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Coreland Companies Portfolio Property Accountant is responsible for all accounting and reporting duties for a portfolio of cash and/or accrual basis properties; working in collaboration with third-party accounting support; training and mentoring in-house accounting team members. This individual should have a strong understanding of all technical accounting issues related to retail commercial real estate.

Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Conducts property accounting for a select portfolio of cash and/or accrual basis properties, including the preparation of financial statements; creating and posting journal entries; fixed asset depreciation and amortization schedules; an in-depth review of general ledger and income statement; variance comment review; and supporting schedules, reconciliations, and distributions.

Work with third-party accounting support services to review monthly reports, journal entries, supporting schedules, etc.

Support the preparation of miscellaneous external financial reports or special client requests.

Identify, document and communicate any technical or reporting issues for Property Manager.

Assist with the training and mentoring accounting staff and new hires.

Support Accounting Manager with preparation or review of budgets, CAM reconciliations, insurance calculations, tax packages, audits or the onboarding of new properties.

Act as an internal and external customer service leader, supporting any additional accounting projects as needed.

Quantitative analytical and accounting skills.

Advanced MRI/Yardi and Excel competence; Kardin experience of benefit.

Ethical conduct.

Organization and time management skills.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment This job operates in a professional office environment, routinely using standard office equipment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Position Type/Expected Hours of Work

This is a full-time position, and hours of work and days are Monday through Friday, 8:30 a.m. to 5:30 p.m.

Travel No travel is required for this position.

Required Education and Experience

Bachelors degree or equivalent vocational/technical training.

At least five years of experience in retail property accounting.

Experience in working with Office 365 platforms, MRI, and/or Yardi software programs.

Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing and Finance

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• 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

• 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

• 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.

• Provide legal support for the Real Estate and Property Management department
• Address landlord/tenant and other operational issues and property management matters
• Conduct all aspects of transactional legal negotiations for new store development, existing store remodels, and related real property due diligence (including title and survey review and advising on land use matters)
• Communicate with other real estate department team members regarding contractual status, key dates/deadlines, requirements, action steps and costs

• Full-time, Exempt
• Salary Range is $190,000 - $230,000
  The above represents the expected pay range for this job requisition. Ultimately, in determining your pay, we will consider your experience and other job-related factors.
• Office Hours: Monday-Friday, 8:00 am - 5:00 pm
• Office location: Baldwin Park Real Estate Office
• Some need for weekend or after hours work; occasional overnight travel may be required
• Excellent Benefits, to include Medical, Dental, Vision, Life Insurance, FSA's, 401(k)/Profit Sharing Plan, Adoption Assistance, Education Reimbursement, Supplemental Health Plans and Pet Insurance

• Juris Doctorate Degree from an ABA-accredited law school; required
• Licensed attorney in good standing with the California Bar Association; required
• Minimum 4+ years' experience practicing real estate law, with an emphasis on quick service restaurant/retail development desired
• Expertise in real estate property contract negotiations and due diligence
• Excellent verbal and written communication skills, including public speaking/presentation skills
• Ability to maintain confidentiality and to exercise discretion and good judgment; strong moral compass and ability to operate with integrity and professionalism
• Excellent organizational skills and attention to detail
• Excellent time management skills and proven ability to meet deadlines in a fast-paced environment
• Strong analytical and problem-solving skills
• Ability to work autonomously and independently, yet be an integral part of an overall team environment
• Excellent knowledge of Microsoft Office software, including Word, Excel, PowerPoint and Outlook

• Perform comprehensive financial modeling and valuation analysis for potential real estate acquisitions, developments, and dispositions, including discounted cash flow (DCF), IRR, and equity waterfall models.
• Conduct in-depth market research and due diligence, analyzing supply and demand trends, competitive properties, demographic data, and economic indicators.
• Prepare detailed investment memoranda, presentations, and reports for internal investment committees, partners, and lenders.
• Assist in the underwriting process for new opportunities, including review of leases, operating statements, and third-party reports.
• Monitor and analyze portfolio performance, providing regular updates and recommendations for asset optimization.
• Support the acquisition and disposition teams throughout the transaction lifecycle, including closing processes.
• Collaborate with development, asset management, and property management teams to evaluate project feasibility and performance.
• Track industry trends, regulatory changes, and emerging technologies impacting the real estate market.
• Assist in the preparation of annual budgets and strategic plans for specific assets or portfolios.
• Present findings and insights clearly and concisely to senior management and external stakeholders.
• Manage and organize large datasets for analytical purposes.

• Bachelor's degree in Real Estate, Finance, Economics, Business Administration, or a related quantitative field.
• Minimum of 3-5 years of experience in real estate financial analysis, investment banking, private equity real estate, or a related field.
• Exceptional financial modeling skills (pro forma, DCF, IRR, equity waterfalls) in Excel are a must.
• Strong understanding of real estate valuation methodologies and market fundamentals.
• Proficiency in real estate specific software (e.g., Argus Enterprise) is highly desirable.
• Excellent analytical, problem-solving, and critical thinking skills.
• Superior written and verbal communication skills, with the ability to articulate complex financial concepts.
• Highly organized, detail-oriented, and capable of managing multiple projects simultaneously.
• Ability to work effectively both independently and as part of a collaborative team.
• Knowledge of the Los Angeles real estate market is a plus.

