Finance & Reporting Manager #0204KC
Keller Executive Search
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Benefits offered by this job
Job summary
Keller Executive Search presents an experienced Finance & Reporting Manager opportunity for a privately held real estate-focused portfolio. You will oversee monthly financial reporting for individual communities and the broader portfolio, drive budgeting, and partner with leadership to translate numbers into actionable guidance.
This role demands expertise in GAAP reporting, budgeting, forecasting, and variance analysis, with strong Excel and ERP system experience.
Qualifications
- Bachelor's degree in Accounting, Finance, Business or related discipline.
- 5+ years of accounting, financial reporting, or financial management experience.
- Strong knowledge of financial statements, budgeting, forecasting, and variance analysis.
- Advanced Excel skills and experience with accounting or ERP systems.
- Ability to translate financial information into practical recommendations for operational leaders.
- Strong attention to detail with a high level of accuracy.
- Experience with multiple entities, business units, or operating locations.
- Experience in real estate, property management, or asset-based businesses is preferred.
- CPA or CMA or relevant postgraduate qualification.
- Experience with property-level reporting and portfolio financial analysis.
Responsibilities
- Prepare and review monthly financial reporting for communities and the portfolio.
- Lead annual budgeting and forecasting with operational leadership.
- Analyze revenue, expenses, occupancy trends, capex, and variances.
- Develop management reports providing clear insight into operating performance.
- Oversee general ledger, reconciliations, accruals, and month-end closes.
- Support cash flow planning and performance against budgets.
- Collaborate with community management to investigate variances.
- Assist leadership with financial analysis for acquisitions and improvements.
- Identify opportunities to improve controls, reporting processes, and workflows.
- Coordinate with external accountants, auditors, lenders, and other partners.
Skills
Education
Tools
Job description
Our client is a privately held owner and operator of residential land-lease communities with properties across the Mid-Atlantic region. The business focuses on disciplined property operations, portfolio growth, and maintaining well-managed residential communities.
The organization is looking for an experienced Finance & Reporting Manager to oversee financial reporting and provide stronger visibility into property-level and portfolio performance.
This role combines accounting oversight with practical financial analysis. The successful candidate will work closely with senior leadership and operational teams to improve reporting, support budgeting, monitor financial performance, and strengthen financial controls as the portfolio expands.
- Prepare and review monthly financial reporting for individual communities and the broader property portfolio.
- Lead annual budgeting and periodic forecasting processes in partnership with operational leadership.
- Analyze property revenue, operating expenses, occupancy trends, capital spending, and financial variances.
- Develop management reports that provide leadership with clear insight into operating performance.
- Oversee general ledger accuracy, reconciliations, accruals, and month-end closing activities.
- Support cash flow planning and monitor financial performance against approved budgets.
- Partner with community management teams to investigate material financial variances.
- Assist leadership with financial analysis related to acquisitions, capital improvements, and operational initiatives.
- Identify opportunities to improve financial controls, reporting processes, and accounting workflows.
- Coordinate with external accountants, auditors, lenders, and other financial partners when required.
- Limited travel may be required for property reviews or meetings.
- This position has regular interaction with executive and operational leadership.
- Bachelor's degree in Accounting, Finance, Business, or a related discipline.
- 5+ years of accounting, financial reporting, or financial management experience.
- Strong knowledge of financial statements, budgeting, forecasting, and variance analysis.
- Advanced Excel skills and experience working with accounting or ERP systems.
- Ability to translate financial information into practical recommendations for operational leaders.
- Strong attention to detail with a high level of accuracy.
- Experience managing multiple entities, business units, or operating locations. Preferred
- Experience within real estate, property management, manufactured housing, multifamily housing, or another asset-based business.
- CPA, CMA, or relevant postgraduate qualification.
- Experience with property-level reporting and portfolio financial analysis.
Competitive base compensation
Annual performance incentive
Comprehensive health benefits
Paid vacation and holidays
Retirement savings plan
Career development opportunities
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
- California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
- Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
- Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
- Rhode Island: We do not request or require salary history from applicants.
- Connecticut: We provide wage range information upon request or before discussing compensation.
- New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.
In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
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