Analyst - Financial & Program Planning

Community HousingWorks in San Diego, CA USA

Benefits Offered

Vision, Life, Medical, 401K, Dental

Employment Type


Why Work Here?

“Awesome CEO, award -winning team, great benefits and opportunity for growth!”

Position Objective:

The Business Intelligence team is searching for an Analyst to track, maintain and meet compliance needs for our Grants and continuous funding requirements. This individual will also be responsible for creating and releasing regular reports, both internally and externally. The reports measure the health of the portfolio and help maintain compliance. This individual will be assisting with updating and reporting on existing asset information and real estate in development. Interaction with all internal functions as well as external suppliers of information will be an important part of this role. Adhoc tasks from other Analysts within the team will be crucial to the success of the role.

Essential Duties and Responsibilities:

Duties and responsibilities include the following:

• Create automated processes for the import of data from external databases relevant to internal systems

• Develop metrics for Demographics and Properties Analysis

• Interphase with compliance requirements for external organizations, such as NeighborWorks Reporting Support (Quarterly and Annual)

• Maintain thorough Data Documentation and processes for all reports and analysis

• Assist in generating Real Estate Development Planning Tool on a quarterly basis (DPT)

• Generate Portfolio Statistics Report (Monthly) to include re-design as needed

• Export and Import data from and to the ETO Database on an as-needed basis

• Adapt and become proficient in databases in-house (DPT, SharePoint, and BI internal Property Database)

• Participate in weekly Department meetings and one on ones

• Process, prepare and design a real estate portfolio database

• Assist the department on an as needed basis

Knowledge, Skills and Abilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Identifying historical 12 month trends with real estate asset holdings - such as income, expenses and debt services

· Detailed data review and reporting

· Strong knowledge base in basic statistics and statistical reporting, such as identifying average and medians or area median Income vs. average income

· Ability to query data to match pre-determined needs

· Auditing peer reports

· Able to adapt reporting design in order to meet stakeholders needs.

· Exceptional attention to detail

· Analytical; inquisitive by nature

· Ability to handle large amounts of data and present and interpret

· Self-motivated to assist with department team members autonomously and can plan own workload effectively to make and meet deadlines

· Expert in Microsoft Excel (Vlookup, pivot table, VBA, etc)

· The ability to produce clear, concise, and compelling written reports developed by utilizing critical thinking questions and problem solving skills

Education & Experience:

• Expertise in Excel, PowerPoint, Word, and Outlook

• Familiarity with relational database concepts, Access

• Experience downloading and uploading datasets from external interphases

• Ability to discuss concepts and issues and purpose alternatives within department and with Stakeholders

• Plus to have knowledge of real estate concepts for multi-family properties

• Plus to have knowledge of affordable housing nuances

Community HousingWorks

About Community HousingWorks:

Community HousingWorks (CHW) is a California non-profit organization that has been building and owning affordable apartments that help people and communities move up in the world for nearly 30 years. We are counted among the top 50 affordable housing developers in the nation, with over 3,000 affordable apartments statewide serving low income working families, seniors, and homeless and disabled residents. Many CHW employees say, “It’s the best place I’ve ever worked”. Your work will grow our compassionate community of support, so that CHW onsite programs can provide even more residents with powerful tools for next gen success, financial well-being, health and independence. It all starts with a home.

Company website:

Company address: 2815 Camino Del Rio South #350, San Diego, CA 92108

Posted date: 26 days ago

View all Jobs at Community HousingWorks

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