Oversee accounting and financial reporting for 40+ entities and ~100 properties.
Manage monthly, quarterly, and annual close processes.
Ensure accurate property-level, entity-level, and consolidated reporting.
Lead budgeting, forecasting, and KPI reporting for the portfolio.
Build SOPs, dashboards, and recurring reports to improve decision making.
Drive automation and AI transitions to a tech-enabled accounting model with ownership.

Lead the annual budgeting process for the company, its entities, and its property portfolio.
Create and maintain property-level, entity-level, and company-level budgets.
Develop budget-to-actual reporting and variance analysis for ownership and senior management.
Build financial forecasts, cash flow projections, and capital planning reports.
Establish and manage recurring KPI reporting for accounting, finance, property management, leasing, maintenance, and operations.
Identify the most important financial and operational KPIs and create a consistent reporting cadence.

Take ownership of the entire accounting and finance department.
Create, document, diagram, and manage departmental workflows and SOPs.
Build systems for recurring accounting tasks, reporting deadlines, and responsibility assignments.
Identify weaknesses in existing accounting operations and implement practical solutions.
Manage internal accounting staff and help develop a high-performance department.
Establish accountability, reporting cadence, and measurable standards for the finance team.

Manage accounting processes within AppFolio and related systems.
Improve workflows for property accounting, tenant ledgers, owner reporting, bank reconciliations, payables, receivables, and property-level reporting.
Ensure AppFolio is used consistently and accurately across the portfolio.
Experience implementing, cleaning up, optimizing, or managing AppFolio accounting systems is strongly preferred.

Lead transition from manual accounting to automated, AI-assisted operating model.
Identify repetitive tasks that can be improved through automation, AI, offshore staffing, or better design.
Develop written SOPs and process diagrams for major accounting functions.
Help create a structured finance department not dependent on one person’s knowledge.
Implement AI-assisted tools to improve accuracy, speed, and visibility.
Evaluate tools to improve accuracy, speed, accountability, and reporting quality.
Work with ownership to design the next-gen accounting infrastructure.

Controller - Director of Accounting (Commercial Real Estate)

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