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Manager of Financial Analysis and Reporting (Real Estate Investments)

Full Time
Work Place
Real Estate Field
  • Accounting / Control
Palm Beach
Postal Code
United States

This job is no longer active.


Job Summary

To assist in the underwriting, analysis and on-going reporting related to the real estate investments for

a national portfolio of real estate properties owned by a single family investment office


  • Assist in the research, modeling and assessment of new real estate investment opportunities
  • Prepare and maintain internal financial models for real estate investments to determine the downside, base case and best case return for each prospective project
  • Compare internal financial models to those of project sponsors to thoroughly understand project risks and opportunities
  • Audit and vet capital draw requests prior to funding to ensure accuracy and completeness
  • Project company cash flows and liquidity needs based on projected investments and dispositions
  • Maintain internal capital account balances for real estate investment pursuant to various operating agreements
  • Audit internally maintained capital account balances against third-party prepared capital account information
  • Review proposed distributions from real estate investments and ensure their accuracy and compliance with each project’s respective operating agreement
  • Coordinate with internal and external accounting teams to assist in the preparation of annual tax returns and other necessary regulatory filings
  • Prepare investment packages for potential co-investors to highlight the merits and key risks of projects
  • Update internal systems and databases related to key project information and milestones
  • Prepare reporting for co-investors on the status and progress of on-going projects
  • Monitor the financial health of tenants to which the portfolio is exposed, including credit rating decisions, earning reports, and SEC filings
  • Coordinate with the Controller to maintain and regularly run reports showing the true returns on real estate investments, after accounting for taxes and deal-level expenses
  • Prepare and submit invoices for reimbursement for recoverable project expenses
  • Coordinate with internal and external accounting teams on biannual update of agreed upon procedures report, auditing real estate investment returns
  • Review and reconcile monthly bank statements and submit monthly real estate allocations to portfolio manager
  • Monitor the entity closeout process for each deal post-disposition, including tracking escrow holdbacks
  • Prepare and distribute non-disclosure, non-circumvention, and confidentiality agreements to potential co-investors or other third parties
  • Stay informed on trends and themes in the real estate sector to help shape the firm’s perspective and strategy


  • Bachelor’s degree in a relevant field of study
  • Graduate degree in finance or accounting and or five years of experience in financial reporting
  • Certified Public Accountant preferred
  • Thorough understanding of Microsoft Excel and financial modeling
  • Understanding of fundamental tax, finance and accounting relating to real estate investing and private equity
  • Awareness to spot trends in the broader economy and real estate sector and relate them to the business
  • Willingness to periodically travel to various company offices and attend meetings with business partners
  • Strong written and verbal skills


  • Choice of office between Palm Beach, FL or San Antonio (Boerne), TX

Job Functions

  • Accounting / Control
  • Financial Analysis
  • Tax

Job Sectors

  • Industrial
  • Office


2+ to 5 years

This job is no longer active.

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