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Financial Analyst Real Estate Investment Firm REMOTE POSITION

Who Are We?

Investment Property Group is a dynamic private real estate investment and management firm headquartered in Park City, Utah, with additional offices in California, Minnesota, and Oregon. We own and operate a diverse portfolio of Multifamily, Manufactured Home, and RV communities nationwide, continuously expanding our portfolio through strategic acquisitions, renovations, and superior management practices.  

At Investment Property Group, integrity is at the core of everything we do. We pride ourselves on honesty, transparency, and accountability – celebrating successes and learning from our challenges. We are committed to supporting our team members through exceptional employee engagement, professional development, and a culture rooted in integrity and accountability. Join our team and help lead our HR strategy as we set new benchmarks in the industry, ensuring that our people thrive, and our communities remain places our residents are proud to call home.
 

What’s in it for you?

  • $90,000 annually
  • Medical, Dental, Vision, 401K, Life Insurance, 4 Weeks PTO, Health Savings Account, Referral Program
  • Schedule: Monday – Friday; 100% remote position
  • Awesome Company Culture!
     

Position Summary:

We are seeking a dedicated Financial Analyst to join our real estate investment team at our office located in Irvine, CA. This position works closely with leadership to establish tools, data sets, and standard reports to support department needs. The candidate must have the ability to logically think through an issue and create a new or enhance an existing process. The successful candidate is an innovative thinker who can be presented with a small idea or problem and turn it into actionable solution.

Responsibilities:

  • Design, create and deliver timely and accurate standard periodic reporting and ad-hoc reporting on various operational and financial metrics, providing analysis and interpretation as required
  • Assist with the preparation and review of monthly and quarterly operational and financial reporting packages
  • Analyze current and historical financial results, perform variance analysis of key metrics, identify trends, and recommend actions
  • Support senior leadership team and department leaders with in-depth analysis
  • Assist with the preparation of the annual operating budget 
  • Prepare, analyze, and distribute budget vs. actual results
  • Develop and track key operational and financial performance metrics against the company’s strategic objectives
  • Assist in the revenue and cost analysis process; provide trends and forecasts; explain variances; and recommend actions
  • Assist in various efforts to improve the efficiency surrounding the data collection and reporting by developing automated processes and applications
  • Participate on special projects and perform other tasks as assigned
  • Cross-trained in duties as assigned

Qualifications:

  • Demonstrate a high level of attention to detail
  • Demonstrate intellectual curiosity and highly analytical
  • Desire to utilize analytical skills in order to use the data to tell a story
  • Demonstrated problem solving and decision-making skills
  • Demonstrated strategic and creative thinking ability
  • Proven team player with the ability to guide and influence cross-functional teams
  • Ability to effectively organize and prioritize multiple tasks
  • Excellent communication skills both written and verbal

Skills/Software:

  • Advanced computer skills (VBA, SQL)
  • Internet research
  • Microsoft Word and Excel

Check out our Company and Community reviews!

https://www.ipgliving.com/careers

https://www.ipgliving.com/resident-testimonials

If you are interested in having quick chat about this position, click apply now and we will reach out to you shortly!

Requirements

  • Bachelor’s degree in Finance, Economics, Accounting, Business, or related field.
  • 1-3 years of experience as a financial analyst for affordable housing, asset management, financial analysis, or related field is preferred
  • Exposure to financial reporting, budgeting, or forecasting
  • Knowledge of Yardi and Real Estate industry and terminology is preferred

  • Medical, Dental, Vision, 401K, Life Insurance, 4 Weeks PTO, Health Savings Account, Referral Program
  • Awesome Company Culture!

Average salary estimate

$90000 / YEARLY (est.)
min
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$90000K
$90000K

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What You Should Know About Financial Analyst Real Estate Investment Firm REMOTE POSITION, Investment Property Group

At Investment Property Group, we’re excited to welcome a new Financial Analyst to our real estate investment team! As a dynamic private real estate investment and management firm based in Park City, Utah, with additional offices throughout California, Minnesota, and Oregon, we believe in integrity and our commitment to excellence shines through in everything we do. In this fully remote position, you’ll work closely with our leadership team to create impactful tools and reports that will guide decision-making across our diverse portfolio of Multifamily, Manufactured Home, and RV communities. You’ll be instrumental in preparing accurate financial reports, analyzing trends, and devising actionable solutions to enhance our practices. Do you love diving deep into data to tell compelling stories? Then this role is perfect for you! With a salary of $90,000 annually, plus comprehensive benefits including medical, dental, vision, and generous PTO, we foster a culture that celebrates creativity and teamwork. If you’re a detail-oriented and analytical thinker ready to make a significant contribution while enjoying the perks of a remote working environment, we invite you to apply and join our journey at Investment Property Group!

