Senior Manager, Real Estate Finance & Asset Management
The Equus Group
Senior Manager, Real Estate Finance & Asset Management
About the Job
Our client, a real estate owner, developer, and manager based in the northern suburbs of Chicago, is looking to add a Senior Manager, Real Estate Finance & Asset Management to their team. This is a broad, hands-on position that will oversee many of the financial and administrative functions across the company's real estate portfolio and corporate operations.
This individual will have a hand in nearly every financial aspect of the business, from lender and investor reporting, loan compliance, budgeting, and treasury to insurance, real estate taxes, transaction support, and entity administration. This is an opportunity for someone who enjoys variety, takes ownership, and is comfortable balancing multiple responsibilities in a small, collaborative environment.
Key Responsibilities:
- Oversee lender reporting, loan and covenant compliance, reserve analyses, escrow accounts, loan payments, and ongoing communication with lenders and servicers.
- Manage monthly, quarterly, and annual reporting for institutional property owners and joint venture partners. Support fund tracking, capital calls, distributions, and quarterly investor reporting.
- Lead property-level and corporate budgeting, including revenue, capital, and cash flow projections, working closely with the Asset Manager and Property Managers.
- Coordinate property funding, prepare and initiate wires, monitor cash needs, and manage scheduled funding activities in accordance with established approval processes.
- Oversee corporate and property insurance renewals, coordinate with brokers on claims and lender inspections, and work with tax consultants on property tax bills, appeals, and projections.
- Support acquisitions, dispositions, and refinancings, including reviewing loan and purchase documents, prorations, settlement statements, and coordinating closing activity with outside accounting partners.
- Manage the relationship with the outside CPA firm, reviewing monthly financials, year-end reporting, tax returns, K-1s, and other deliverables.
- Oversee annual reporting and compliance for approximately 80 active legal entities across multiple states, along with shareholder minutes, entity formations, and dissolutions.
- Handle quarterly employee benefit chargebacks to properties and assist with additional financial and administrative needs as they arise.
Qualifications:
- 8–15 years of relevant experience in commercial real estate finance, accounting, or asset management, ideally with a real estate owner, developer, or sponsor.
- Bachelor's degree required.
- Strong understanding of lender reporting, loan compliance, and financial reporting to institutional owners or third-party partners.
- Experience managing multiple legal entities and financial reporting across a real estate portfolio.
- Proficiency with Yardi Voyager or a comparable real estate accounting system.
- Experience managing outside accounting firms and reviewing financial statements and reporting packages.
- Exposure to acquisitions, dispositions, refinancings, joint venture reporting, insurance, or real estate taxes is a plus.
- Strong organizational skills, attention to detail, and the ability to manage competing priorities across multiple areas of responsibility.
- Comfortable taking ownership, working independently, and stepping in wherever needed in a small-team environment.
The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion, or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
$200k - $275k
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