41 Real Estate Transactions jobs in Irvine
Debt Settlement Agent
Posted 11 days ago
Job Viewed
Job Description
We're looking for full-time Debt Settlement Advisors to join our team at our Irvine, CA office. As a Debt Consultant, you'll be the first point of contact for customers seeking financial relief, using your expertise to guide them toward the best solutions and help them get back on track.
If you're passionate about helping others, thrive in a dynamic team environment, and are ready to grow your career, we'd love to hear from you. Apply today and discover why Americor continues to be a great place to work!
Responsibilities
- Conduct comprehensive consultations with clients to evaluate their financial situations and determine whether debt settlement is an appropriate solution.
- Address client questions and concerns, overcoming objections with professionalism and empathy to help them make informed financial decisions.
- Handle inbound calls efficiently while proactively reaching out to warm leads provided by the company to maximize client engagement.
- Educate clients on the debt settlement process, clearly explaining how it works, potential risks, benefits, and alternatives, ensuring they fully understand their options.
- Present and outline debt settlement terms and conditions, including monthly payment plans and timelines for resolution, in a clear and transparent manner.
- Consistently meet or exceed monthly sales goals and performance metrics established by the company, demonstrating a results-driven mindset.
- Adhere strictly to all state and federal regulations, as well as company policies, to maintain compliance and uphold the highest ethical standards in debt settlement practices.
- Maintain accurate and detailed records of client interactions and agreements within the company's CRM system to ensure accountability and follow-through.
- Stay informed about industry trends, legal updates, and market conditions to provide clients with up-to-date, knowledgeable advice and maintain a competitive edge.
- Collaborate with colleagues and contribute to a positive team environment, sharing insights and strategies to improve overall performance.
This role is integral to Americor's mission of helping individuals regain financial stability. Your ability to build trust, provide expert guidance, and deliver exceptional service will make a meaningful impact on our clients' lives.
Requirements
- 2+ years of consecutive phone sales experience, preferably in a call center environment.
- 1+ years of call center experience, with a preference for candidates who have worked in high-volume or fast-paced environments.
- Proficiency in Google Workspace (Docs, Sheets, Slides, and Drive) and familiarity with CRM tools is highly desirable.
- Strong work ethic, self-motivation, and a results-driven attitude.
- Exceptional verbal and written communication skills, with the ability to convey complex financial concepts clearly and effectively.
- Skilled in managing customer inquiries via phone, email, and chat, with a demonstrated ability to multitask and prioritize in a dynamic environment.
- Experience in debt settlement or a related financial services field is a strong advantage.
- Demonstrated ability to build rapport with clients, handle objections confidently, and guide them toward informed financial decisions.
- High level of professionalism, integrity, and adherence to ethical standards.
- Strong problem-solving skills with attention to detail and the ability to think critically under pressure.
- Familiarity with internet navigation and research tools to support client consultations and industry knowledge.
- Ability to thrive in a goal-oriented environment and maintain composure in high-stress situations.
Compensation:
Solid performers earn between $120,000 and $260,000 annually.
The Perks:
- Paid Training: Start building your pipeline from day one.
- Highly Rewarding Commission Structure: Uncapped earning potential.
- Career Growth: Opportunities for advancement within the company.
- Comprehensive Benefits: Medical, dental, vision, 401(k), and Employee Assistance Program (EAP).
- Work-Life Balance: Paid holidays, floating holidays, and access to the Daily Pay option.
- Employee Discounts: Save on products and services.
- Engaging Workplace: Company-sponsored lunches, exciting contests, team & company events, and more!
Join a team that values your success and offers perks designed to reward your hard work and dedication!
Americor is proud to be an Equal Opportunity Employer. Americor does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.
* Note to Agencies: Americor Funding, Inc. (the "Company") has an internal recruiting department. Americor Funding Inc. may supplement that internal capability from time to time with assistance from temporary staffing agencies, placement services, and professional recruiters ("Agency"). Agencies are hereby specifically directed NOT to contact Americor Funding Inc. employees directly in an attempt to present candidates. The Company's policy is for the internal recruiting team or other authorized personnel to present ALL candidates to hiring managers. Any unsolicited resumes sent to Americor Funding Inc. from a third party, such as an Agency, including unsolicited resumes sent to a Company mailing address, fax machine, or email address, directly to Company employees, or to the resume database, will be considered Company property. Americor Funding Inc. will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Americor Funding Inc. will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.
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Real Estate Attorney
Posted 2 days ago
Job Viewed
Job Description
Skilled Attorneys with commercial real estate experience should not pass on this posting! Incredible firm in Irvine is looking to add their next generation of talent. This is a great opportunity for someone with good business sense who is looking for a great opportunity to work on complex transactions.
