Portfolio Finance & Operations Manager

Support the financial operations, reporting processes, and portfolio coordination activities for Community Preservation Partners’ operating portfolio. This role assists with portfolio financial reporting, cash flow coordination, audit and tax support, insurance and claims coordination, outsourced resource oversight, data consistency across financial and operational platforms, and process improvement initiatives.

Responsibilities

• Support portfolio cash flow tracking, financial reporting, and distribution coordination processes.
• Assist with monitoring portfolio financial performance and identifying variances, reporting issues, and operational inconsistencies.
• Prepare recurring portfolio reporting and assist with executive-level financial summaries and supporting schedules.
• Support tracking of accrued fees, distributions, and other portfolio-level financial activity.
• Coordinate with Accounting, Asset Management, and Development teams to maintain accurate and consistent portfolio reporting information.
• Assist with improving organization and consistency of portfolio reporting processes and supporting documentation.
• Assist with maintaining data consistency and reporting integrity across CPP financial and operational platforms, including coordination with third-party resources and reporting support providers.
• Improve financial and operational reporting workflows to reduce manual processes and improve efficiency.
• Maintain standardized reporting templates, schedules, reconciliations, and supporting documentation.
• Support reporting automation and process improvement initiatives across portfolio and finance-related reporting functions.
• Maintain accurate financial and operational data across reporting systems, files, and shared reporting tools.
• Coordinate recurring reporting timelines, deliverables, and information requests across departments and external parties.
• Identify opportunities to improve organization, workflow coordination, and reporting consistency.
• Support implementation of process improvements, automation tools, and emerging technologies, including AI-enabled reporting and workflow solutions.
• Assist with coordination of annual insurance renewal processes in partnership with the CFO, insurance brokers, and outsourced risk management resources.
• Track insurance coverage information, claims activity, renewals, and related documentation across the operating portfolio.
• Coordinate with outsourced claims administrators, brokers, consultants, adjusters, and internal teams regarding insurance-related requests and claim activity.
• Support oversight of third-party insurance and risk management resources to help ensure timely communication, resolution, and reporting.
• Maintain organized records and reporting related to portfolio insurance coverage, claims activity, and risk exposure.
• Coordinate collection and organization of information needed for annual audits and tax return preparation.
• Track deliverables, timelines, and information requests from external auditors, tax preparers, consultants, and other service providers.
• Maintain organized supporting documentation for financial, audit, tax, and compliance-related reporting.
• Support preparation and coordination of recurring financial and operational reporting for lenders, investors, and other stakeholders.
• Improve organization, communication, and process coordination across internal teams and external service providers.
• Assist the CFO in identifying opportunities to improve efficiency through the use of outsourced resources and third-party service providers.
• Support implementation, coordination, and ongoing oversight of outsourced operational and reporting-related functions.
• Serve as a primary day-to-day contact for select external consultants, vendors, and service providers.
• Monitor deliverables, timelines, responsiveness, and reporting quality to help ensure service expectations are met.
• Improve accountability, organization, and workflow coordination across outsourced and internally managed processes.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 4–7 years of experience in finance, accounting, portfolio operations, asset management support, or related real estate functions.
• Strong analytical, organizational, and problem-solving skills.
• Experience working with real estate operating portfolios preferred, ideally affordable housing or multifamily.
• Strong Excel and financial reporting skills.
• Experience with Yardi and other financial/reporting systems preferred.
• Ability to manage multiple projects and deadlines with strong attention to detail.
• Strong communication and coordination skills.
• Experience coordinating with third-party vendors, consultants, or outsourced service providers preferred.