Portfolio Accountant jobs in United States
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Anchor Health Properties · 12 hours ago

Portfolio Accountant

Anchor Health Properties is a national, full-service healthcare real estate firm specializing in development and property management. The Portfolio Accountant will be responsible for managing the company's real estate portfolio, including financial reporting, tenant reconciliations, and collaboration with property managers.

Asset ManagementHealth CareProperty DevelopmentProperty ManagementReal Estate Investment

Responsibilities

Review and analyze general ledger for accuracy and reasonableness
Assume responsibility for evolving real estate portfolio which requires extensive technical competency. Administer portfolio with little to no input from management by 'taking ownership' of the portfolio
Perform tenant ledger reconciliations as well as aged-receivable reconciliations comparing what was charged and what was received
Collaborate with Property Managers in day-to-day payables administration
Provide assistance to Accounting and Property Management by auditing year-over-year property level budgets and identify discrepancies
Reconcile underwriting, leasing and property level budgets to ensure accuracy
Assist with annual CAM reconciliations by providing a thorough analysis of reconciliations and lease agreements where needed
Aid in further improving our process to identify property level operating expense
As directed, provide the first pass at reviewing monthly reports by applying variance analysis and investigate discrepancies between actual and budgeted expenses
As appropriate, reforecast the remaining calendar year budgets if trends suggest an update is necessary and make recommendations to Accounting and Property Management
Ensure data accuracy and integrity by reviewing lease agreements and entering data into VTS and Yardi, our Leasing and Accounting Platforms
Manage companies’ A/P and A/R, purchasing, accounting, entering and reviewing journal entries, and proper coding and clerical/administrative functions as required
Ensure proper audit trail and supporting documentation have been filed
Develop and maintain prepaid expense schedules and collaborate with accounting team and various Property Managers to ensure costs are expensed accurately and in a timely fashion
Develop Yardi Voyager expertise with day-to-day knowledge of systems analytics, inputs, tools, methods and processes necessary to successfully input and manage commercial real estate
Generate and develop financial spreadsheets and reports in Microsoft Excel
Conduct assigned research projects and prepared informal summaries for business development and management decision purposes as required
Work closely with the Accounting team and Vice President of Finance on special assignments such as Work-In-Progress account maintenance, company credit card and expense report processing, and corporate financial statement maintenance

Qualification

Accounting experienceYardi softwareMicrosoft ExcelCPA certificationLease interpretationCustomer serviceAttention to detailOrganizational skillsInterpersonal skillsOwnership mentality

Required

Must possess meticulous attention to detail, strong organizational skills, an energetic work-ethic, and the ability to accurately manage multiple tasks simultaneously
Must identify as a 'teachable' employee and have a 'can-do' attitude, professional correspondence etiquette, strong interpersonal skills and take 'ownership'/pride in work deliverables
Must be able to work in an extremely fast-paced environment while managing conflicting priorities and be able to self-manage and complete tasks with a certain degree of autonomy
Strong customer service and interpersonal skills
Strong Microsoft Excel skills
Bachelor's degree in Accounting or a related field required
3–5 years of accounting experience required

Preferred

Public accounting or real estate accounting experience preferred
CPA preferred, with an expectation to pursue CPA certification if not already attained
Familiarity with reading and interpreting leases preferred
Experience with Yardi software is a plus

Benefits

100% employer-paid medical, dental, and vision insurance options for employees
$2,000 HSA contribution and 401(k) with up to 4% match
Generous time off: 15+ PTO days, 11 holidays, parental leave / short-term disability, and mental health days
Professional development support and career growth opportunities
Workplace perks like summer hours, team summits, community service events, referral bonuses, and more

Company

Anchor Health Properties

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Anchor Health Properties is a healthcare real estate development, management, and investment company.

Funding

Current Stage
Growth Stage
Total Funding
$58.4M
Key Investors
First Citizens BankStepStone Real Estate
2024-04-23Debt Financing· $58.4M
2022-09-26Private Equity

Leadership Team

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John Koss
Vice President, Asset Management and Partner
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Company data provided by crunchbase