Real Estate Portfolio Analyst

Invest with Roots

Real Estate Portfolio Analyst managing accounting and consolidated reporting for Roots’ 1,500-home single-family rental platform. Supporting investor reporting, audits, and scalable finance operations.

Posted 8/11/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in property accounting principles, financial reporting, and month-end close processes, with a strong focus on accuracy and integrity of financial data. Proficient in advanced Excel functions and familiar with accounting software relevant to real estate portfolios.

Highest-signal resume keywords

Bachelor’s Degree In Accounting5+ Years Of Accounting ExperienceProperty Accounting PrinciplesAdvanced Excel SkillsExperience With Yardi

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisJournal EntriesAccount ReconciliationsVariance AnalysisConsolidated Financial StatementsMonthly Portfolio ReportingAccounting Records MaintenanceAd Hoc Financial ReportingRegulation A ReportingInternal Controls Improvement

Soft Skills

Excellent Organizational SkillsStrong Communication SkillsHighly AnalyticalAttention To DetailAbility To Manage Deadlines

Tools & Technologies

YardiAppFolioSageExcel

Industry Keywords

Real EstateProperty ManagementFund AccountingREITSingle-Family Rentals

About the role

Key responsibilities & impact

Maintain monthly portfolio schedules, including acquisitions, dispositions, and portfolio changes across the single-family rental portfolio
Maintain accurate accounting records at property and portfolio levels
Record and track annual replacement reserves and other portfolio-level adjustments
Serve as the primary accounting contact for third-party property management companies
Collect, review, and reconcile monthly financial information, including rent rolls, income statements, trial balances, invoices, and supporting documentation
Follow up with variance analysis on discrepancies, missing information, and reporting delays to keep month-end close on schedule
Prepare monthly portfolio reporting and consolidated financial statements for internal leadership
Support investor reporting, Regulation A reporting requirements, audits, tax preparation, and other financial reporting needs
Partner with the President of Real Estate, acquisitions, and finance teams to ensure portfolio activity is accurately reflected in financial reporting
Prepare journal entries, account reconciliations, and supporting schedules during month-end close
Identify opportunities to improve accounting processes, reporting accuracy, internal controls, and automation
Perform ad hoc financial analyses and reporting to support operational and investment decisions
Own the accuracy and integrity of portfolio financial data, proactively identifying issues and driving them to resolution

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field
5+ years of accounting experience, preferably in real estate, property management, fund accounting, or a REIT
Strong understanding of property accounting principles and month-end close processes
Experience reconciling and consolidating financial information from multiple external sources
Experience with residential real estate portfolios, preferably single-family rentals
Familiarity with REIT accounting and financial reporting preferred
Experience with Yardi, AppFolio, Sage, or similar accounting software is a plus
Advanced Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, and financial analysis
Excellent organizational skills with the ability to manage recurring monthly deadlines
Strong communication skills and confidence working with internal stakeholders and external partners
Highly analytical with exceptional attention to detail
Comfortable working in a fast-paced, entrepreneurial environment where priorities evolve
Excited to build new processes and help establish a scalable real estate accounting function
Must address citizenship/employment eligibility in the application

