Explore a career at EAH Housing.
Start or continue a career in real estate development and management with EAH Housing. We are looking for talented and skilled professionals as we expand our property portfolio throughout California and Hawai`i. As a mission-based nonprofit organization and industry leader for more than 50 years, we live up to our values, and work to create opportunities to empower people to live better lives. Join us and make a difference today.
What we offer.
We offer a comprehensive benefits package that includes medical, dental, vision, disability and life insurance, as well as a 403(b) retirement plan with a 5% match. We also offer generous vacation accrual, holiday schedule, and work schedule flexibility.
We believe in work / life balance.
15 days of vacation per year (which increases based on years of service)
10 paid sick days per year
13 paid holiday per year
Flexible Start Times (REM Onsite Positions)
We take care of our employees.
Competitive Salaries
403b Retirement Plan with a match to every dollar you save for retirement, up to 5% of your pay
Employee Wellness Program
Comprehensive Medical Insurance Plans
Affordable Dental & Vision Insurance
Flexible Spending Account
EAP – Mental Health, Financial and Legal Services
$1,500 Employee Referral Program
EAH University, an in-house training program
This position is for a full-time Senior Finance and Budget Analyst to work at EAH Corporate in San Rafael, CA. This is a hybrid remote (2 days in-person/3 days remote) position. Candidates will have a bachelor’s degree in finance, accounting, business, economics, or related field. 7 years of progressively responsible financial analysis/FP&A experience, including ownership of budgeting and forecasting cycles, preferably in affordable housing, real estate development, property operations/asset management. Experience developing executive-level reporting packages and dashboards (Power BI and with Power Query strongly preferred). Salary range: $80,000 - $130,000 per year; hiring range for new employees is generally $80,000 - $105,000 per year, DOE. Please note an offer will take into consideration the experience of the final candidate and the current salary level of individuals working at EAH in a similar role.
COMPANY OVERVIEW
EAH Housing has been developing, managing and promoting affordable housing since 1968. We are one of the largest and most respected nonprofit housing development and management organizations in the western United States. With a staff of over 450, EAH develops multi-family housing, manages over 100 properties in California and Hawaii, and plays a leadership role in local, regional and national housing advocacy efforts.
At EAH, we put our core values into action on a daily basis. We recognize that training is a critical investment in the success of our employees and in the continued excellence of EAH. Please visit our website to learn more about our culture and read employee comments to learn more about what it would be like to work at EAH.
For immediate consideration please apply to requisition SENIO004360 on our website at www.eahhousing.org/careers (http://www.eahhousing.org/)
POSITION OVERVIEW
Acting on own initiative and under general supervision, owns EAH’s enterprise-wide budgeting and forecasting processes and provides specialized analytical research and support to multiple EAH departments in a fast-paced work environment. Serves as the single point of accountability for budget cadence, forecast governance, and enterprise KPI reporting. Owns the organization-wide budget process, establishes forecasting and variance analysis rhythms, and develops outcome-oriented reporting that links resources to results. Functions as the point person for executive-level finance dashboards and reporting packages using Power BI and related tools to deliver clear, decision-ready insights. Assists with the property budget process as needed. Supports Real Estate Development project managers by assisting with pro forma processes, sensitivity analysis, and standardization of assumptions and outputs as requested. This position is characterized by a high degree of initiative, responsibility, accountability, and ability to work congenially with a wide variety of individuals, community-based organizations, and governmental entities.
RESPONSIBILITIES
- Enterprise-Wide Budget Ownership: Owns and drives the annual organization-wide budget process including calendar management, templates, instructions, assumptions, department support, consolidation, review cycles, and final presentation materials.
- Forecasting and Reforecasting: Owns monthly/quarterly forecast cycles; maintains rolling forecasts as appropriate; coordinates updates with department leaders; ensures budget-related deliverables are accurate, timely, and decision-ready.
- Variance Analysis and Corrective Action: Completes analysis of monthly, quarterly, and annual operating results for EAH Corporate and portfolio-related functions; identifies drivers of variance; partners with department heads and the Executive Team to develop corrective action plans as needed.
- Outcome-Oriented Budgeting: Develops budget narratives and performance metrics that connect spending to program/portfolio outcomes; standardizes KPI definitions, data sources, and reporting protocols.
- Executive Reporting – Development (Owner): Owns executive-level reporting for the Real Estate Development, including dashboards and reporting packs that provide visibility into pipeline, milestones, financing status, predevelopment spend, sources/uses summaries, and risk/issue tracking.
