Senior Portfolio Finance Operations Analyst

Michael Page

California (MO)

Hybrid

USD 100,000 - 120,000

Full time

3 days ago
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Benefits offered by this job

Bonus potential
Medical, dental, and vision coverage
401(k) with employer matching
Life and disability insurance
Generous PTO and holidays
Parental leave

Job summary

MPI, a real estate private equity firm in Santa Monica, seeks a Sr. Associate - Portfolio Financial Operations to oversee financial reporting for property portfolios and strengthen financial performance.

You will analyze portfolio performance, ensure regulatory compliance, collaborate on budgeting and forecasting, and support the preparation of financial statements and audits. Hybrid work environment; base salary $100,000–$120,000 with performance bonuses.

Qualifications

  • 3-5 years of accounting or finance experience
  • CPA license preferred
  • Public accounting experience
  • Strong knowledge of accounting principles and compliance standards
  • Proficiency in financial software and tools
  • Excellent analytical and problem-solving skills
  • Effective communication and collaboration abilities
  • A detail-oriented mindset with a focus on accuracy

Responsibilities

  • Oversee financial reporting for property portfolios, ensuring accuracy and timeliness.
  • Analyze portfolio performance and provide actionable insights to stakeholders.
  • Ensure compliance with financial regulations and internal policies.
  • Collaborate with cross-functional teams to support budgeting and forecasting processes.
  • Assist in the preparation of financial statements and audit materials.
  • Optimize financial workflows and identify process improvement opportunities.
  • Provide training and support for junior staff as needed.
  • Maintain up-to-date knowledge of industry trends and financial practices.

Skills

Accounting/Finance experience
CPA preferred
Public accounting experience
Analytical skills
Communication skills
Attention to detail
Financial software proficiency

Education

CPA license preferred

Job description

MPI, a real estate private equity firm in Santa Monica, seeks a Sr. Associate - Portfolio Financial Operations to oversee financial reporting for property portfolios and strengthen financial performance.

You will analyze portfolio performance, ensure regulatory compliance, collaborate on budgeting and forecasting, and support the preparation of financial statements and audits. Hybrid work environment; base salary $100,000–$120,000 with performance bonuses.

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