Finance Manager

Boardwalk IG Management LLCCosta Mesa, CA
15h

About The Position

Oversees financial planning, reporting, and analysis for a real estate portfolio. Supports strategic decision-making by providing insights into property performance, investment opportunities, and financial risks, while ensuring accuracy, compliance, and operational efficiency.

Requirements

  • Bachelor’s degree in Finance, Accounting, Real Estate, or a related field (CCIM, CPA, CFA, or MBA preferred)
  • A California Department of Real Estate broker's or salesperson's license
  • 5+ years of experience in finance or accounting, with a focus on real estate or property management
  • Strong understanding of real estate financial metrics and capital markets (NOI, IRR, cap rates, cash-on-cash, DCSR, debt yield, etc.)
  • Experience with real estate accounting systems (Yardi preferred)
  • Advanced Excel and financial modeling skills (ARGUS proficiency required)
  • Knowledge of lease structures, CAM reconciliations, and property-level reporting
  • Strong analytical, organizational, and problem-solving skills
  • Excellent communication skills with the ability to present financial data to stakeholders

Responsibilities

  • Oversee financial operations for real estate assets, including property-level accounting, accounts payable/receivable, and lease administration support
  • Analyze monthly, quarterly, and annual financial statements for property portfolios
  • Collaborate on budgeting and forecasting processes for individual properties and consolidated portfolios
  • Monitor property performance, including NOI, cash flow, and variance analysis against budget and prior periods
  • Partner with cross functional teams to support operational and capital decisions
  • Support acquisition and disposition activities, including financial modeling, underwriting, and due diligence
  • Develop and maintain financial models for investments, including IRR, NPV, and sensitivity analyses
  • Handle all financing and property transactions (dealing with brokers, appraisers, escrow companies, banks, private lenders, etc.)
  • Ensure compliance with lender requirements, loan covenants, and reporting obligations
  • Manage the insurance program for the real estate portfolio, including policy review, renewals, claims coordination, risk assessment, and allocation of insurance costs to properties
  • Maintain relationships with lending institutions, brokers, and legal, tax and insurance advisors.
  • Support audits, tax filings, cash flow forecasting at both property and portfolio levels
  • Manage investor reporting, including preparation of financial packages and performance summaries
  • Identify opportunities to improve operational efficiency and reduce costs across the portfolio
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