Manager of Finance

Alliance Resource Group; Santa Ana (CA); On-site; USD 130,000 - 170,000; Full time

Job summary

Alliance Resource Group recruitment firm seeks a Manager of Real Estate Finance & Acquisitions for a private Orange County investment firm. The role combines property-level accounting, financial reporting, and acquisition underwriting to support growth.

The ideal candidate has 5+ years in accounting/finance within commercial real estate, strong modeling, and proficiency with Yardi and Excel. You will collaborate with senior leadership on financing, due diligence, and portfolio strategy.

Qualifications

• Bachelor's degree in Accounting, Finance, Real Estate, Economics, or a related field.
• Approximately 5+ years of progressive experience in accounting, finance, or commercial real estate.
• Strong accounting foundation including GAAP, financial reporting, and general ledger management.
• Experience with commercial real estate accounting and multiple properties or entities preferred.
• Exposure to real estate acquisitions, underwriting, investment analysis, or commercial lending desirable.
• Strong financial modeling capabilities and advanced Microsoft Excel skills.
• Experience reviewing leases, rent rolls, property operating statements, and investment performance.
• Yardi or a comparable real estate accounting system preferred.

Responsibilities

• Manage the full accounting cycle for a portfolio of commercial real estate properties and related entities.
• Prepare monthly, quarterly, and annual financial statements, management reports, and financial analyses.
• Oversee property-level accounting, including tenant billing, rent collections, accounts payable, accounts receivable, and CAM reconciliations.
• Manage month-end close, general ledger activity, bank reconciliations, accruals, and cash reporting.
• Develop property-level budgets, forecasts, and variance analyses.
• Maintain accurate financial records across multiple properties and legal entities.
• Improve accounting processes, internal controls, and reporting procedures as the organization grows.
• Partner with leadership in evaluating potential commercial real estate acquisitions and underwriting analyses.
• Analyze property operating statements, rent rolls, lease terms, occupancy, expenses, and projected cash flows.
• Evaluate investment metrics, including NOI, capitalization rates, IRR, debt service coverage.
• Prepare acquisition pro formas, sensitivity analyses, and investment recommendations.
• Participate in financial due diligence, transaction analysis, and acquisition closings.
• Work with banks and lending partners on acquisition financing and refinancing activities.
• Prepare financial packages, forecasts, and supporting documentation for lenders.
• Analyze financing alternatives, debt structures, and loan terms.
• Monitor debt schedules, loan covenants, and cash requirements.
• Evaluate portfolio performance and identify opportunities to improve operating results and investment returns.
• Support capital planning, asset management initiatives, and long-term portfolio growth.

Skills

Analytical thinking

Attention to detail

Commercial real estate knowledge

Strong communication

Education

Bachelor's degree in Accounting/Finance/Real Estate

CPA designation a plus

Tools

Yardi

Microsoft Excel

Job description

Manager of Real Estate Finance & Acquisitions Confidential Search | Orange County, California

The Opportunity Alliance Resource Group has partnered with a privately held, well-capitalized commercial real estate investment firm in Orange County to recruit a Manager of Real Estate Finance & Acquisitions. Our client is an entrepreneurial real estate investment company with an established portfolio of commercial properties and an aggressive strategy for continued expansion. Backed by committed, long-term capital and a leadership team with a strong track record of business success, the organization is positioned for significant growth. This is a unique opportunity for a finance professional who enjoys both the precision of accounting and the analytical, deal-oriented side of real estate investing. Unlike traditional accounting positions, this role offers exposure to virtually every aspect of the real estate investment lifecycle, from property-level accounting and financial reporting to acquisition underwriting, due diligence, financing, and portfolio performance. The successful candidate will work closely with senior leadership, take ownership of important financial functions, and play a meaningful role in supporting the company's next stage of growth. For someone who wants to move beyond traditional accounting and become more involved in real estate investments and transactions, this is an exceptional opportunity.

Key Responsibilities

• Accounting & Financial Reporting
  • Manage the full accounting cycle for a portfolio of commercial real estate properties and related entities.
  • Prepare monthly, quarterly, and annual financial statements, management reports, and financial analyses.
  • Oversee property-level accounting, including tenant billing, rent collections, accounts payable, accounts receivable, and CAM reconciliations.
  • Manage month-end close, general ledger activity, bank reconciliations, accruals, and cash reporting.
  • Develop property-level budgets, forecasts, and variance analyses.
  • Maintain accurate financial records across multiple properties and legal entities.
  • Improve accounting processes, internal controls, and reporting procedures as the organization grows.
• Real Estate Acquisitions & Financial Analysis
  • Partner with leadership in evaluating potential commercial real estate acquisitions.
  • Develop financial models and underwriting analyses for prospective investments.
  • Analyze property operating statements, rent rolls, lease terms, occupancy, expenses, and projected cash flows.
  • Evaluate investment metrics, including NOI, capitalization rates, IRR, cash-on-cash returns, and debt service coverage.
  • Prepare acquisition pro formas, sensitivity analyses, and investment recommendations.
  • Participate in financial due diligence, transaction analysis, and acquisition closings.
• Banking, Financing & Portfolio Management
  • Work with banks and lending partners on acquisition financing and refinancing activities.
  • Prepare financial packages, forecasts, and supporting documentation for lenders.
  • Analyze financing alternatives, debt structures, and loan terms.
  • Monitor debt schedules, loan covenants, and cash requirements.
  • Evaluate portfolio performance and identify opportunities to improve operating results and investment returns.
  • Support capital planning, asset management initiatives, and long-term portfolio growth.

Qualifications

• Bachelor's degree in Accounting, Finance, Real Estate, Economics, or a related field.
• Approximately 5+ years of progressive experience in accounting, finance, or commercial real estate.
• Strong accounting foundation, including GAAP, financial reporting, and general ledger management.
• Experience with commercial real estate accounting and multiple properties or entities strongly preferred.
• Exposure to real estate acquisitions, underwriting, investment analysis, or commercial lending highly desirable.
• Strong financial modeling capabilities and advanced Microsoft Excel skills.
• Experience reviewing commercial leases, rent rolls, property operating statements, and investment performance.
• Experience with Yardi or a comparable real estate accounting system preferred.
• Understanding of real estate investment metrics and financing structures.
• CPA designation is a plus but not required.

The Ideal Candidate

We are looking for a hands-on, analytically strong, entrepreneurial finance professional who enjoys rolling up their sleeves and taking ownership. This individual must be comfortable managing detailed accounting responsibilities while also possessing the intellectual curiosity and analytical capabilities to participate in real estate acquisitions and investment decisions. The ideal candidate is resourceful, organized, detail-oriented, and comfortable working in a growing organization where priorities evolve and individual contributions have a direct impact.

Why Consider This Opportunity?

• Exposure Beyond Accounting: Participate directly in real estate acquisitions, financing, and investment decisions.
• Entrepreneurial Environment: Work closely with decision-makers in a collaborative, growth-oriented organization.
• Strong Financial Backing: Join a privately capitalized company with a long-term investment strategy.
• Meaningful Responsibility: Take ownership of critical financial functions while helping build the infrastructure for continued expansion.
• Career Growth: Enjoy the opportunity to expand your responsibilities as the real estate portfolio grows.

This is an outstanding opportunity for a commercial real estate accounting or finance professional who wants greater responsibility, broader exposure, and the chance to participate in building a growing real estate investment platform. This search is being conducted confidentially by Alliance Resource Group. Additional information about the organization will be shared with qualified candidates during the interview process.