ZIVA is hiring on behalf of one of our clients. We are seeking a senior-level Bookkeeper / Financial Analyst to manage the end-to-end accounting and financial reporting for a growing real estate investment portfolio of 400+ rental units across multiple entities and locations.
This role goes beyond transactional bookkeeping. The ideal candidate brings CPA-level accounting judgment, strong financial analysis capabilities, and the ability to translate financial data into clear insights for leadership and investors. You will serve as the primary owner of financial accuracy, reporting, and investor communication, operating with high autonomy and accountability.
- If you are not Fluent in English,pleasae, do not apply.
- Maintain accurate books and records for each property and legal entity
- Ensure proper classification, reconciliation, and consistency across all accounts
- Own month-end close processes and financial data integrity
- Assist with tax preparation and required filings in coordination with tax partners
- Prepare monthly financial statements by property and entity
- Develop and manage budgets and budget vs. actual variance analyses
- Interpret financial results and provide actionable insights to leadership
- Build and maintain custom financial models and Excel-based reports as needed
- Support strategic decision-making with data-driven findings
Key ResponsibilitiesCore Accounting & Bookkeeping
- Maintain accurate books and records for each property and legal entity
- Ensure proper classification, reconciliation, and consistency across all accounts
- Own month-end close processes and financial data integrity
- Assist with tax preparation and required filings in coordination with tax partners
Financial Reporting & Analysis
- Prepare monthly financial statements by property and entity
- Develop and manage budgets and budget vs. actual variance analyses
- Interpret financial results and provide actionable insights to leadership
- Build and maintain custom financial models and Excel-based reports as needed
- Support strategic decision-making with data-driven findings
Investor Reporting
- Serve as the primary point of contact for investor financial reporting
- Prepare and deliver clear, accurate, and timely investor reports
- Respond to investor questions with professionalism and financial clarity
Required Qualifications (Non-Negotiable)
- CPA-level accounting competence (CPA license not required, but equivalent expertise expected)
- Strong accounting and financial analysis background
- Proven ability to work independently with minimal supervision
- Exceptional attention to detail and accuracy
- Highly organized, proactive, and solution-oriented (“figure it out” mindset)
- Excellent written and verbal communication skills
- Fluent English
- Based in LATAM
- Prior experience in real estate or investment accounting, preferably multi-family portfolios
Preferred Qualifications
- Spanish or Portuguese fluency
- Experience working with Salesforce and modern accounting/financial systems
- Knowledge of U.S. tax laws and regulations (training available if gaps exist)
- Advanced Excel skills (financial modeling, scenario analysis, custom reporting)
- Strong problem-solving and critical-thinking abilities
Tools & Systems (Experience With One or More Preferred)
- Excel (advanced modeling and reporting)
- Accounting platforms (QuickBooks, NetSuite, or similar)
- Salesforce or comparable CRM/financial systems
Company Culture & Expectations
Our client value professionals who:
- Take full ownership of their work and outcomes
- Operate with accountability, transparency, and integrity
- Communicate clearly and responsively in a remote environment
- Take initiative rather than waiting for direction
- Are committed to continuous learning and professional growth
This is a performance-driven environment for individuals who want real responsibility and trust.
What Success Looks Like in This Role
- Accurate, on-time monthly financials with minimal revisions
- Clear, insightful variance analysis that leadership can act on
- Reliable and professional investor reporting
- Strong financial models that support decision-making
- High trust from leadership due to consistency and ownership
Work Arrangement
- Full-time, remote
- Must be available 8:00 AM – 5:00 PM Mountain Time
- 100% Remote