Senior Manager, Portfolio Financial Operations
Lincoln Avenue Communities, Santa Monica, CA, United States
About Lincoln Avenue Communities
Welcome to Lincoln Avenue Communities (LAC) – a leading, mission‑driven real estate private equity firm dedicated to strengthening communities through the development and preservation of affordable housing. As a vertically integrated developer, investor, and long‑term operator, we deliver sustainable, high‑quality homes to lower‑ and moderate‑income individuals, seniors, and families across 32 states. Our growing portfolio – more than 180 properties and 30,000 homes – reflects our commitment to long‑term impact, operational excellence, and resident well‑being. LAC is proud to be recognized as an industry leader, recently ranked No. 1 on Affordable Housing Finance’s 2025 AHF 50 list of top developers. Our approach combines strategic investment, thoughtful design, and community partnerships to deliver housing solutions that foster stability, opportunity, and resilience.
About This Role Lincoln Avenue Communities is seeking a Senior Manager, Portfolio Financial Operations to lead property‑level financial reporting and portfolio analytics across a large, national real estate portfolio. This is a great opportunity for someone who is excited to join a mission‑driven organization and contribute to work that creates meaningful impact through the development and preservation of affordable housing. Our team is seeking a manager with a strong foundation in accounting, audit, financial reporting, and financial analysis who is excited to step into a more strategic real estate finance leadership role. In this position, you’ll oversee key portfolio reporting processes, review property financials, and partner closely with teams across the business to support thoughtful, data‑informed decision‑making. We’re looking for someone who is analytical, organized, and collaborative—someone who can see both the details and the bigger picture, bring structure to complex processes, and help drive consistency across a growing portfolio. This role also offers the chance to lead and develop a team while helping improve reporting, systems, and workflows that support the business as we continue to scale. This role is based at our Santa Monica HQ, following a hybrid schedule (3 days in the office).
What You’ll Do Leadership & Team Development
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.
Portfolio Financial Reporting
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.
Investment Oversight
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.
Investor & Lender Reporting
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.
Financial Operations & Process Improvement
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 What Your Bring
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
Your Education & Experience
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 What We Offer
The expected base salary for the role is $165,000. To determine starting pay we carefully consider a variety of factors, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal parity. Our comprehensive total rewards package offers more than just a salary. Benefits include:
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
#J-18808-Ljbffr
About This Role Lincoln Avenue Communities is seeking a Senior Manager, Portfolio Financial Operations to lead property‑level financial reporting and portfolio analytics across a large, national real estate portfolio. This is a great opportunity for someone who is excited to join a mission‑driven organization and contribute to work that creates meaningful impact through the development and preservation of affordable housing. Our team is seeking a manager with a strong foundation in accounting, audit, financial reporting, and financial analysis who is excited to step into a more strategic real estate finance leadership role. In this position, you’ll oversee key portfolio reporting processes, review property financials, and partner closely with teams across the business to support thoughtful, data‑informed decision‑making. We’re looking for someone who is analytical, organized, and collaborative—someone who can see both the details and the bigger picture, bring structure to complex processes, and help drive consistency across a growing portfolio. This role also offers the chance to lead and develop a team while helping improve reporting, systems, and workflows that support the business as we continue to scale. This role is based at our Santa Monica HQ, following a hybrid schedule (3 days in the office).
What You’ll Do Leadership & Team Development
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.
Portfolio Financial Reporting
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.
Investment Oversight
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.
Investor & Lender Reporting
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.
Financial Operations & Process Improvement
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 What Your Bring
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
Your Education & Experience
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 What We Offer
The expected base salary for the role is $165,000. To determine starting pay we carefully consider a variety of factors, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal parity. Our comprehensive total rewards package offers more than just a salary. Benefits include:
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
#J-18808-Ljbffr