M&A Analyst/Associate focusing on renewable energy transactions, from analysis to closing. Collaborating on financial modeling and working closely with clients and senior consultants in a hybrid role.
About the role
- Subject matter expert in operating expense reconciliation processes within Training & Development group, managing annual CAM reconciliations and software database accuracy.
Responsibilities
- Respond to operating expense reconciliation inquiries from the field
- Develop and implement training documents related to annual CAM reconciliations
- Manage and maintain accuracy of multiple software databases as it relates to recoveries
- Execute and perform the lease administration process; to include abstracting and auditing leases as they relate to annual recoveries
- Lead and conduct audits of past and current year annual recoveries
- Report audit findings to leadership and/or the client to recommend correction and help determine corrections
- Review existing recoveries in conjunction with lease requirements and ensure back up documentation is in place
- Identify and track variances in final recovery dollar amounts
- Troubleshoot Yardi issues by determining appropriate resolution path, implementing the solution, and solving the problem
- Manage and maintain file retrieval/storage
- Establish task priorities and create schedules for department objectives
- Communicate frequently with field personnel
- Serve as resource and become subject matter expert in the field of annual recoveries
- Remain educated and up-to-date with multiple software platforms in order to support field personnel
- Train new and existing associates in annual recoveries; review work and/or serve as a mentor to new associates
- Find and fix formula errors in others Excel recovery workbooks
- Calculate estimated CAM expenses based on current year budgets and recovery profiles
- Assist in completing other tasks within the department when additional resources are needed
Requirements
- Bachelor Degree; Business Administration, Accounting or related discipline
- 2+ years relevant work experience
- Knowledge of Yardi & Kardin
- Proficiency with Microsoft Office Suite particularly Excel
- Excellent verbal and written communication skills
- Ability to learn multiple software platforms
Benefits
- health, vision, and dental insurance
- flexible spending accounts
- health savings accounts
- retirement savings plans
- life and disability insurance programs
- paid and unpaid time away from work
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