Director, Client Finance
Charter Impact
Finance Operations Associate, Executive Assistant
Lincoln Avenue Capital
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $100,000 - $115,000 per year
Job Level
JuniorMid-Level
About the role
- About Lincoln Avenue Communities (LAC)—a leading, mission-driven real estate private equity firm dedicated to strengthening communities through the development and preservation of affordable housing.
- As a vertically integrated developer, investor, and long-term operator, we deliver sustainable, high-quality homes to lower- and moderate-income individuals, seniors, and families across 29 states.
- Our growing portfolio—more than 160 properties and 25,000+ homes—reflects our commitment to long-term impact, operational excellence, and resident well-being.
- LAC is proud to be recognized as an industry leader, recently ranked No. 1 on Affordable Housing Finance’s 2025 AHF 50 list of top developers.
- Our approach combines strategic investment, thoughtful design, and community partnerships to deliver housing solutions that foster stability, opportunity, and resilience.
- About This Role: We are seeking a Finance Operations Coordinator to join our Finance team to support finance-related matters and projects, while also providing executive assistance to our Chief Financial Officer and the Director of Finance.
- This role combines operational finance work with high-level administrative support, offering a unique opportunity to make a significant impact.
- We’re looking for someone with strong organizational and project management skills, a proactive mindset, and the ability to navigate finance procedures.
- This position reports to the Chief Financial Officer and is based in downtown Santa Monica with a requirement of being in the office 4 days per week (Monday - Thursday).
- What You’ll Do: Provide executive assistance support to the CFO and Senior Director of Finance, including calendar management, scheduling meetings, coordinating travel arrangements, preparing agendas, and other general administrative duties.
- Assist with completion of forms related to KYC requests for bank account setup and due diligence for credit underwriting.
- Maintain tracker of engagement letter fees for audit and tax services, review invoices received from CPA firms, and coordinate payment with external property management companies.
- Submit annual personal property tax return filings, monitor resulting assessments, and coordinate payment of invoices as received.
- Develop, maintain, and improve organizational tools and project trackers to streamline departmental workflows.
- Support special projects and initiatives as needed.
Requirements
- Ability to work and operate independently with minimal supervision.
- Strong organizational skills to manage multiple tasks and deadlines simultaneously.
- Impeccable attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Proficiency in software for tracking tasks and communicating progress.
- Exceptional document drafting and proof-reading skills.
- Team-oriented mindset and champion of the Company’s mission-driven purpose.
- Ability to maintain discretion and handle sensitive or confidential information with the highest level of professionalism.
- Minimum of 4 years of experience working in a fast-paced corporate setting, ideally at a financial institution or organization.
- Bachelors degree highly preferred; in lieu of an undergraduate degree a Paralegal certificate is acceptable.
- Knowledgeable of legal and real estate terminology is a plus.
- Must be willing to obtain a California Notary Public commission.
