Commercial Portfolio Accountant

Windsor Management; Lafayette (CA); Remote; USD 90,000 - 120,000; Full time

Job summary

Windsor Management is seeking a Commercial Portfolio Accountant to join their team remotely. The role involves financial management, budget preparation, and ensuring accurate reporting for commercial properties. Candidates should possess strong organizational skills and expertise in commercial leases and financial software.

Benefits

15-20 days of vacation PTO

Medical Coverage

401k Plan with company matching

Life Insurance

Vision and Dental Coverage

Qualifications

• Adept at maintaining organization and meeting rigorous reporting timelines.
• Demonstrated ability to manage multiple projects concurrently.

Responsibilities

• Work with Property Managers on cash flow and budget preparation.
• Prepare monthly financial statement packages for commercial entities.
• Process 1099 year-end filings.

Skills

Problem Solving

Collaboration

Customer Service Orientation

Tools

Yardi Voyager

Microsoft Office

Job description

Commercial Portfolio Accountant - Remote

At Windsor Management, we're constantly expanding and seeking talented individuals to join our growing team. This position is open year-round to support our continued growth and ensure we attract top talent whenever you're ready to make your next career move.

The compensation for this role is commensurate with the cost of living in the Bay Area. The compensation will be adjusted to reflect the standard of living in the applicant's location.

An Ideal Candidate

- You’re the one people go to when nobody else can solve a problem.

- People follow your ideas because you have repeatedly earned their trust.

- You can convince others, not because you are trying to sell something, but because you truly believe your output and have done your homework.

- You are described as a problem solver, collaborative, responsive, and customer service oriented.

About Windsor

At our core, we are our people. Our mission is to be the premier company for a commercial property management career. We want talented teammates with whom we can work and win together. We do constant training, both structured and informal, to always make ourselves better. We strike the balance on speed and accuracy, owning our work through responsibility and delegation versus collaboratively relying on each other as a high trust team, and solidifying procedures and establishing new ones. We know employees may leave our company over time, but we want to create an environment so amazing that it never crosses your mind. But if you do leave, we want you to know the value of the skills and development gained at Windsor so you can continue to thrive. With the best people both doing our own work and chipping in to make Windsor and each other better, Windsor can continue to thrive and grow which creates more opportunities for everyone to develop.

Our Service

In an ideal world, tenants would pay their rent on time, buildings would never have any issues, and the building owners could ride off into the sunset. The world isn’t ideal. Rents are late. Things break. Help is needed. That is where we step in. Windsor provides a white glove service so owners can still ride off into the sunset.

Windsor Growth

Our reputation drives our growth. Our growth has been 100% word of mouth referrals from happy clients and vendors. It is a testament to our collective, quality output and a testament to the staff we hire. Windsor was recognized in the Top 100 Fastest Growing Companies in the Bay Area in 2024, 2023 and 2022.

What Success Looks Like for You

It is valuable for our incoming Senior Commercial Property Accountants to get up to speed steadily, and we want you to take the time to invest in skills and development as you learn our processes.

We do not manage to KPIs. Instead, we lead through communication and trust. Collectively the team knows who they can go to with questions. They know who always delivers. They know who can solve the hardest, trickiest problems. That is how we define success.

Day to Day Responsibilities

Work with Property Managers on the following:

- Cash flow over a five year basis

- Preparation of annual budgets and annual CAM reconciliations

- Management of the calculation and processing of client distributions and capital contributions

- Review, analyze and process accruals and pre-paids

- Prepare monthly financial statement packages for multiple commercial entities

- Onboarding new properties: GL/ Tenant Ledger transfer

- Process tenant bill backs, rent ups, and move outs

- Process accounts receivable and accounts payable as needed

- Process bank reconciliation

- Process 1099 year-end filings

The above is not a comprehensive list, and other duties may be assigned.

Tangible Background Skills Needed

- Adept at maintaining organization, self-driven, and proficient in meeting rigorous reporting timelines

- Demonstrated track record of effectively managing multiple projects concurrently

- Commercial lease knowledge

- Yardi Voyager experience

- Strong working knowledge of Microsoft Office, including Excel, Word, and Outlook

Benefits

At Windsor, we are committed to the well-being of our staff.

- Federal Holidays:We observe the 11 Federal Holidays and close our office.

- Vacation PTO:There are 15 earned days of vacation PTO in your first year, stepping up to 20 days thereafter.

- Sick PTO:We have our standard 5 sick PTO days per year.

- Windsor Days PTO:Between the Federal Holidays, Vacation PTO, and Sick Days, you will have 31 guaranteed days of vacation per year for your first year, increasing to 36 days in your second year. This does not include Windsor days. We may also observe Windsor days, which are days we close the office early. For example, a half day on the day before Thanksgiving, a half day on Christmas Eve, a half day on New Year’s Eve, etc. However, Windsor Days are not guaranteed to be offered on an annual basis. The offering of Windsor Days depends on the needs of the business!

- Medical Coverage:We offer a Kaiser HMO Plan and a Blue Shield PPO Plan.

- Vision and Dental:Our Vision and Dental is through Ameritas.

- Long Term Disability:Benefit Amount: 60% of pre-disability monthly earnings up to $10,000 per month.

- 401k Plan:We offer a 401k plan with company matching via Guideline. Your contributions vest immediately, and Windsor will match 100% of the first 3% of your salary and 50% of the next 2% of your salary (so if you contribute 5%, Windsor matches 4% of your salary).

- HRA Plan:Those who enroll in our Medical plan will get their first $4,000 (if participating as an individual), or first $8,000 (if participating as a family), covered by Windsor.

- FSA Dependent:We offer an FSA Dependent care that you can choose to participate in up to the federal maximum.

- FSA Medical:We offer an FSA Medical care that you can choose to participate in up to the federal maximum.

- Life Insurance:Employer-sponsored life and LTD plans are available, including a level with guaranteed coverage. You pay the premiums if you participate but it is done on a pre-tax basis.

- Benefits Consultant:We are partnered with Cavignac, so our team has a Benefits advisor!

Other Fun Facts About Windsor Management

- We care A LOT about investing in our teams! We were recently recognized as aGreat Place to Work Nov 2024 – Nov 2025!

- We’re growing! We won Top 100 Fastest Growing San Francisco Businesses by the SF Times in 2022, 2023, and 2024.

- We're in the honor roll! Due to our growth for the last three years, we are now recognized in the San Francisco Business Times’ Honor Roll!

- Our growth has been organic! We have grown 100 percent through word of mouth! We invest in our team so they can then invest in our clients! Happy clients have referred other happy clients!

- We are female founded and owned! We are recognized as the Top 100 Female-Owned San Francisco Businesses by the San Francisco Business Times – for the last three years (2022, 2023, 2024).

- We train our team! We believe that the success of our team depends on the education and resources we give our team, so we train as a company monthly!

- We give back to our communities! We have volunteer events that we participate in every quarter!

Note to Third-Party Agencies

We request that third-party agencies refrain from contacting us regarding this job posting. We are managing the recruitment process internally and will not be considering applications or services from external agencies. Thank you for respecting our recruitment process.

$90,000 - $120,000 a year

The compensation for this role is commensurate with the cost of living in the Bay Area. The compensation will be adjusted to reflect the standard of living in the applicant's location.