Senior Associate, Portfolio Financial Operations

Lincoln Avenue Capital

. Oversee financials for the real estate portfolio, including annual budgets, monthly financial reviews, and budget-to-actual analyses .

Posted 9/25/2026full-timeSanta Monica • California • United StatesSenior💰 $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial oversight for real estate portfolios, including budget management, financial analysis, and collaboration with property management and accounting firms. Proficient in financial modeling, reporting, and maintaining compliance with partnership agreements and loan documents.

Highest-signal resume keywords

Financial AnalysisReal Estate AccountingBudget ManagementCPA LicenseMicrosoft Excel Proficiency

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 ModelingBudget-to-Actual AnalysisNormalized Net Operating Income CalculationsDiscounted Cash Flow ModelsLoan-Sizing AnalysisDSCR CalculationLTV Ratio TrackingAudit ProceduresPartnership AccountingTax Credit Equity Installments

Soft Skills

Detail OrientedSelf-MotivatedCritical ThinkingProblem SolvingStrong Communication Skills

Tools & Technologies

Microsoft OfficeExcel

Certifications & Qualifications

CPA License

Industry Keywords

Real Estate PortfolioFinancial Statement AuditsInvestment ManagementLow-Income Housing Tax CreditsBig 4 Public Accounting Firm

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in Business, Accounting, or Finance
3-5 years of experience working in the field of finance or accounting
Highly proficient with Microsoft Office, particularly Excel
CPA license preferred
Experience at a "Big 4" public accounting firm preferred
Background with real estate and partnership accounting preferred
Audit background strongly preferred
Experience with low-income housing tax credits and/or investment management is a plus
Ability to work with minimal oversight while managing multiple projects with firm deadlines and prioritizing key deliverables
Detail oriented, self-motivated, and intellectually curious
Critical thinking, problem solving, and analytical skills
Strong verbal and written communication skills with the ability to interact with all levels of the organization, including external lenders and investors
Ability to work independently as well as collaboratively in a growing environment
High level of professionalism and integrity in dealing with confidential issues
Aptitude for creating strong internal relationships and collaborating among peer groups
Passion for LAC’s double bottom line mission

Benefits

Comp & perks

Semi-annual Performance-based bonuses
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
Lunch Paid Daily
Onsite Gym Access with Facilities
Fun company and team-building events
Continuous learning and development opportunities