Advice Personnel

Compensation

Full Description

Senior Manager, Portfolio Finance & Capital Oversight (Real Estate) - Fully Remote - $160k- $180k + B The Firm: A privately backed real estate investment and advisory firm with a diversified, multi-state commercial portfolio is expanding its finance function. The firm operates at the intersection of asset management, investment oversight, and strategic advisory, partnering closely with ownership groups, lenders, and institutional stakeholders. Led by seasoned real estate principals with deep experience across office, retail, mixed-use, and other asset classes, the organization combines institutional discipline with an agile, high-accountability culture. This is a remote position with a preference for candidates within commuting distance to New York City for periodic in-person collaboration. The Role: The Senior Manager will serve as a key finance partner supporting portfolio performance, capital oversight, and ownership reporting across a national portfolio. This is not a traditional property accounting role. Instead, this position bridges property-level financial review with investment-level analysis, debt oversight, and portfolio reporting. The right candidate will be comfortable operating independently, interacting with asset management and capital partners, and strengthening financial processes in a lean environment. You will work cross-functionally with asset management, third-party property managers, lenders, and external accounting providers to ensure accurate reporting, disciplined cash management, and clear financial visibility across assets. Responsibilities: Portfolio & Property Financial Oversight • Review monthly and quarterly property financial packages prepared by third-party managers • Analyze operating statements, balance sheets, cash flow, general ledger activity, and variance reporting • Monitor portfolio-level performance metrics and support business plan tracking • Identify reporting inconsistencies and partner with property managers to improve accuracy and timeliness Capital & Debt Management • Track lender reporting requirements and debt covenant compliance • Review debt service calculations, reserve activity, and capital expenditure funding • Support refinancing and recapitalization initiatives, including financial analysis and data coordination • Assist with capital planning and cash forecasting across assets Ownership & Investment Reporting • Support preparation of ownership-level and partnership financial reporting • Track capital contributions, distributions, and member loan activity • Coordinate with external auditors and tax providers to ensure timely and accurate deliverables • Assist in preparing consolidated portfolio reporting for internal and external stakeholders Process & Infrastructure Enhancement • Strengthen internal reporting frameworks and financial controls • Improve coordination between asset management, property managers, and external accounting partners • Contribute to the development of scalable financial workflows as the platform grows • Provide ad hoc financial analysis to support investment and asset-level decision-making Qualifications: • 7–10+ years of commercial real estate accounting or portfolio finance experience • Strong understanding of property-level reporting and ownership/entity structures • Experience working alongside asset management teams and interfacing with lenders • Exposure to debt compliance, refinancing, or capital planning initiatives preferred • Comfortable operating in a lean, high-responsibility environment • Detail-oriented, analytical, and proactive • Able to work independently while collaborating cross-functionally • NYC-based or within commuting distance for periodic meetings preferred Base Salary: $160k- $180k plus bonus The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to:bsedita@adviceny.com If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel • Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area*