Desired Background:
- 3+ years of transactional real estate experience
- Purchase and sale agreements, leasing, loan documents
- Represent developers in large complex projects
- Top law school and big firm experience is a plus
- Admitted to California
- Very reputable law firm with great training
- Work in a collaborative team
- Hybrid position
- Great place to build a career with competitive salary
Salary will be commensurate with experience.
If you're thinking of making a change and want to learn more, reach out to me at .
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Real Estate Agent
Posted 2 days ago
Job Viewed
Job Description
Weichert is one of the largest independently owned real estate companies in the country. We are in partnership with our real estate agents, co-branding them, and laser-focused on one common goal: provide the customer with the very best sales experience possible with the best agents in the industry using our advanced myWeichert leading-edge technology web platform, marketing expertise, extensive support, and our award-winning training.
Many agents, teams and even brokers have become dependent on a singular source for new customers. Weichert empowers real estate agents to easily diversify their sources of new business. The ideal candidates will take advantage of our “best of both worlds” approach of supporting our real estate agents by combining innovative tools with high-touch coaching based on real-world experience.
Weichert invests in its real estate agents and their business. As we work hard to help agents either improve their current sales path or launch their real estate sales career professionally and successfully, we know the ideal candidate we’re looking for will meet the following requirements:
High school diploma or GED. Have or be willing to obtain a real estate salesperson license. Strong interpersonal skills, including being comfortable talking to new people. Good customer services skills. Good oral and written communications skills. Ability to multitask in a fast-paced environment. Strong attention to detail. Desire to work both as part of a cohesive team office environment while having a high degree of self-discipline, independence and an entrepreneurial mindset. Flexibility in meeting with customers based on their convenience. Proficient with social media networking tools such as LinkedIn and Facebook. Willing to learn the latest technology using our myWeichert CRM, website and marketing platform. Desire to take advantage of all the free training to earn targeted income via commissions. Ability to make prospecting calls, work open houses and follow-up with company-generated leads. Ability to learn scripts and presentations and use the given company marketing materials to build more business.
Apply Now If you’re interested in being considered for one of the few openings complete the form below and we will contact you to determine next steps. These positions are commission-based opportunities to propel your sales career in this industry. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Your information will be kept strictly confidential.
Each Weichert® Franchised Office is Independently Owned and Operated.
By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
Real Estate Agent
Posted 2 days ago
Job Viewed
Job Description
Are you a driven, customer-focused individual looking to build a successful career in real estate? Our local Weichert® franchised company is seeking enthusiastic Real Estate Agents to join our dynamic team. Whether you're just starting or have years of experience, we provide the training, tools, and support to help you thrive in this exciting industry.
Responsibilities
Assist clients in buying, selling, and renting properties
Conduct property showings, open houses, and market analysis
Build and maintain a robust client base through networking and lead generation
Guide clients through the entire real estate process, from initial consultation to closing
Utilize Weichert’sstate-of-the-art myWeichert CRM and marketing tools to manage leads and market properties effectively
Stay up to date with local market trends, regulations, and best practices
Qualifications
High school diploma or GED
Valid real estate license (or willingness to obtain one)
Excellent communication and interpersonal skills
Strong negotiation skills and the ability to close deals effectively
Self-motivated, ambitious, and driven to succeed
Ability to work independently and as part of a team
Willingness to attend ongoing training and professional development sessions
What We Offer
Comprehensive Training: Access to Weichert University, onboarding and coaching programs, and regular training sessions to ensure your success
Cutting-Edge Technology: Use of our myWeichert CRM, automated marketing tools, and lead generation systems
Competitive Compensation: Attractive commission structures with performance-based incentives
Supportive Team Environment: Join a collaborative team that fosters growth and success, with administrative support to help manage your workload
Financial Growth Opportunities: A clear path to advance your business
How to Apply
If you’re ready to take your real estate career to the next level, we want to hear from you! Please click the “apply now” button to submit your complete contact information to being the application process.
About Us
At our local Weichert® franchised office, we are committed to helping our agents succeed. As part of the Weichert® family, we offer the perfect blend of local expertise and national resources, ensuring our agents have everything they need to excel. Join us and be part of a winning team dedicated to delivering exceptional service and achieving outstanding results.
This position is a 1099 commission-based opportunity to propel your sales career to the next level.
Weichert® is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
Each Weichert ® Franchised Office is Independently Owned and Operated.
By submitting this application, you consent to receive communication from Weichert ® or affiliated Weichert ® companies via text message, phone call, and email.
