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PathStone Corporation Financial Analyst - PM & RED in Rochester, New York

Summary Purpose for the Position:

The Financial Analyst is responsible for analysis and reporting of financial activities. Works directly with department managers to identify and resolve financial accounting, reporting, and budget discrepancies. Provides comprehensive accounting and fiscal oversight. The position is responsible for audit preparation, budget preparation, and provision of fiscal technical assistance to program managers and field staff.

Requirements (Education, Experience, Certification, Knowledge, Skill):

Bachelor's degree in Finance or Accounting, and five or more years’ experience in accounting preferred.

Advanced information-processing skills with the ability to research and analyze information from a variety of sources, advanced experience with computer spreadsheets.

Familiar with Microsoft Office suite and Adobe.

Yardi familiarity valued highly.

Position Responsibilities:

Designs financial reports and spreadsheets as needed.

Identifies trends and variances, resolves budgeting discrepancies and assists with year-end projections and reports for year-end fiscal meetings.

Problem solves financial issues for department managers.

Develops operating budgets for department cost centers, account analysis, financial reporting, and error correction.

Performs analyses necessary to ascertain integrity of accounting data, account balances and timeliness of reports.

Makes day-to-day interpretations and decisions on financial transactions.

Reviews budgets and monitors expenses. Bank Reconciliations.

Prepares financial records for audit. Utilization of Yardi for data extraction/retrieval/reporting.

Works with Property Management staff regarding deposits, invoices, bill payments and tenant ledgers.

Performs all other duties as assigned.

Transportation Requirement:

Position does not requires automobile, driver’s license and insurance.

Hybrid work schedule between virtual and in-person at office available.

Last Updated: 03/26/2024

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