We are representing a privately held real estate investment firm seeking a highly skilled, hands on Controller to lead the accounting and financial operations of a retail and office portfolio. This strategic, hands-on role combines multi-entity oversight, property-level accounting, transaction management, and operational leadership. You will work directly with ownership, a third-party CPA, and third-party property managers in a collaborative environment, driving financial accuracy, efficiency, and reporting across the organization.
Responsiblities
Oversee month-end close and reconciliations across all entities (10–15 LLCs), ensuring accuracy, completeness, and timeliness of financial reporting.Manage property-level financials, including CAM/NNN reconciliations (handled in-house).Lead year-end close activities with our third-party CPA, including tax preparation, filings, and coordination for all entities.Manage transaction accounting for acquisitions, dispositions, and refinances, including closing the books, proper accounting treatment, and reporting.Review and approve property-level financials prepared by third-party property managers, ensuring compliance with accounting standards and internal policies.Implement and maintain treasury controls, including cash flow forecasting, bank account management, and property-level distributions.Prepare and present monthly, quarterly, and annual financial reporting packages to ownership, highlighting key insights and performance metrics.Monitor compliance with banking, lender reporting, compliance portals, and entity filings.Analyze and reconcile incomplete or irregular financials from acquisitions, ensuring accurate reporting for properties with limited historical records.Identify and implement process improvements and optimize accounting systems (AppFolio preferred but not required).Act as the primary liaison between accounting, property management, and ownership to ensure accurate and timely information flow.Support strategic financial decisions, including budgeting, forecasting, and investment analysis.
Qualifications
Minimum 5 years of accounting experience in commercial real estate with multi-entity, NNN/CAM reconciliations, and transaction accounting experience for retail and office assets.Proven ability to analyze, clean up, and reconstruct financials from incomplete or irregular data.Experience overseeing and reviewing third-party property manager financial reporting.Strong knowledge of banking, lender reporting, compliance portals, entity filings, and year-end close.Demonstrated expertise in transaction accounting related to acquisitions, dispositions, and refinances.Highly detail-oriented with excellent communication skills and ability to work collaboratively in a fast-paced environment.Bachelor’s degree in Accounting, Finance, or related field required; CPA preferred.Experience with AppFolio preferred but not required.Culture fit is critical: adaptable, proactive, and willing to provide strategic insights to support ownership.
