Portfolio Analyst, Financial Operations

Lincoln Avenue Capital

. Manage monthly financial statement tracking across the portfolio, including monitoring receipts from external property management companies, maintaining status records, and escalating outstanding deliverables .

Posted 9/30/2026full-timeSanta Monica • California • United StatesJuniorMid-Level💰 $75,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational skills and attention to detail in managing financial statements, tracking invoices, and coordinating communication across teams. Proficient in leveraging Excel and automation tools to improve processes and ensure accurate reporting.

Highest-signal resume keywords

Financial Statement TrackingInvoice ReconciliationMicrosoft Excel ProficiencyProperty Accounting ExperienceCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Statement TrackingInvoice ReconciliationProperty AccountingReal Estate Tax Exemption ApplicationsBudget ManagementDocumentation PreparationReport ValidationWorkflow ImprovementData AnalysisTax Return Preparation

Soft Skills

Organizational SkillsAttention to DetailIntellectual CuriosityProactive ApproachCollaboration

Tools & Technologies

Microsoft OfficeExcelAI ToolsAutomation Tools

Industry Keywords

Affordable HousingReal EstateFinanceAccountingInvestment Management

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Strong organizational skills and the ability to manage multiple recurring processes, deadlines, and follow-up items
Excellent attention to detail and a commitment to producing accurate, complete work
Intellectual curiosity, sound judgment, and the ability to identify and escalate issues to more senior team members
Clear and professional written and verbal communication skills
Comfort interacting directly with colleagues across Asset Management, Development, Corporate Accounting, and other teams, as well as PMCs, CPA firms, and external consultants
A proactive, ownership-oriented approach and the ability to work independently while collaborating effectively with others
A continuous-improvement mindset
Comfort leveraging AI and automation tools
High professionalism and integrity when handling confidential information
Passion for and alignment with the company’s double-bottom-line mission
Bachelor’s degree in Accounting, Finance, Economics, Real Estate, Business, or a related field
0–2 years of relevant experience, including internships, are encouraged to apply
Strong proficiency with Microsoft Office, particularly Excel
Experience with or interest in affordable housing, real estate, finance, accounting, or investment management is a plus but not required
Comfort learning new systems and technology
Experience with property accounting, reporting, or workflow tools is a plus

Benefits

Comp & perks

Semi-Annual Performance-Based Bonuses
Full Medical, Dental & Vision Coverage (Including Family) Starting Day 1
401(k) plan (Employer Matching & No Vesting Period)
Paid Parental Leave
Generous PTO & Sick Time
End-of-Year Office Closure (Christmas Eve – New Years Day)
Lunch Provided Daily
Onsite Gym Access with Facilities
Annual Company Offsite
Learning & Growth Opportunities
Depending on the level at which a candidate is hired, the position may be classified as non-exempt and paid on an hourly basis, with eligibility for overtime in accordance with applicable law