Lincoln Avenue Capital

Senior Manager, Portfolio Financial Operations

Lincoln Avenue Capital

full-time

Posted on:

Location Type: Hybrid

Location: Santa Monica • California • United States

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Salary

💰 $165,000 per year

Job Level

Senior

About the role

  • 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.

Requirements

  • A strong foundation in accounting, financial reporting, and financial analysis
  • Experience reviewing financial statements and identifying key performance drivers
  • Strong leadership skills and the ability to manage, develop, and motivate a team
  • A thoughtful, solutions-oriented approach to improving processes and creating structure
  • Excellent project management and organizational skills
  • Strong communication skills, with the ability to present financial information clearly to a range of stakeholders
  • Advanced Excel skills and confidence working with large, complex datasets
  • Experience with property management systems such as Yardi or RealPage is preferred
  • Experience with Power BI or other business intelligence tools is a plus
  • Experience leveraging GenAI to streamline processes and improve workflow efficiency
  • The ability to balance detail-oriented review with broader portfolio-level thinking
  • A collaborative style and comfort working cross-functionally in a fast-moving environment
  • Bachelor's degree in Accounting or Finance required
  • CPA strongly preferred
  • Approximately 8+ years of experience in accounting, finance, or real estate financial analysis
  • Prior experience in public accounting, ideally within a Big 4 or similar audit/assurance environment, is highly desirable
  • Experience reviewing and analyzing real estate portfolio financials
  • Experience leading teams and overseeing complex reporting processes
  • Affordable housing and/or LIHTC experience is a plus
Benefits
  • Full medical, dental, and vision coverage for you and your dependents
  • 401(k) plan with employer matching and immediate vesting
  • Life and disability insurance
  • Generous PTO, holidays, and sick time
  • Paid parental leave
  • Employee referral incentives
  • Fun company and team-building events
  • Continuous learning and development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial reportingfinancial analysisbudget preparationvariance analysiscash flow forecastingNOI analysisportfolio reportingdata analysisExcelGenAI
Soft Skills
leadershipteam managementprocess improvementproject managementorganizational skillscommunicationcollaborationsolutions-orienteddetail-orientedcross-functional teamwork
Certifications
Bachelor's degree in AccountingBachelor's degree in FinanceCPA