Financial Trainer

Position Summary

The Financial Trainer is responsible for leading the organization’s financial strategy for operations, serving as a subject matter expert and advisor whose work directly impacts financial accuracy, forecasting, and operational decision-making across the portfolio. This role requires expertise in areas such as reclass and accruals, variance reporting, cash analysis, revenue forecasting, budgeting, and rent roll analysis.

Responsibilities

• Develop and curate financial training materials for operations, ensuring relevance to required deliverables that Operations completes for monthly, quarterly, bi-annual, and annual financials for our client partners.
• Conduct in-person and virtual training sessions including workshops and hands-on learning, for Community Managers, Regional Managers, and Regional Vice Presidents, on key financial concepts such as monthly financial reporting, cash analysis, revenue forecasting, budget performance, and real-world financial scenarios related to multifamily housing.
• Collaborate with Operations, Accounting, L&D, and Performance Leadership to identify training needs and tailor programs to address specific operational challenges and objectives.
• Utilize data analytics and performance metrics to assess the effectiveness of training programs and make improvements as necessary.
• Stay updated on industry trends, financial regulations, and best practices to provide the most current training content.
• Conduct training sessions at various locations, ensuring consistent training delivery across the organization.
• Interpret financial policies, accounting guidelines, and operational standards to develop training content that ensures consistent application across regions.
• Determine financial competencies required for operational leadership roles.
• Independently evaluate gaps in financial acumen and prioritize training initiatives based on business risk and performance impact.
• Make recommendations that influence operational financial practices, mitigate financial risk, and improve budget adherence and forecasting accuracy across the portfolio.
• Serve as a trusted financial training advisor to Regional and Executive Operations leadership, influencing how financial results are interpreted and acted upon across the portfolio.
• Operate with substantial autonomy in planning, prioritizing, and executing training initiatives, receiving direction primarily in the form of organizational goals rather than specific instructions.

Qualifications

• Bachelor's degree in accounting, finance, or a related field. Experience may substitute for education.
• Two to three years of experience in financial operations within the multifamily industry.
• Knowledge of multifamily financial operations, including monthly financial reporting, cash analysis, revenue forecasting, NOI drivers, and budgeting processes.
• Skilled in financial analysis and with proficiency in financial modeling and forecasting.
• Skilled in training & facilitation to deliver engaging, effective in-person and virtual sessions.
• Skilled in communication, with the ability to convey complex financial concepts in an understandable manner.
• Skilled in developing training materials and curriculums tailored to diverse audiences.
• Ability to anticipate operational needs, adapt effectively, and continuously update knowledge and skills.
• Ability to manage time independently to meet business objectives, including travel and training demands.
• Ability to tailor training content to different roles.
• Ability to build trust and rapport across field and corporate teams.

Physical Requirements

• May be required to sit or stand for extended periods of time.
• Must be able to read documents, computer screens, and data.
• Must be able to hear and understand verbal communications in person and over the phone or computer.
• May occasionally be required to lift or carry items such as files or office supplies weighing up to 15 pounds.
• Must be able to operate a computer, keyboard, mouse, and other office equipment.

Work Environment

• This is a hybrid role, requiring the associate to work in one of our corporate or regional offices 4 days per week.
• The office is an open setting which may include bright lights, constant noises, and distractions.

Company Information

• Join RPM Living and experience exceptional benefits designed to enhance your life.
• Weekly pay for all associates working onsite at an apartment community.
• Comprehensive healthcare coverage available for all full-time, regular associates.
• Employer-paid employee assistance, mental health, and wellness programs.
• Ancillary benefits including critical illness, hospital indemnity, and accident insurance.
• 401(k) with robust company match.
• Opportunities for professional development, career growth, and role-based learning plans.
• Diversity, Equity, Inclusion and Belonging (DEIB) and multiple Employee Resource Groups (ERG).
• Paid time off plus floating holidays and volunteer days.
• Discounted Perks (Costco membership, movie tickets, health & wellness, entertainment & travel discounts).