Frequently Asked Questions (FAQs) for Financial Analyst Real Estate Investment Firm REMOTE POSITION Role at Investment Property Group
What are the responsibilities of a Financial Analyst at Investment Property Group?

As a Financial Analyst at Investment Property Group, your responsibilities will include creating and delivering timely and accurate financial reports, assisting in the preparation of the annual operating budget, analyzing historical financial results, and providing insights and recommendations based on your findings. You'll work closely with our leadership team and cross-functional departments to support strategic decision-making and improve operational efficiencies.

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What qualifications do I need to become a Financial Analyst at Investment Property Group?

To apply for the Financial Analyst position at Investment Property Group, candidates should have a Bachelor's degree in Finance, Accounting, Economics, or a related field. A minimum of 1-3 years of relevant experience in financial analysis or asset management is preferred. Familiarity with financial reporting and tools like Yardi, along with advanced skills in Excel and VBA, will be beneficial for success in this role.

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What skills are essential for a Financial Analyst working remotely at Investment Property Group?

For a Financial Analyst role at Investment Property Group, strong analytical skills are essential. You should demonstrate creativity in problem-solving and strategic thinking. Additionally, excellent written and verbal communication skills are necessary to collaborate effectively with team members and present findings. Being detail-oriented and having the ability to prioritize multiple tasks in a remote setting will help you thrive in this environment.

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What is the company culture like at Investment Property Group for Financial Analysts?

Investment Property Group prides itself on a vibrant company culture that values integrity, accountability, and employee engagement. As a Financial Analyst, you will join a collaborative team that encourages professional development and innovative thinking. The company also places a strong emphasis on work-life balance and supports its employees with comprehensive benefits and a healthy work environment.

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How does the Financial Analyst role impact the operations at Investment Property Group?

The Financial Analyst role at Investment Property Group plays a crucial part in assessing the financial health of our operations. By utilizing data analysis to drive insights into budgeting, forecasting, and reporting, you will help the leadership team make informed decisions that enhance overall performance and strategic growth within our diverse real estate portfolio.

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Common Interview Questions for Financial Analyst Real Estate Investment Firm REMOTE POSITION
How do you approach financial reporting and analysis as a Financial Analyst?

In your response, you should emphasize your systematic approach to financial reporting and data analysis, explaining how you gather relevant data, assess its accuracy, and utilize it to drive actionable insights. Mention any tools or methodologies you've used, like Excel or financial modeling software, to prepare reports effectively.

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Can you explain a time you identified a financial trend and how you acted on it?

Share a specific example that showcases your analytical skills. Describe how you noticed a trend in financial data, the analysis process you undertook, and the actions you proposed or implemented, highlighting the positive outcomes that resulted from your recommendations.

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What software and tools are you proficient in as a Financial Analyst?

Mention the financial tools you are familiar with, such as Excel, SQL, or Yardi, and explain your proficiency level in each. Discuss how these tools have aided you in financial analysis and reporting tasks, and emphasize your willingness to learn new technologies to enhance your skills.

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How do you ensure accuracy in your financial analyses?

Discuss your techniques for ensuring accuracy, like double-checking calculations, cross-referencing data from multiple sources, and utilizing automation tools. Highlight any past experiences where accuracy was crucial to the payroll or financial reporting process.

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Describe your experience with budgeting and forecasting.

Talk about specific budgeting or forecasting projects you have managed or participated in, detailing your methods for gathering data, making projections, and tracking results against benchmarks. Give examples of the impact these efforts had on your team's performance.

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How do you handle tight deadlines in your work as a Financial Analyst?

Explain your time management strategies, such as prioritizing tasks, breaking larger projects into manageable parts, and using project management tools to keep track of deadlines. Share a relevant experience where you successfully met a challenging deadline.

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What role do you believe a Financial Analyst plays in a real estate investment firm?

Your answer should reflect your understanding of the financial analyst's role in strategic decision-making, providing insights on market opportunities, and assisting with risk management. Emphasize the importance of data-driven decision-making in a real estate context.

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How do you communicate complex financial information to non-financial stakeholders?

Discuss your strategies for simplifying complex financial data into understandable terms. Mention using visual aids, clear language, and focusing on key insights that impact the stakeholders’ decisions. Provide an example of how you've successfully conveyed intricate financial concepts in the past.

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What is your experience in conducting variance analysis?

Share your understanding of variance analysis, describing the process you use to compare actual outcomes against forecasts and your experience in identifying the reasons for significant deviations. You could also describe a scenario where you provided strategic recommendations based on your analysis.

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How do you stay updated on industry trends impacting real estate investment?

Emphasize the importance of continuous learning and professional development. Mention the resources you use to stay informed, such as industry publications, webinars, networks, and forums, and how this knowledge enhances your effectiveness in the Financial Analyst role.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 20, 2025

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