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Tricon Residential

Senior Financial Data Analyst

Reposted 23 Days Ago
In-Office
Tustin, CA
101K-168K Annually
Mid level
In-Office
Tustin, CA
101K-168K Annually
Mid level
The Senior Financial Data Analyst transforms financial data into insights, enhances reporting processes, collaborates across teams, and supports strategic decision-making.
The summary above was generated by AI

Tricon is an owner, operator and developer of single-family rental homes in the U.S. and multi-family apartments in Canada. Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon’s culture and business philosophy. We provide high-quality rental housing options for families across the United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams. Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage.

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.
At Tricon Residential, we consistently out-care in the service of our residents. This role plays a critical part in ensuring thoughtful, data-driven financial decisions that support operational excellence and long-term growth.
The ideal candidate is a logical and innovative thinker who can take a small idea or problem and turn it into a scalable, actionable solution. They are process-oriented, analytically rigorous, and motivated to continuously improve systems and workflows.

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

Qualifications:
  • 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 - $167,510.00

At 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.

Top Skills

Bi Tools
Excel
SQL
Yardi

Tricon Residential San Francisco, California, USA Office

260 California St, San Francisco, California, United States, 94111

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