Sr. Associate - Portfolio Financial Operations

About the role

A real estate private equity company in Santa Monica.

Responsibilities

• Oversee financial reporting for property portfolios, ensuring accuracy and timeliness.
• Analyze portfolio performance and provide actionable insights to stakeholders.
• Ensure compliance with financial regulations and internal policies.
• Collaborate with cross-functional teams to support budgeting and forecasting processes.
• Assist in the preparation of financial statements and audit materials.
• Optimize financial workflows and identify process improvement opportunities.
• Provide training and support for junior staff as needed.
• Maintain up-to-date knowledge of industry trends and financial practices.

Requirements

• 3–5 years of accounting or finance experience
• CPA license preferred
• Public accounting experience
• Strong knowledge of accounting principles and compliance standards
• Proficiency in financial software and tools
• Excellent analytical and problem-solving skills
• Effective communication and collaboration abilities
• Detail-oriented mindset with a focus on accuracy
• Real estate or investment management experience a plus

Pay

• Base salary ranging from $100,000 to $120,000 annually
• Performance-based bonuses

Benefits

• Full medical, dental, and vision coverage for you and your dependents
• 401(k) plan with employer matching and immediate vesting
• Life and disability insurance
• Generous PTO, holidays, and sick time
• Paid parental leave

Schedule

Hybrid working environment