Real Estate Portfolio Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee monthly portfolio schedules, including acquisitions, dispositions, and changes within the single-family rental portfolio.

• Ensure accurate accounting records are maintained at both property and portfolio levels.

• Record and monitor annual replacement reserves along with other adjustments at the portfolio level.

• Act as the main accounting liaison for third-party property management firms.

• Collect, assess, and reconcile monthly financial data, including rent rolls, income statements, trial balances, invoices, and relevant documentation.

• Conduct variance analysis on discrepancies, missing data, and reporting delays to maintain the month-end close schedule.

• Generate monthly portfolio reports and consolidated financial statements for internal leadership.

• Assist with investor reporting, Regulation A reporting obligations, audits, tax preparation, and various financial reporting requirements.

• Collaborate with the President of Real Estate, acquisitions, and finance teams to ensure accurate representation of portfolio activities in financial reports.

• Prepare journal entries, account reconciliations, and supporting schedules during the month-end closing process.

• Identify opportunities to enhance accounting practices, reporting precision, internal controls, and automation.

• Conduct ad hoc financial analyses and reporting to facilitate operational and investment decisions.

• Take ownership of the accuracy and integrity of portfolio financial data, proactively identifying and resolving issues.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• A minimum of 5 years of accounting experience, ideally in real estate, property management, fund accounting, or a REIT.

• Strong grasp of property accounting principles and month-end closing procedures.

• Experience in reconciling and consolidating financial information from various external sources.

• Familiarity with residential real estate portfolios, specifically single-family rentals, is preferred.

• Knowledge of REIT accounting and financial reporting is advantageous.

• Experience with Yardi, AppFolio, Sage, or comparable accounting software is a plus.

• Advanced Excel proficiency, including skills in Pivot Tables, XLOOKUP/VLOOKUP, and financial analysis.

• Exceptional organizational abilities with the capacity to manage recurring monthly deadlines.

• Strong communication skills and confidence in collaborating with both internal stakeholders and external partners.

• Highly analytical with outstanding attention to detail.

• Comfortable operating in a dynamic, fast-paced, entrepreneurial environment where priorities may shift.

• Enthusiastic about developing new processes and contributing to the establishment of a scalable real estate accounting function.

• Must address citizenship/employment eligibility in the application.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching.

• Opportunities for professional development and advancement.

• Flexible work environment and work-life balance initiatives.