Lincoln Avenue Capital

Financial Planning and Analysis

• Manage monthly financial statement tracking across the portfolio, including monitoring receipts from external property management companies, maintaining status records, and escalating outstanding deliverables
• Coordinate communication of financial review comments and PMC responses, track open items, follow up with external partners, schedule meetings, and maintain documentation
• Track invoices from external CPA firms, reconcile charges to executed engagement letters, identify discrepancies, and coordinate timely payment
• Gather, organize, and validate reports and supporting documentation for lender and investor reporting
• Maintain centralized records of final property-level audits and other key financial documents
• Prepare personal property tax returns for internal review, file approved returns, and track submissions and deadlines
• Prepare real estate tax exemption applications and supporting documentation, submit approved applications, and track status through completion
• Compile and provide closing-binder documentation to external CPA firms for property-level audit and tax-return preparation
• Manage payment and tracking of insurance premiums across the portfolio
• Coordinate replacement reserve reimbursements, submit approved packages to lenders, monitor processing, and confirm receipt of funds
• Provide process coordination and administrative support for budget-to-actual reviews, annual budgets, stabilization testing, and recurring Portfolio Financial Operations activities
• Identify workflow improvements and help design, implement, and refine scalable processes using Excel, AI, automation, and other tools
• Perform special projects and other duties as assigned

Portfolio Analyst, Financial Operations

• Oversee financials for the real estate portfolio, including annual budgets, monthly financial reviews, and budget-to-actual analyses
• Prepare quarterly valuations for real estate holdings, including normalized net operating income calculations and discounted cash flow models
• Liaise with property management companies and external accounting firms on property-level financial statement audits
• Calculate periodic distributions for real estate entities based on partnership agreements and loan documents
• Collaborate across departments to maintain property-level metrics databases and build automated reporting functionality
• Maintain quarterly real estate-owned schedules tracking DSCRs, LTV ratios, and other lender-requested metrics
• Provide transaction, development fee, and asset management fee calculations to Corporate Accounting for quarterly financial statements
• Design, implement, and strengthen finance and property-management policies, procedures, and controls
• Review loan agreements and partnership documents, identify stabilization benchmarks and covenants, and test criteria for tax credit equity installments
• Perform loan-sizing analysis for new construction properties transitioning from construction to permanent financing
• Maintain relationships with lenders and equity investors regarding stabilization testing and debt-sizing methodologies
• Present testing results and lead analytical discussions in monthly financial review meetings
• Ensure operating budgets and forecasts remain consistent with underwriting and closing assumptions
• Perform special projects or duties as assigned
• Report to a Manager

Senior Associate, Portfolio Financial Operations

Accounts Payable

• Process and post incoming payments accurately and in a timely manner.
• Prepare and issue invoices, account statements, and payment reminders as needed.
• Monitor outstanding balances and follow up on past-due accounts with professionalism and consistency.
• Reconcile customer accounts and investigate discrepancies, short payments, and unapplied cash.
• Maintain accurate records of billing activity, payment status, and account communications.
• Work closely with internal teams to resolve questions related to invoices, payments, and account balances.
• Assist with month-end close activities, including receivables reporting and reconciliations.
• Support the preparation of aging reports and help track collection activity across accounts.
• Organize and maintain financial documentation in a clear, audit-ready format.
• Use Gen AI thoughtfully as a productivity tool to help summarize account activity, organize follow-up notes, and streamline routine administrative work while maintaining strong judgment, accuracy, and confidentiality.
• Contribute to special projects and other responsibilities as business needs evolve.
• Report to a Sr. Accountant.

Accounts Payable Clerk

Systems Engineer

• Maintain and optimize the Cisco Meraki stack across four regional offices
• Manage MDF/IDF server rooms, rack and stack hardware, and handle UPS maintenance
• Review and direct technical low-voltage cabling, structural modifications, and complex equipment integrations with external vendors
• Architect and administer Exchange Online, mail flow, routing, and DNS records including SPF/DKIM/DMARC
• Manage Entra ID identity lifecycles, Conditional Access policies, and Mimecast secure email gateways
• Engineer and maintain deployment of approximately 650 Windows and macOS endpoints using Intune and Autopilot
• Establish device imaging standards, update rings, and compliance baselines
• Support and administer Azure services including SQL services, App Services, and Blob Storage
• Automate manual and repetitive operations with PowerShell scripting
• Implement, monitor, and test enterprise backup systems such as Veeam for Microsoft 365/Azure
• Administer core enterprise platforms, SSO/SAML configurations, and automated user provisioning
• Troubleshoot complex identity, network, security, desktop infrastructure, systems, applications, data integrity, and database performance issues
• Perform installations, upgrades, configurations, and ongoing application maintenance
• Hunt for infrastructure performance bottlenecks, security vulnerabilities, and technical debt, driving fixes through deployment
• Plan the technical execution of system rollouts and maintain system availability and security
• Interface with end users regarding application and workstation requests or problems
• Follow work rules and procedures

Portfolio Analyst, Financial Operations

Senior Associate, Portfolio Financial Operations

Accounts Payable Clerk

Systems Engineer, Information Technology