Winchesters
Senior Finance Analyst for Portfolio Management
Job Description
Lead financial planning and compliance as a Senior Finance Analyst. Focus on investment onboarding and deliver impactful financial reports while mentoring a talented finance team.
This position plays a crucial role in managing financial planning and reporting for a growing portfolio within the real estate sector. You’ll review third-party financial packages, support closing documentation, and contribute to annual budgets. Key responsibilities also include managing compliance activities while driving process improvements for accurate reporting and analysis.
Key Responsibilities:
• Review third-party financial packages for completeness
• Manage investment onboarding and offboarding
• Lead improvements in reconciliation processes
• Prepare financial deliverables and reports
• Support compliance activities including audits
Requirements:
• 3+ years of progressive finance or accounting experience
• In-depth know...
This position plays a crucial role in managing financial planning and reporting for a growing portfolio within the real estate sector. You’ll review third-party financial packages, support closing documentation, and contribute to annual budgets. Key responsibilities also include managing compliance activities while driving process improvements for accurate reporting and analysis.
Key Responsibilities:
• Review third-party financial packages for completeness
• Manage investment onboarding and offboarding
• Lead improvements in reconciliation processes
• Prepare financial deliverables and reports
• Support compliance activities including audits
Requirements:
• 3+ years of progressive finance or accounting experience
• In-depth know...