Senior Portfolio Accountant

About the role

The Senior Portfolio Accountant oversees a portfolio of property management accounts, ensuring financial accuracy, client satisfaction, and operational excellence. This role requires a strategic thinker who is also a strong team player, collaborating across departments to drive financial performance and support organizational goals.

Responsibilities

• Manages and oversees a portfolio of client accounts, serving as the primary point of contact for financial matters.
• Prepares, examines, and analyzes accounting records, financial statements, and reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
• Develops, implements, and maintains recordkeeping and accounting systems, leveraging current computer technology.
• Conducts month-end and year-end close processes; prepares budget and financial forecasts.
• Publishes financial statements in a timely manner and develops periodic reports for management.
• Collaborates cross-functionally with operations, leasing, and maintenance teams to support seamless account management.
• Identifies opportunities for process improvement and recommends solutions to business and financial problems.
• Reports to management and clients regarding the finances of assigned accounts.
• Partners cross-functionally with operations, leasing, and maintenance teams to support seamless account management.
• Keeps current with financial policies, regulations, and legislation.
• Performs all other duties as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field preferred; Associate’s degree with significant relevant experience considered.
• Minimum of three to five years of experience in accounting or property management finance; prior portfolio management experience strongly preferred.
• Must be proficient in Microsoft Office programs, particularly Excel.
• Experience with property management software (e.g., Yardi, AppFolio, ResMan, or similar) is a plus.
• Strong organizational skills with the ability to manage multiple accounts simultaneously.

Competencies

• Critical Thinking – Using logic and reasoning to identify strengths and weaknesses of alternative solutions and approaches to problems.
• Time Management – Manages one's own time and priorities effectively while supporting team deadlines and deliverables.
• Communication – Ability to inform orally and in writing with clarity and good effect; actively listens and asks appropriate questions; communicates key financial insights clearly to clients and internal stakeholders.
• Mathematics – Uses basic and applied mathematics including fractions, percentages, ratios, and proportions to practical financial situations.
• Team Player – Demonstrates ability to work collaboratively within a team environment; supports colleagues, shares knowledge, and contributes to a positive and productive workplace culture.
• Professionalism – Presents oneself in a professional manner; shows respect toward others; displays honesty and integrity inside and outside the workplace.
• Customer Service – Satisfies the expectations and requirements of clients and internal customers; displays courtesy and sensitivity; responds promptly to service requests.