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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.
Job Responsibility:
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
Requirements:
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
Candidates must be authorized to work in the United States without sponsorship
Nice to have:
CPA desirable
Experience specifically in Real Estate Accounting is a plus