Financial Manager/Portfolio Manager

DescriptionWe are looking for an experienced Financial Manager/Portfolio Manager to support strategic finance activities across a real estate investment and property management portfolio. This position works closely with senior leadership to translate financial results into forward-looking recommendations, support investment decisions, and strengthen portfolio performance. The role offers a blend of planning, analysis, reporting, and transaction support within a collaborative and growth-oriented environment.Responsibilities:• Direct portfolio budgeting, rolling forecasts, and multi-year financial planning to help leadership set priorities and measure performance.• Build and refine complex financial models used to assess acquisitions, refinancing strategies, capital projects, and other major business initiatives.• Review operating and investment results by examining occupancy trends, revenue drivers, expense patterns, cash flow, and return metrics across assigned assets.• Create clear reporting materials for executives, lenders, board stakeholders, and investors that clearly communicate financial results and business outlook.• Contribute to acquisition efforts through underwriting, financial due diligence, valuation review, and coordination of post-close financial integration activities.• Collaborate with asset management, operations, and accounting teams to identify opportunities that enhance profitability and increase asset value.• Perform in-depth variance analysis to explain performance shifts and recommend actions that improve efficiency and reporting accuracy.• Assess financing structures, capital spending plans, and investment scenarios to support sound decision-making and resource allocation.• Lead finance-related special projects, including reporting enhancements and process automation initiatives using advanced Excel and financial systems.For immediate and confidential consideration please call Jeff Sokolowski directly at View phone number on click.appcast.io or apply directly today. Requirements• Bachelor’s degree in Finance, Accounting, or a related discipline.• At least 5 years of progressive experience in financial planning and analysis, corporate finance, portfolio management, investment analysis, real estate finance, or public accounting.• Advanced Excel capabilities, including financial modeling, pivot tables, scenario analysis, complex formulas, and management of large datasets.• Background working with property management or real estate finance platforms such as Yardi, RealPage, Entrata, or similar systems is strongly preferred.• Demonstrated ability to present financial insights to senior leaders, lenders, investors, or ownership groups.• Strong analytical thinking, communication skills, and executive-level business partnering ability.• Experience with business intelligence or data visualization tools such as Power BI or Tableau is a plus.Job typePerm