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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial management and accounting within the real estate sector, including fund accounting, cash-flow forecasting, and budget management. Proficient in leveraging AI tools for automation and reporting while ensuring compliance with accounting standards.
Highest-signal resume keywords
Real Estate Accounting/Finance ExperienceFund Accounting ExperienceAdvanced Excel or Google Sheets ModelingCPA Certification or Progress Toward ItAI Proficiency with Claude or ChatGPT
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Metrics TranslationCash-Flow OptimizationAccrual AccountingIntercompany AccountingVariance AnalysisInvestor Distribution CalculationsMonthly Financial ReconciliationsBudget ManagementConstruction Accounting ExpertiseProperty Operating Models Management
Soft Skills
LeadershipCommunicationProblem-SolvingAttention to DetailCollaboration
Tools & Technologies
InvestNextQuickBooksRampAI Automation ToolsFinancial Reporting Packages
Certifications & Qualifications
CPA Certification
Industry Keywords
Real EstatePrivate EquitySyndicationHospitality AccountingUSALI Familiarity
About the role
Key responsibilities & impact- Take end-to-end ownership of financial numbers across funds, holding companies, and management entities
- Translate strategic assumptions into financial metrics for executive decision-making, risk management, and cash-flow optimization
- Overhaul and manage linked property operating models, fund-level rollups, and annual budgets
- Update operating models with monthly actuals and maintain linked, formula-driven calculations
- Build annual budgets for every property and entity; track budget versus actuals and explain variances
- Own portfolio cash-flow forecasts covering operating cash, capex/construction draws, debt service, intercompany funding, and distributions
- Calculate quarterly investor distributions through fund waterfalls and execute payouts via InvestNext
- Manage the bookkeeper and run reliable monthly closes for funds, the management company, and holding entities
- Perform reconciliations, accruals, intercompany accounting, and clean consolidations
- Review property managers’ monthly financials and challenge discrepancies
- Own end-to-end accounts payable, including coding, approvals, payment runs, vendor follow-up, and fraud-prevention controls
- Automate data pulls, reconciliations, variance analysis, and reporting using AI
- Prepare lender and investor P&L and balance-sheet reporting packages
- In the first 90 days, improve existing property and fund models, establish timely closes, create live cash forecasts and annual budgets, consolidate AP, document distribution calculations, and automate at least two recurring workflows
Requirements
What you’ll need- C1 English level required; speaking strictly in English during the whole shift
- 5+ years of experience in real estate accounting/finance
- Experience as a Controller or Senior Accountant at a real estate sponsor, syndicator, or private equity firm ideally
- Strong multi-entity experience, including consolidations, intercompany balances, accrual accounting, and clean monthly close
- Fund accounting experience, including investor distribution waterfalls, preferred returns, and profit splits
- Advanced Excel or Google Sheets modeling capabilities
- Strong AI proficiency, including hands-on use of Claude or ChatGPT to build or audit models, automate reporting, or accelerate closes
- Experience managing a bookkeeper or small accounting team
- CPA certification or progress toward it preferred
- Hospitality accounting experience preferred; familiarity with USALI is a plus
- Construction accounting expertise preferred, including draws, capex tracking, and construction loans
- Experience creating lender packages and managing bank refinances preferred
- Proficiency with modern AI automation tools, especially Claude
- Familiarity with real estate and corporate accounting platforms, payroll systems, expense management, and investor portals including InvestNext, QuickBooks, and Ramp
- Must submit an English resume and English audio recording
- Must submit a publicly accessible 30–90 second Loom introduction video recorded in English
- Must submit an internet speed test screenshot
Benefits
Comp & perks- Remote work
- AI-first, tech-forward workflows
- Opportunity to work with commercial real estate investment and outdoor wellness resort assets
- Role autonomy and owner mentality
- Ongoing process improvement and automation opportunities
