Budget Analyst

Newport Beach, CA - USA

Yearly Salary: $ 58011 - 63003

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

*** 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 ($58011.20 - $63003.20 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

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

Benefits for Full-Time Employees

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.

Required Experience:

*** 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: OperationsFLSA Status: Non-Exempt/HourlyPosition Status: Full-TimeLocation: United States (remote)Work Schedu...