Real Estate Associate Attorney
Posted today
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Job Description
This Jobot Job is hosted by: Ashley Hunt
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000 - $350,000 per year
A bit about us:
A boutique business law firm in Beverly Hills, we deliver top-tier legal services with the agility and personalization of a close-knit team. Our attorneys, trained at elite firms, handle sophisticated matters across real estate, corporate finance, M&A, lending, employment, IP, media, and entertainment. We combine big-firm talent with a lean, strategic approach—valuing long-term client partnerships over billable churn. Join a firm where high-caliber work meets real collaboration and meaningful impact.
Why join us?
Here, you're more than a billing number—you’re a valued contributor shaping high-impact legal solutions for sophisticated clients. We offer the best of both worlds: complex, high-stakes work typically found at global firms, and a supportive, entrepreneurial environment where your voice matters. Our lean staffing model means real responsibility, direct client interaction, and faster career growth. If you’re looking to do meaningful work with talented colleagues—without sacrificing autonomy, flexibility, or quality of life—this is the place.
Job Details
We are seeking a talented Associate Attorney to join our Real Estate practice group. The ideal candidate will have 2–6 years of experience handling commercial real estate transactions in a sophisticated legal environment.
Key Qualifications:
J.D. from a Top 40 U.S. law school
2+ years of experience practicing real estate law at an AmLaw 100 firm or a reputable regional firm
Strong background in commercial real estate transactions, including acquisitions, dispositions, leasing, and financing
Demonstrated stability in career progression with minimal job-hopping post-law school
Exceptional drafting, negotiation, and organizational skills
Licensed and in good standing with the bar of the jurisdiction in which you intend to practice (or willing to obtain)
Preferred Attributes:
Team-oriented with a client-first mindset
Strong work ethic and keen attention to detail
Ability to manage multiple complex transactions simultaneously
Excellent written and verbal communication skills
What We Offer:
Competitive compensation and benefits
Opportunity to work with high-profile clients and sophisticated transactions
Supportive, collaborative firm culture
Clear path for career advancement and professional growth
If you meet the above criteria and are looking to take the next step in your legal career, we encourage you to apply.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Finance Manager (Real Estate)
Posted today
Job Viewed
Job Description
One of the largest private real estate developers in the world is looking to further expand its finance team.
Why join us?
- Longstanding, reputable real estate development and investment company with a large growing pipeline
- Strong management and executive team focused on mentoring and development
- Newly created position due to growth
- High visibility and immediate advancement potential within this expanding team
Position Summary:
Our client, a leading real estate developer, is seeking a Finance Manager to join their Capital Markets Group. This role is instrumental in supporting the underwriting and capitalization of new acquisitions and development projects across industrial and office product types within U.S. operations.
Responsibilities:
- Support acquisition and development underwriting efforts through financial modeling and analysis.
- Assist with structuring and securing project-level debt and equity financing.
- Provide financial management and operational support to local market offices.
- Coordinate with internal teams and external capital partners to drive transactions forward.
- Contribute to market research, investment memos, and internal decision-making materials.
- Manage multiple projects with a proactive and detail-oriented approach.
- Bachelor's degree in Finance, Real Estate, Economics, or related field.
- 3-6 years of experience in commercial real estate, banking, or finance.
- Strong financial analysis, valuation, and modeling skills (Excel proficiency required).
- Excellent interpersonal and communication skills with the ability to build strong internal and external relationships.
- Proven ability to work independently and manage several priorities in a fast-paced environment.
- Transactional mindset with a hands-on, solutions-oriented approach.
- Experience working with real estate developers, commercial banks, or real estate finance firms.
- Exposure to capital markets, debt/equity structuring, and underwriting industrial/office developments.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Tax Manager - Real Estate

Posted 1 day ago
Job Viewed
Job Description
Recruiting for this role ends on May 31, 2026.
What You'll Do
Deloitte Tax Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance services to clients in the Real Estate industry sector. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, work with state of the art technology, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. Responsibilities will include:
+ Assisting clients with life events for partnerships (e.g., formations, mergers, initial public offerings), inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing.
+ Using proprietary technologies to assist clients in streamlining their tax compliance processes and achieve worldwide compliance.
+ Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements in the real estate industry.
+ Advising clients on a variety of tax issues, including REIT Qualification, impact of Tax Reform on passthroughs and other Real Estate clients, business restructuring, and tax controversy.
+ Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of the art technology and data analytics.
+ Managing engagement workflow, engagement team resources, and engagement billing.
+ Mentor and develop junior staff, including those in our U.S. India office, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit.
The Team
As global leaders in providing professional services to the Real Estate industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services.
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week.
