Job Description
The Senior Financial Data Analyst is a strategic partner, transforming complex financial and operational data into actionable insights that drive business performance. This role combines strong accounting expertise with advanced analytical capabilities to enhance reporting, improve processes, and support informed decision-making across the organization.Essential Duties and Responsibilities include the following but are not limited to the job specifications contained herein. Additional duties or job functions that can be performed safely may be required as deemed necessary by supervisory personnel.
Serve as a key partner in the monthly close and reporting processes, collaborating with cross-functional accounting teams to gather inputs and analyze data to monitor company and departmental KPIs
Lead the design and enhancement of automated reporting workflows using advanced data tools (e.g., Excel modeling, ETL processes, BI platforms) to improve efficiency and reduce manual intervention
Develop, automate, and maintain financial reporting packages to support monthly, quarterly, and annual close cycles, ensuring accuracy, consistency, and timeliness
Collaborate cross-functionally with Property Accounting, Accounts Payable, Accounts Receivable, and IT to maintain data integrity, troubleshoot reporting issues, and ensure alignment across systems
Develop and present operational and economic models that inform strategic decisions and business planning
Design and manage dashboards and reporting tools that deliver timely, actionable financial and operational insights
Provide clear, data-driven recommendations to senior leadership to support informed decision-making
Contribute to business case development, special projects, and ad hoc financial analyses
Continuously evaluate and improve data collection methods, reporting processes, and analytical workflows to enhance efficiency and accuracy
Cross-train and collaborate with other analysts to strengthen team capabilities and promote knowledge sharing
Bachelor’s degree in Finance, Accounting, Economics, or a related field
3+ years of progressive experience in accounting or financial analysis
Advanced Excel skills, including financial modeling and complex data analysis
Strong analytical and data interpretation skills, with experience in data analysis and data mining
Excellent organizational skills, with the ability to manage multiple priorities in a fast-paced environment
Strong communication and presentation skills, with the ability to translate complex data into clear, actionable insights
Demonstrated ability to collaborate across functions and influence decision-making through data-driven recommendations
Preferred Attributes:
Advanced degree (e.g., MBA, MS Finance, or related field)
Experience with data automation, scripting, or ETL processes
Experience with BI tools (e.g., Power BI, Tableau)
Experience with SQL
Familiarity with the real estate industry
Experience with Yardi or similar ERP systems
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, including:
Frequently required to sit, talk, and hear.
Frequently required to stand and move; use hands to grasp, squeeze, finger, handle, and feel; reach, push, and pull with hands and arms; occasionally required to twist; reach overhead; stoop, kneel, squat, bend, and crouch.
Occasionally lift, carry, and move up to 10 pounds.
Vision abilities required by this job include close vision, distance vision, and depth perception.
#LI-Hybrid
Salary Range
Placement within this compensation range will be determined by the candidate's knowledge, experience and skills.
$100,510.00 - $167,510.00At Tricon, we are committed to creating a workplace where every individual is valued for their unique contributions, experiences, voices, and backgrounds. By embracing these principles, we aim to positively impact our business and the communities we serve, creating a lasting legacy where everyone can thrive.
Senior Financial Data Analyst • Tustin, CA
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