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Invest with Roots Website LinkedIn All Job Openings 11 - 50 employees Founded 2021 🏠 Real Estate 💸 Finance 🌍 Social Impact 💰 $2M Pre Seed Round on 2021-01 Real Estate
Finance
Social Impact Invest with Roots is a unique real estate investment platform that empowers both investors and renters in creating wealth. By adopting a win-win model, it allows individuals to invest in residential properties for as low as $100 while offering renters opportunities to build equity and participate in community growth. The company aims to bridge the wealth gap through thoughtful real estate investments, enhancing community well-being and financial literacy among renters, ultimately promoting financial inclusivity. Real Estate Portfolio Analyst Job not on LinkedIn 🔥 0 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧐 Analyst Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Maintain monthly portfolio schedules, including acquisitions, dispositions, and portfolio changes across the single-family rental portfolio
Maintain accurate accounting records at property and portfolio levels
Record and track annual replacement reserves and other portfolio-level adjustments
Serve as the primary accounting contact for third-party property management companies
Collect, review, and reconcile monthly financial information, including rent rolls, income statements, trial balances, invoices, and supporting documentation
Follow up with variance analysis on discrepancies, missing information, and reporting delays to keep month-end close on schedule
Prepare monthly portfolio reporting and consolidated financial statements for internal leadership
Support investor reporting, Regulation A reporting requirements, audits, tax preparation, and other financial reporting needs
Partner with the President of Real Estate, acquisitions, and finance teams to ensure portfolio activity is accurately reflected in financial reporting
Prepare journal entries, account reconciliations, and supporting schedules during month-end close
Identify opportunities to improve accounting processes, reporting accuracy, internal controls, and automation
Perform ad hoc financial analyses and reporting to support operational and investment decisions
Own the accuracy and integrity of portfolio financial data, proactively identifying issues and driving them to resolution 🎯 Requirements
Bachelor’s degree in Accounting, Finance, or a related field
5+ years of accounting experience, preferably in real estate, property management, fund accounting, or a REIT
Strong understanding of property accounting principles and month-end close processes
Experience reconciling and consolidating financial information from multiple external sources
Experience with residential real estate portfolios, preferably single-family rentals
Familiarity with REIT accounting and financial reporting preferred
Experience with Yardi, AppFolio, Sage, or similar accounting software is a plus
Advanced Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, and financial analysis
Excellent organizational skills with the ability to manage recurring monthly deadlines
Strong communication skills and confidence working with internal stakeholders and external partners
Highly analytical with exceptional attention to detail
Comfortable working in a fast-paced, entrepreneurial environment where priorities evolve
Excited to build new processes and help establish a scalable real estate accounting function
Must address citizenship/employment eligibility in the application Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs API Analyst 🔥 2 hours ago DSI 201 - 500 📦 Logistics 💼 Consulting 📣 Marketing Website LinkedIn All Job Openings API Analyst supporting integrations for DSI’s SARA Plus order-entry software. Defining, documenting, testing, and maintaining secure APIs connecting business systems and partners. 🇺🇸 United States – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 🧐 Analyst 🦅 H1B Visa Sponsor Senior Program Control Analyst 🔥 4 hours ago AeroVironment 1001 - 5000 🏭 Manufacturing 💼 Consulting 📦 Logistics Website LinkedIn All Job Openings Program control analyst supporting federal defense contracts at AeroVironment, an autonomous systems company. Managing forecasts, EVMS, cost control, compliance, and reporting for autonomous defense technologies. 🇺🇸 United States – Remote 💵 $93k - $141.8k / year 💰 Post-IPO Equity on 2023-09 ⏰ Full Time 🟠 Senior 🧐 Analyst Requirements Analyst 🔥 5 hours ago Zenith American Solutions, Inc. 1001 - 5000 🛡️ Insurance 🏥 Healthcare 💼 Consulting Website LinkedIn All Job Openings Requirements Analyst documenting business and system requirements for Zenith American Solutions, the largest independent U.S. third-party administrator. Supporting stakeholder analysis, functional design, quality assurance, testing, and end-user support. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧐 Analyst Analyst 🔥 5 hours ago Maleda Tech 11 - 50 💼 Consulting 📦 Logistics 🎯 Recruiter Website LinkedIn All Job Openings Advanced Analytics Contractor shaping Host App and Marketing product decisions through experimentation, metrics, and complex data analysis. Remote U.S. engagement aligned to Pacific Time. 🇺🇸 United States – Remote 💵 $85 - $110 / hour ⏰ Full Time 🟠 Senior 🔴 Lead 🧐 Analyst Revenue Integrity Analyst 🔥 5 hours ago Etch 51 - 200 📣 Marketing 📦 Logistics 💼 Consulting Website LinkedIn All Job Openings Revenue Integrity Analyst supporting charge capture, coding, billing, and reimbursement accuracy at a children's hospital. Auditing CDM data, monitoring revenue leakage, and improving revenue cycle performance. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧐 Analyst 🦅 H1B Visa Sponsor View More Analyst Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs