Budget Analyst - Newport Beach, CA

*** 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 · Locat ...

Job description

*** 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: $ $30.29 per hour ($58, $63,003.20 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

• Bachelor�s 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.