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Budget Analyst

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Westport Properties, Inc.
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 58011 - 63003 USD Yearly USD 58011.00 63003.00 YEAR
Job Description & How to Apply Below

Overview

This is an entry-level position. Please review the listed pay range before applying.

Job Title: Budget Analyst

Reports To: Manager of Budgeting and Operations Development

Department: Operations

FLSA Status: Non-Exempt/Hourly

Position Status: Full-Time

Location: United States (remote)

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

Job Summary

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.

Essential Duties & 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
Qualifications

Education / Experience

  • Bachelor’s 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
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
About Westport Properties

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.

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