Portfolio Controller

AgeWell Solvere Living•North Palm Beach, FL

About The Position

AgeWell Senior Living is hiring a Portfolio Controller to support accounting and financial reporting for 8–10 communities in the company’s managed portfolio. Reporting to the Corporate Controller, this role assists with the month-end close by analyzing monthly activity and recording general ledger journal entries. It also provides general accounting support and helps maintain segregation of duties across the organization. The Portfolio Controller supports financial reporting, payroll, cash management, audits, tax filings, budgeting, and internal controls. The role prepares monthly and quarterly reporting packages required under management agreements, works with internal operations and external ownership groups to address questions, and provides field support to business office directors. Additional duties and projects may be assigned by senior leaders or community ownership groups.

Requirements

Bachelor’s degree in Accounting or Finance.
Largely self-directed, with the ability to identify objectives and complete them with minimal management input.
Ability to pivot quickly and adapt to business needs.
Knowledge and application of intermediate or advanced MS Excel.
Ability to multitask in a challenging, fast-paced environment.
Maturity, professionalism, and a high level of discretion.
Strong work ethic and a positive, can-do attitude.
Strong presence and ability to interact with senior leadership.
Ability to make sound and timely decisions.
Strong organization and time management skills, with attention to detail.
Team-oriented approach and willingness to pitch in and help out.
Self-motivated, with initiative.

Nice To Haves

10+ years of experience preferred.
Experience with multi-family real estate and/or the senior living industry preferred.
Experience with the Sage general ledger system preferred.

Responsibilities

Prepare journal entries, account analyses, roll-forwards, and other analyses required for month-end close.
Assist with preparation of monthly financial reporting.
Ensure transactions are recorded in accordance with GAAP, review balance sheet reconciliations, substantiate balances, and follow up on action items in a timely manner.
Review journal entries and other general ledger requests for accuracy and validity.
Support business office directors in the field through training and issue resolution, in collaboration with the Regional Business Office Specialist.
Oversee payroll processes and ensure payroll is properly recorded in the general ledger each accounting cycle.
Monitor cash balances, reconcile monthly bank activity, and resolve cash-related issues.
Identify, research, and resolve items affecting financial statements, as assigned.
Evaluate and improve internal processes and controls.
Serve as the escalation contact for Accounts Receivable collections.
Assist with financial audits, tax filings, and annual budgets.
Provide financial and analytical support across the organization.
Prepare monthly and quarterly financial reporting packages required by management agreements with ownership groups, meeting deadlines and quality expectations.
Respond to internal operations and external ownership questions about financial reporting in collaboration with the Regional Vice President.
Assist with projects and duties assigned by the Chief Financial Officer, Corporate Controller, Regional Vice President, or community ownership group.
Support AR Central and AP Central operations as assigned.
Prepare and file sales and use tax as assigned.
Provide joint venture accounting to landlord entities as assigned.
Provide development services accounting for large-scale capital projects as assigned.
Provide system maintenance, onboarding, and training support as assigned.