WPI has over 17 million square feet of self storage space under management and its total assets under management is over $3 billion with its US Storage Centers brand as well as over 650 multifamily units while employing over 600 people nationwide.

WPI is a founding partner of the 501(c)3 Kure-It, a non-profit organization that raises money for underfunded cancer research, and Charity Storage, a 501(c)3 that uses vacant storage units to raise money for local charities. To date, Kure-It has raised over $15M and Charity Storage has raised over $1.2M.