Asset Manager

CCH•Walnut Creek, CA

2d•Hybrid

About The Position

The Asset Manager provides recommendations on asset acquisition and manage a portfolio of assets, increasing their value, and minimizing risks. The asset manager is tasked with conducting risk analyses, preparing financial, asset management, and investment reports, reviewing policies, and developing strategies to maximize asset growth.

Requirements

Bachelor's degree (B.A. or B.S.), in accounting or finance.
A minimum of 10 years in accounting performing similar work.
Knowledge of Yardi Voyager Accounting (Core, GL, Financial Reporting, Budgets, Financials Modules)
Advanced level Excel.
Ability to handle multiple tasks simultaneously is essential.
Strong interpersonal skills, excellent written, verbal and organizational skills.
Attention to detail and accuracy.
Proficient with Microsoft Office 365 platform and prior experience with accounting systems and processes.
A customer service orientation and ability to communicate with tact and diplomacy.
Effective organizational skills and attention to detail.
Time management skills with a proven ability to meet deadlines.
Strong analytical and problem-solving skills.
Ability to act with integrity, professionalism, and confidentiality.

Nice To Haves

Experience is Real Estate industry and affordable housing industry, a plus.

Responsibilities

Contribute to caring and positive working and living environments for all employees and residents
Prep Budgets and Review Final Drafts
Prepare Budget Based Rent Increases for Portfolio Manager
Review Compliance/Financial Reporting for Third Party Agencies as Required By Controlling Documents (HUD, Investors, State Agencies, etc.)
Review Financials of Properties in Your Portfolio on A Monthly Basis
Reserve for Replacement/Residual Receipt Requests to HUD
Work with Development on Refinance/New Projects as Needed
Financial Reporting to Boards as Needed
SAM Renewals
Surplus Cash Monitoring/Distribution
Annual Financial Statement Inquiries/Responses to Third Parties
Review Annual Audits
Welfare Exemptions
Business License Renewals
Annual Corporate Registrations (SOS)
RAP Taxes
Business Taxes
Property Taxes Tracking and Payments
URS Agent Tracking
Work with Internal Departments and Third-Party Agencies as Requests Come In
Update Contact Information with Third Party Agencies as Changes Occur
HUD Secure Systems Changes/Updates/Requests
Insurance Claim Tracking as Needed
Maintain KPI and Financial Analytics Dashboard
Run Ad-hoc Financial Analytics as Needed
Participate and Present Reports and Analysis as Requested
Other Duties as Assigned