+ 5+ years in corporate tax experience
+ A bachelor's degree in accounting, finance or related field
+ Solid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
+ Strong managerial experience with budgets, people and projects
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
Preferred
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Previous Big 4 or large CPA firm experience
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Tax Senior - Real Estate

Posted 1 day ago
Job Viewed
Job Description
Recruiting for this role ends on June 1, 2026
Work You'll Do
As a Senior Tax Consultant, you will work within an engagement team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:
+ Performing detail-level reviews of partnership work papers, allocations, and tax returns as well as preparing materials and research for consulting projects related to tax planning opportunities.
+ Coordinating and communicating with client contacts as required to gather information to complete their tax returns.
+ Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.
The Team
As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our cross-functional industry group is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.
Qualifications
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ 3+ years experience providing tax planning services or preparing client work papers and income tax returns
+ Bachelors degree in accounting, finance or other business-related field
+ Ability to demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained, or in process, or must be able and willing to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
Preferred
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Experience working in a virtual and/or global environment
+ Passion for leveraging technology and exploring new technology solutions
+ Experience with accounting for income taxes in accordance to ASC740
+ Previous Big 4 or large CPA firm experience
+ Excellent research and writing skills
+ Excellent presentation and communications skills
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Business & Real Estate Transactional Attorney
Posted 2 days ago
Job Viewed
Job Description
At our firm, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team's experience. In addition to health and wellness benefits, our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team.
Salary :
$130,000 - $230,000 base salary (dependent on experience and billing rates)
Business & Real Estate Transactional Associate Attorney Position :
We are seeking an associate to work in a collaborative environment with partners and
senior attorneys on business and real estate matters. This position offers the opportunity to grow
your knowledge base by actively participating in complex transactions and frequently interact with
business owners and high-net-worth individuals. This is an ideal position for attorneys looking to
advance their careers by taking a greater role in transactions while receiving regular mentoring.
Responsibilities and Duties Include :
- Forming and maintaining business entities and advising and strategizing with clients on potential opportunities
- Advising clients regarding corporate governance, tax, and business succession planning
- Representing clients in mergers & acquisitions, financings, and real estate transactions
- Drafting and negotiating various agreements
Requirements :
- J.D. from an accredited law school; a member in good standing of the California Bar
- Strong drafting skills
- Highly team-oriented
- Prior knowledge and experience in the areas of corporate law, mergers & acquisitions, real estate, lending and financing, tax, or succession planning is preferred but not required
Benefits :
- Quarterly bonuses
- 8 medical plan options with employer funded HSA
- Dental and vision plans
- 401(k) plan with significant employer matching
- Monthly employee perks and events
- Orange County Register 2020 and 2021 Top Workplace
Applicants will be asked to submit a resume and cover letter. Applicants who are selected for an interview will be asked to provide a writing sample
Financial Analyst-Commercial Real Estate
Posted 6 days ago
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Job Description
Join to apply for the Financial Analyst-Commercial Real Estate role at The Orden Company, LLC
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Description
The purpose of this job description is to communicate the duties and responsibilities associated with the position of Financial Analyst. While the following information should be considered a comprehensive description of the position, it should also be noted that some duties and responsibilities may not be specifically addressed.
Description
The purpose of this job description is to communicate the duties and responsibilities associated with the position of Financial Analyst. While the following information should be considered a comprehensive description of the position, it should also be noted that some duties and responsibilities may not be specifically addressed.
The Financial Analyst will be responsible for the essential aspects of commercial real estate corporate finance, including budgeting, forecasting, reporting, and creating actionable analytics. The Financial Analyst is a trusted partner providing analytical advice to all departments, driving strategic decision-making, and ensuring continued growth.
Job Responsibilities
- Develop and prepare Financial Reporting Packages for Management, Board and Ownership
- Support tax planning and compliance efforts
- Build and maintain complex cash flow projection models, forecasts, and Five-Year Business Plan
- Compile quantitative analysis of budgeted, actual, and projected cash flows
- Develop financial planning models, collect market data, and identify benchmarks to support the real estate decision-making process
- Research and apply critical thinking to industry trends, competitors and current events to provide relevant business insights
- Produce ad hoc financial analysis at the property, corporate, and family office levels as requested
- Interact closely with senior management and others in a collaborative manner
- Prepare quarterly debt covenant compliance certificate
- Create process documentation, including write-ups and flow charts
- Managing clerical duties, including insurance applications, census surveys, and various tax documents
- Bachelors degree in accounting, finance or real Estate
- 2-5 years of experience in Real Estate, Finance or Accounting
- Track record with financial modeling, including detailed financial statement analysis, budgeting, forecasting, and performance metrics
- Proficient in Excel and other Microsoft Office products
- CPA/MBA a plus
- Yardi experience a plus
- Ability to work on multiple projects with accuracy and efficiency, while keeping deadlines
- Strong verbal and written communication skills
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
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