Job Description
Budget Analyst
Company: Westport Properties, Inc.
Location: Newport Beach, CA
Salary: $58.01K - $63K/yr
Job Type: Other
Benefits: Medical, Dental, Vision, Life, Retirement, PTO
Posted: 13 hours ago
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: $27.89 - $30.29 per hour ($58,011.20 - $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.
Qualifications
Education / Experience:
- Bachelors 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.