Sr. Associate - Portfolio Financial Operations

Michael Page; California (MO); Hybrid; USD 100,000 - 120,000; Full time

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

The Sr. Associate - Portfolio Financial Operations will manage financial operations for property portfolios, ensuring accurate reporting and strengthen the financial performance of the company's affordable housing portfolio.

A real estate private equity company in Santa Monica.

Description

• 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.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Profile

A successful Sr. Associate - Portfolio Financial Operations should have:

• 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.

Job Offer

• Base salary ranging from $100,000 to $120,000 annually.
• Performance-based bonuses.
• Full medical, dental, and vision coverage for you and your dependents.
• 401(k) plan with employer matching and immediate vesting.
• Life and disability insurance.
• Generous PTO, holidays, and sick time.
• Paid parental leave.
• Hybrid working environment

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.