• Conduct comprehensive market research and analysis, identifying trends, comparable sales, and competitive properties in various commercial sectors (office, retail, industrial, multifamily).
• Develop sophisticated financial models for prospective acquisitions, dispositions, and development projects, including cash flow projections, valuation analyses (DCF, cap rate), and sensitivity analyses.
• Assist in the preparation of investment memoranda, presentations, and reports for internal stakeholders and external investors.
• Support the due diligence process for potential transactions, including reviewing leases, financial statements, property reports, and legal documents.
• Track and analyze portfolio performance, including rent rolls, operating expenses, and occupancy rates.
• Collaborate with asset management, property management, and leasing teams to optimize property performance.
• Maintain and update internal databases with market data, property information, and transaction comparables.
• Research and summarize zoning regulations, land use policies, and economic incentives relevant to potential projects.
• Assist in the underwriting of debt and equity financing for real estate transactions.
• Stay current with real estate industry trends, economic indicators, and regulatory changes.

• Bachelor's degree in Finance, Real Estate, Economics, or a related quantitative field.
• Minimum of 1-3 years of experience in commercial real estate analysis, investment banking, or private equity.
• Advanced proficiency in Microsoft Excel for financial modeling and data analysis is essential.
• Strong understanding of real estate valuation methodologies and investment concepts.
• Excellent analytical, quantitative, and problem-solving skills with meticulous attention to detail.
• Strong written and verbal communication skills for presenting complex data clearly.
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• Proficiency with real estate data platforms (e.g., CoStar, Argus Enterprise) is a significant plus.

• Master's degree (e.g., MBA, MSRE) or progress towards CFA designation.
• Experience with Argus Enterprise modeling.
• Knowledge of the Los Angeles real estate market.

• Actively generate leads and cultivate new client relationships for commercial real estate opportunities (e.g., office, retail, industrial, multi-family, land).
• Conduct in-depth market research and analysis to identify commercial property trends, opportunities, and comparable transactions.
• Prepare comprehensive property valuations, financial analyses, and market reports for clients.
• Develop and execute strategic marketing plans for commercial listings.
• Show properties to prospective buyers or tenants, highlighting key features and benefits.
• Negotiate sales, lease agreements, and investment transactions on behalf of clients.
• Draft and review real estate contracts, ensuring accuracy and legal compliance.
• Provide expert advice to clients on property acquisitions, dispositions, and investment strategies.
• Maintain a robust database of commercial properties, clients, and market intelligence.
• Attend industry events, network with professionals, and participate in community activities to expand client base.
• Collaborate with legal counsel, lenders, and other professionals to facilitate smooth transactions.

• Valid California Real Estate Salesperson or Broker license is required.
• Minimum of 2-4 years of experience in commercial real estate, with a proven track record of successful transactions.
• Strong knowledge of the Los Angeles commercial real estate market.
• Excellent negotiation, sales, and client relationship management skills.
• Exceptional verbal and written communication and presentation abilities.
• Highly organized, detail-oriented, and capable of managing multiple concurrent transactions.
• Proficiency in real estate software, CRM systems, and Microsoft Office Suite (especially Excel).
• Self-motivated, proactive, and able to work independently to achieve targets.
• Strong financial acumen and ability to understand complex real estate financial models.
• Ability to build and maintain a strong professional network.
• Valid driver's license and reliable transportation for property showings and client meetings.

Supports the development and maintenance of comprehensive compliance programs to ensure adherence to Credit Union operational requirements, laws, and regulations. Assists business units with regulatory and operational compliance by reviewing forms, disclosures, communications, advertisements, risk assessments, and standard operating procedures. This position is not responsible for BSA compliance. Monitors and interprets regulatory changes, evaluates their impact, and provides recommendations to ensure compliance. Makes recommendations to support the business units with implementation through training, procedural updates, and form revisions. Identifies compliance risks, recommends solutions, and supports corrective actions to maintain adherence to policies, procedures, and regulatory requirements. Reviews and provides input on loan agreements, disclosures, marketing materials, advertisements, and communications to ensure compliance. Conducts legal and regulatory research to support management and respond to inquiries received from Credit Union Management, teammembers, and government agencies. Act as a resource for questions regarding regulatory issues. Assists with managing the compliance monitoring and testing calendar, ensuring timely reviews and reporting findings to management. Supports regulatory examinations and audits by coordinating documentation and responses. Contributes to the development and enhancement of Standard Operating Procedures (SOPs) to align with compliance requirements. Recommends and reviews training programs to enhance teammember awareness and understanding of compliance policies. Updates and disseminates information on relevant laws and regulations. Supports compliance training and guidance to teammembers and business units to promote regulatory awareness. Assesses risk potential of current procedures and recommends process improvements to minimize compliance risks and loss exposure. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications High School Diploma or GED required Bachelor's Degree or equivalent years of experience preferred 3-5 years of prior relevant experience required Previous experience with credit union and / or financial institution preferred America’s Credit Unions Certified Credit Union Compliance Officer (CUCO) or NAFCU’s Certified Compliance Officer (NCCO) designation(s) preferred Knowledge, Skills, and Abilities Knowledge of federal and state consumer protection and regulatory compliance requirements. Knowledge with Microsoft Office, including Word, Excel, and Power Point Analytical skills Communication skills, including intermediate-level writing, and ability to present complex materials Legal research ability using the internet and available resources #J-18808-Ljbffr

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

• 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

• 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