- Power BI Dashboards and Automation: Designs, builds, and maintains Power BI dashboards and data models; creates automated refresh processes (Power Query or other methods); ensures data integrity, governance, and reproducibility of executive reporting.
- Property Budget Process (Initial Support to Increased Ownership): Assists REM/Asset Management with the annual property budget cycle by coordinating templates, timelines, assumptions support, roll-ups, and review materials; progressively assumes increased responsibility for driving workflow standardization, quality control, training, and continuous improvement.
- Portfolio and Benchmark Analytics: Creates reporting tools for reviewing management portfolio benchmark performance; identifies opportunities for improvement; supports enhanced Executive Team review and analysis of Watch List properties and properties outside established benchmarks.
- Data and Systems Integration: Utilizes Yardi and other internal systems to build consistent data sets for budgeting, forecasting, and KPI reporting; develops controls and documentation supporting “single source of truth” reporting.
- Development Pro Forma Support (Assist Role): Works with Real Estate Department (RED) and project managers to assist in pro forma and long-term financial planning as requested, including scenario/sensitivity analysis, validation of assumptions, and standardization of model outputs.
- Cross-Functional Partnership and Influence: Serves as a senior finance partner to department leaders; identifies budget drivers, constraints, and risks; drives accountability to deadlines and standards without direct authority.
- Presentation and Communication: Prepares executive-ready summaries and presentations for Executive Team and other stakeholders; translates complex financial results into clear, concise narratives.
- Continuous Improvement: Refines budgeting procedures, workflow, and reporting cadence; recommends process, template, and control improvements to increase accuracy, speed, and transparency.
- Research and Special Projects: Undertakes research projects as requested; maintains supporting files, documentation, and process guides; supports CFO/Executive Team on special projects and assignments.
- Complies with all EAH safety guidelines and policies.
- Actively participates in EAH’s Injury and Illness Prevention Plan.
- Regular and predictable attendance.
- Other duties as assigned.
SUPERVISORY RESPONSIBILITIES
This position has no direct supervisory responsibilities. May provide functional guidance, training, and support to peers and cross-departmental contributors during budget cycles and reporting initiatives.
QUALIFICATIONS
Bachelor’s degree in Finance, Accounting, Business, Economics, or related field. 7 years of progressively responsible financial analysis/FP&A experience, including ownership of budgeting and forecasting cycles, preferably in affordable housing, real estate development, property operations/asset management. Experience developing executive-level reporting packages and dashboards (Power BI and with Power Query strongly preferred).
OTHER REQUIREMENTS
- Must have access to reliable transportation. Must have a valid California Driver’s license and proof of automobile insurance.
- Ability to maintain confidentiality and handle sensitive information with discretion.
CRIMINAL BACKGROUND CHECK REQUIREMENTS
EAH Housing conducts criminal background checks on all candidates who have received a conditional job offer. Once you have received such an offer, you will be required to submit and pass our criminal background requirements. EAH also verifies education and employment history. Any verified discrepancy (resume or online application) may delay your background check results and/or affect your eligibility to work at EAH. Please be advised that certain roles may also require fingerprinting due to legal requirements. If onsite housing is a requirement of the position, any household members over 18 years of age who will be living onsite with the candidate must also undergo a criminal background check and tenant screening. Satisfactory completion of background check and fingerprinting requirements is a requirement of employment with EAH.
DRUG TESTING
EAH Housing requires all candidates who have received a conditional job offer to submit to drug testing within 72 hours from acceptance of our job offer. EAH Housing does not test for marijuana/cannabis. Satisfactory completion of drug testing is a requirement of employment with EAH.
EAH Housing is an EEO employer. CA BRE #00853495 | HI RB - 16985
INDEAH
Required
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Experience developing executive-level reporting packages and dashboards (Power BI and with Power Query strongly preferred).
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7 year(s): Progressively responsible financial analysis/FP&A experience, including ownership of budgeting and forecasting cycles, preferably in affordable housing, real estate development, property operations/asset management.
Required
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Bachelors or better in Finance or related field
Preferred
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Team Player: Works well as a member of a group
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Leader: Inspires teammates to follow them
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Functional Expert: Considered a thought leader on a subject
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Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
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Dedicated: Devoted to a task or purpose with loyalty or integrity
Preferred
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Goal Completion: Inspired to perform well by the completion of tasks
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Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
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Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business
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Financial: Inspired to perform well by monetary reimbursement
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Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
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Self-Starter: Inspired to perform without outside help
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
