Lincoln Avenue Capital

Financial Planning and Analysis

• Provide leadership and day-to-day management for a team of 8+ professionals responsible for the processes outlined below.
• Establish standardized operating procedures for the team’s core workflows.
• Support talent acquisition, onboarding, and professional development to build a high-performing team.
• Oversee the financial reporting process for a portfolio of 180+ real estate assets, including review of monthly financial statements prepared by third-party property management companies.
• Review and oversee annual property-level budget preparation in collaboration with property management and development teams.
• Review budget-to-actual variance analysis to identify operational trends, risks, and opportunities across the portfolio.
• Review cash flow forecasts to evaluate property performance expectations.
• Oversee calculations of surplus cash distributions and partnership waterfalls in accordance with partnership agreements and loan documents.
• Conduct stabilization testing and financial analysis for pre-stabilized properties to determine eligibility for stabilization under loan and investor requirements.
• Review property-level semi-annual normalized NOI analyses that support fair value reporting.
• Aggregate and report financial and operational metrics for critical watchlist properties, including preparing materials and presenting portfolio performance updates to senior leadership.
• Review lender and investor reporting packages across the portfolio.
• Serve as a primary finance contact for lenders, investors, and external stakeholders regarding property-level financial performance and reporting.
• Collaborate with third-party property management companies and CPA firms to support annual audit processes.
• Oversee coordination of annual property insurance payments, including monitoring escrow balances and managing lender escrow rebalancing where required.
• Provide financial insights and develop comprehensive reporting (including PowerPoint and PDF packages) for executive leadership to support portfolio strategy, operational performance, and investment decisions.
• Support development of portfolio reporting tools and dashboards using Power BI and internal data platforms.
• Drive continuous improvement of portfolio financial reporting processes and internal controls.
• Oversee RealPage AIM coordination, including chart of accounts mapping between property management company COAs and the standardized LAC COA, data uploads, and reconciliation processes.

Senior Manager, Portfolio Financial Operations

Executive Assistant

• Keep executive calendars on track – manage moving schedules, competing priorities, and cross-functional coordination with ease.
• Make travel seamless – handle flights, itineraries, and logistics so every trip runs smoothly.
• Create polished materials – format, edit, and refine presentations and documents that are ready for the room.
• Bring team moments to life – coordinate meetings, offsites, and events from kickoff to wrap-up.
• Keep the details buttoned up – submit expenses, manage workflows, and help daily operations stay on course.
• Move documents across the finish line – coordinate signatures and keep important paperwork on schedule.
• Keep the team organized – maintain files, track reports, and capture key notes and follow-ups.
• Take ownership of special projects – step in on ad hoc assignments that support bigger team goals.
• Build trusted partnerships – work closely with colleagues, vendors, and stakeholders across the business.
• Be a reliable team player – provide backup support and jump in where help is needed most, including the broader Executive Assistant team and the Asset Management team’s Manager of Business Support.
• Handle occasional light personal support – assist with simple personal logistics when needed such as dinner reservations and booking flights.
• Create calm in a fast-moving environment – help the team stay focused, prepared, and ahead of deadlines.
• Use Gen AI as a productivity tool – leverage AI tools to help draft, summarize, organize, and streamline day-to-day work while keeping quality, judgment, and confidentiality front and center.

Accountant

• Perform monthly checking, brokerage and credit card account reconciliations
• Process accounts payable, including vendor management and expense reimbursements
• Maintain general ledger for multiple entities, including journal entries and account reconciliations
• Assist with month-end and year-end close processes
• Prepare internal management reports and assist in preparation of financial statements
• Support cash management, budgeting, and forecasting activities
• Maintain fixed asset schedules and prepare monthly accruals
• Manage loan schedules and interest calculation
• 1099 preparation and filing
• Ensure compliance with internal controls, accounting policies, and confidentiality standards
• Provide support to the team for ad hoc projects and analysis

Senior Manager, Portfolio Financial Operations

Executive Assistant

Staff Accountant