Job Title: Budget Analyst
Reports To: Budget Manager
Department: Operations
FLSA Status: Non-Exempt/Hourly
Position Status: Regular, Full-Time
Location: Remote
/Newport Beach, CA
Work Schedule: Monday-Friday - subject to change based on project assignments/deadlines
Base Salary Range: $26.00 to $29.00 per hour, commensurate with experience
Travel: 0-10%
Job Summary
The Budget Analyst position will support the growth and infrastructure of the Operations Department. The primary role of the Budget Analyst is to work with the budgeting team and various corporate departments to put together a complete annual budget for each managed self-storage facility in a timely manner.
Essential Duties & Responsibilities - Responsible for producing complete annual budgets for each managed facility and for corporate departments as needed.
- Required to communicate with various departments including but not limited to Accounting, Finance, Sales Center, Human Resources, Payroll, IT, Marketing, Property Services, Revenue Management, Legal and Insurance in order to extract information to be used within each budget.
- Use information collected from various departments to build a budget for each facility.
- Forecast facility expense, revenue, and cash flow using historical data and current trends.
- Present final budgets to upper management for approval.
- Prepare reforecasts as required.
- Prepare periodic and special reports as needed.
- Other Duties 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
Education / Experience
- High School Diploma is required
- Bachelor’s degree in Finance, Economics, Statistics, Accounting or equivalent from an accredited college or university highly preferred
- Relevant years of work experience may substitute for the degree requirement
- 1-2 years relevant work experience in budgeting or forecasting highly preferred
- Basic knowledge of accounting terms and concepts
Skills
- Proficient in Microsoft Office Suite - Word, Excel, and Outlook with advanced skills in Excel highly preferred
- Comfortable communicating with/interacting with/and disseminating information to managers, directors and upper management
- Ability to understand and convey Company Policies and relevant industry standards
- Ability to handle all Company matters with confidentiality and in a timely fashion
- Ability to analyze and configure data for reporting purposes
- Ability to effectively communicate while exercising diplomacy, sound judgment and tact
- Ability to deal effectively with co-workers, department supervisors and managers, insurance brokers, insurance company representatives, attorneys, and other consultants and/or vendors
- Ability to work flexible hours depending on various departmental project deadlines and/or Company events and sponsored programs
- Excellent written and verbal communication skills
- Excellent organizational skills
- Collaborative team player
- Proactive, self-starter, goal oriented and ability to work independently
- Maintain a positive attitude and composure in a functional support role
- Must maintain and hold a valid State Driver’s License
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 October 2023, WPI has approximately 15.0 million square feet of self storage space under management and its total assets under management is approaching $3.2 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.
At-Will Employment & Equal Opportunity Employer
Westport Properties, Inc. is a parent company of US Storage Centers (USSC) which provides at-will, equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, marital status, disability or genetics. Furthermore, Westport Properties, Inc. expressly prohibits any form of workplace harassment and discrimination based on age, disability, color, genetics, marital status, national origin, race, religion, sex, sexual orientation, or veteran status in compliance with federal, state and applicable local laws governing employment and labor law in every location in which the company conducts business. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
