Senior Finance Associate

Our client, a national real estate investment and development firm focused on affordable multifamily housing, is seeking a Senior Finance Associate to take ownership of property-level financial operations across a growing portfolio. Reporting to the Finance Manager, you will work hand-in-hand with the third-party property management companies that operate the portfolio - taking in their monthly reporting, validating and cleaning the data, analyzing what it says, and getting it into the company's systems - while owning annual budgets, quarterly valuations, waterfall distributions, and the lender reporting that keeps the portfolio on track. This is a seat for a strong accountant who is ready to step out of a purely accounting role and into analysis.

Key Responsibilities
• Own the financials for the real estate portfolio, including annual budgets, review of the monthly financials prepared by the third-party property management companies, and budget-to-actual analysis
• Receive property-level reporting from the property managers, validate and clean the data, and get it into the company's systems
• Prepare quarterly valuations for all real estate holdings, including normalized net operating income and discounted cash flow models
• Coordinate property-level financial statement audits with the property management companies and outside accounting firms
• Calculate periodic distributions for real estate entities based on the waterfall terms in the underlying partnership agreements and loan documents
• Maintain a quarterly schedule of real estate owned, tracking DSCR, LTV, and other metrics requested by lenders
• Partner with asset management and development to maintain a newly built database of property-level metrics, and help build out automated reporting on top of it
• Provide investment transaction, development fee, and asset management fee calculations to corporate accounting for the quarterly financial statements
• Design, implement, and continually strengthen the policies, procedures, and controls used by the finance team and by the property management companies

What Makes This Position Awesome
• A real step out of pure accounting - valuation, analysis, and portfolio-level thinking, without walking away from your technical foundation
• You build here rather than maintain: the property-metrics database and the automated reporting on top of it are being stood up right now, and this seat helps shape them
• An A-plus team and a genuinely good work environment - that assessment comes directly from the executive who runs the department, not from a job posting
• Hybrid schedule with three days on-site (Monday, Wednesday, Thursday) and two days remote
• Offices in Santa Monica, a short walk from the beach
• A growing, dynamic company where responsibilities expand as the business does - this is not a seat you outgrow in eighteen months
• Mission with a real return attached: affordable housing delivered at institutional scale
• Base salary plus performance-based bonus, full medical / dental / vision for you and your dependents, 401(k) with employer match and immediate vesting, life and disability coverage, generous PTO and holidays, and paid parental leave

Qualifications
• Bachelor's degree in accounting, finance, or business
• 3-5 years of experience in accounting or finance
• CPA license preferred
• Big 4 or national public accounting firm background strongly preferred; audit background strongly preferred
• Real estate and partnership accounting experience preferred
• Exposure to low-income housing tax credits and/or investment management a plus
• Highly proficient in Excel
• Able to manage several projects at once, prioritize the deliverables that matter, and work independently in a growing, entrepreneurial environment
• Strong written and verbal communication, with the judgment to deal with confidential information and the ease to work with every level of the organization and with outside partners

To Apply

Submit your resume in confidence through this posting. All inquiries are handled with strict confidentiality.