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Senior Manager, Portfolio Financial Operations

Alliance Resource Group

Santa Monica, CA

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JOB DETAILS
SKILLS
Accounting, Adobe Acrobat, Affordable Housing, Analysis Skills, Autoscaling, Budgeting, Business Intelligence Software, Business Support, Cash Flow Projection, Certified Public Accountant (CPA), Communication Skills, Continuous Improvement, Cross-Functional, Data Sets, Detail Oriented, Escrow, Finance, Financial Analysis, Financial Audit, Financial Management, Financial Metrics, Financial Operations, Financial Reporting, Financial Statements, Forecasting, Leadership, Loan Documents, Loans, Low-Income Housing Tax Credit (LIHTC), Microsoft PowerPoint, Onboarding, Operational Audit, Operational Strategy, Operations Processes, Organizational Skills, Performance Analysis, Portfolio Analysis, Power BI, Presentation/Verbal Skills, Procedure Development, Process Development, Process Improvement, Project/Program Management, Property Insurance, Property Maintenance, Property Management, Public Accounting, Real Estate, Real Estate Development, Reconciliation, Reporting Dashboards, Reporting Skills, Standard Operating Procedures (SOP), Team Building, Team Lead/Manager, Team Player, Trend Analysis, Variance Analysis
LOCATION
Santa Monica, CA
POSTED
30+ days ago
Senior Manager of Accounting and Analysis Role - Hybrid - Santa Monica - Hyper growth real estate company

About This Role

Our client  is seeking a Senior Manager, Portfolio Financial Operations to lead property-level financial reporting and portfolio analytics across a large, national real estate portfolio.

This is a great opportunity for someone with a strong foundation in accounting, audit, financial reporting, and financial analysis who is excited to step into a more strategic real estate finance leadership role. In this position, you’ll oversee key portfolio reporting processes, review property financials, and partner closely with teams across the business to support thoughtful, data-informed decision-making.

The company is looking for someone who is analytical, organized, and collaborative—someone who can see both the details and the bigger picture, bring structure to complex processes, and help drive consistency across a growing portfolio. This role also offers the chance to lead and develop a team while helping improve reporting, systems, and workflows that support the business as they continue to scale.

This is great opportunity for someone who is excited to join a mission-driven organization and contribute to work that creates meaningful impact through the development and preservation of affordable housing.

This role is based at the Santa Monica HQ, following a hybrid schedule (3 days in the office).

What You’ll DoLeadership & Team Development
  • Provide leadership and day-to-day management for a team of 8+ professionals responsible for the processes outlined below.
  • Establish standardized operating procedures for the team’s core workflows.
  • Support talent acquisition, onboarding, and professional development to build a high-performing team.
Portfolio Financial Reporting
  • Oversee the financial reporting process for a portfolio of 180+ real estate assets, including review of monthly financial statements prepared by third-party property management companies.
  • Review and oversee annual property-level budget preparation in collaboration with property management and development teams.
  • Review budget-to-actual variance analysis to identify operational trends, risks, and opportunities across the portfolio.
  • Review cash flow forecasts to evaluate property performance expectations.
Investment Oversight
  • Oversee calculations of surplus cash distributions and partnership waterfalls in accordance with partnership agreements and loan documents.
  • Conduct stabilization testing and financial analysis for pre-stabilized properties to determine eligibility for stabilization under loan and investor requirements.
  • Review property level semi-annual normalized NOI analyses that support fair value reporting.
  • Aggregate and report financial and operational metrics for critical watchlist properties, including preparing materials and presenting portfolio performance updates to senior leadership.
Investor & Lender Reporting
  • Review lender and investor reporting packages across the portfolio.
  • Serve as a primary finance contact for lenders, investors, and external stakeholders regarding property-level financial performance and reporting.
  • Collaborate with third-party property management companies and CPA firms to support annual audit processes.
  • Oversee coordination of annual property insurance payments, including monitoring escrow balances and managing lender escrow rebalancing where required.
Financial Operations & Process Improvement
  • Provide financial insights and develop comprehensive reporting (including PowerPoint and PDF packages) for executive leadership to support portfolio strategy, operational performance, and investment decisions.
  • Support development of portfolio reporting tools and dashboards using Power BI and internal data platforms.
  • Drive continuous improvement of portfolio financial reporting processes and internal controls.
  • Oversee RealPage AIM coordination, including chart of accounts mapping between property management company COAs and the standardized LAC COA, data uploads, and reconciliation processes.
What the Position Requires
  • A strong foundation in accounting, financial reporting, and financial analysis
  • Experience reviewing financial statements and identifying key performance drivers
  • Strong leadership skills and the ability to manage, develop, and motivate a team
  • A thoughtful, solutions-oriented approach to improving processes and creating structure
  • Excellent project management and organizational skills
  • Strong communication skills, with the ability to present financial information clearly to a range of stakeholders
  • Advanced Excel skills and confidence working with large, complex datasets
  • Experience with property management systems such as Yardi or RealPage is preferred
  • Experience with Power BI or other business intelligence tools is a plus
  • Experience leveraging GenAI to streamline processes and improve workflow efficiency
  • The ability to balance detail-oriented review with broader portfolio-level thinking
  • A collaborative style and comfort working cross-functionally in a fast-moving environment


 Education & Experience Desired
  • Bachelor’s degree in Accounting or Finance required
  • CPA strongly preferred
  • Approximately 8+ years of experience in accounting, finance, or real estate financial analysis
  • Prior experience in public accounting, ideally within a Big 4 or similar audit/assurance environment, is highly desirable
  • Experience reviewing and analyzing real estate portfolio financials
  • Experience leading teams and overseeing complex reporting processes
  • Affordable housing and/or LIHTC experience is a plus

 

About the Company

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Alliance Resource Group