The Senior Financial Manager will oversee property level financial operations, including accounting, cash management, and loan compliance, supporting corporate investment activities.
POSITION SPECIFICATION
SENIOR FINANCIAL MANAGER
Shine Associates, LLC has been retained to search, identify and recruit a Senior Financial Manager (“SFM”) on behalf of our client (‘Company’). This position will be based in the Boston, MA office.
CONFIDENTIALITY
Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity.
CLIENT DESCRIPTION
Our client is a real estate investment and development company that focuses primarily on industrial and residential markets. Headquartered in Boston, with offices in Atlanta and Philadelphia, the Company searches for unique investment opportunities throughout the East Coast.
The Company finds and invests in opportunities across the risk spectrum; this results in insightful investments ranging from short-term, value-add projects to long-term, multiple-oriented deals. With operating expertise across this spectrum, the firm is capable of capitalizing on a vast array of deal types.
The Company’s mission is to be the best real estate value investor on the East Coast by relentlessly seeking and creating value through strategic, data-driven investments that deliver superior returns for our investors.
The Company’s Corporate Vision
The firm’s vision is to build an enduring real estate investment firm defined by its ability to find value where others don’t. The Company uncovers hidden opportunities, transforming properties and markets to deliver exceptional returns for our investors. Success is driven by a team of empowered leaders who operate with extreme ownership, humility, and a relentless focus on value creation. By building a company where leadership and expertise are shared, the firm aims to create a business that thrives for generations—long after its founders—while continuing to generate wealth, growth, and impact for our investors, team members, and communities.
The Company takes seriously their Core Values:
- Value Creation: Their business is built on finding and creating value in every deal, property, and relationship.
- Ownership: Operates with extreme ownership, where every team member is accountable for their collective success.
- Fiduciary Excellence: Committed to safeguarding their investors’ capital, ensuring every decision maximizes value with transparency and integrity.
- Agility: They move swiftly and strategically, taking advantage of hidden opportunities in the market.
- Growth and Humility: Lead with humility and a focus on continuous growth—both personally and professionally.
SENIOR FINANCIAL MANAGER
The Company is a real estate investor and developer focused on the commercial and residential sectors. The firm currently owns over four million square feet of real estate across the East Coast and has a pipeline of development approaching $1 billion. The Senior Financial Manager position will lead all property level financial operations across the portfolio, including accounting, reporting, cash management, and loan compliance. The role will also provide support for corporate investment accounting activities that connect to property level financials, such as capital funding, distributions, cash transfers, and transaction accounting related to property purchases and sales.
The ideal candidate will have deep experience in commercial real estate accounting, strong technical knowledge of GAAP, and the ability to manage complex reporting across multiple entities. A CPA designation is preferred but not required.
This position will report directly to the Head of Property Management and support the Company’s Asset & Property Management teams and corporate accounting.
SPECIFIC RESPONSIBILITIES
Property Management (Primary)- Oversee all property level accounting, including monthly, quarterly, and annual financial reporting.
- Manage property level cash flow, reserves, capital expenditures, and investor or partner distributions.
- Prepare and review budgets, reforecasts, and variance analyses.
- Coordinate property audits, lender compliance reporting, tax return preparation, and year-end financial packages.
- Maintain accuracy of loan compliance schedules, debt service coverage ratios, and covenant tracking.
- Partner with Property Management and Asset Management teams to align accounting with business and operational plans.
Corporate Investment Accounting (Secondary)
- Oversee accounting functions related to investment activity between corporate and property entities.
- Manage and reconcile capital funding, equity contributions, and investor distributions tied to property operations.
- Support accounting for purchases, sales, refinances, and intercompany cash transfers.
- Collaborate with Asset Management and Investment teams during acquisitions and dispositions to ensure proper accounting for funding, closing statements, and capital events.
- Prepare financial schedules and documentation for investment tracking, cash management, and external audits.
- Collaborate with the Investor Relations and Corporate Finance teams to ensure accurate and timely flow of financial information between entities.
PROCESS & TECHNOLOGY
- Maintain and strengthen accounting controls across corporate and property platforms.
- Identify opportunities to streamline reporting and automate data integration between property and corporate systems.
- Lead efforts to enhance accuracy and consistency of financial information across entities.
QUALIFICATIONS & SKILLS
- Bachelor’s degree in Accounting, Finance, or related field required; CPA preferred.
- 5–7 years of progressive accounting experience, with direct exposure to commercial real estate accounting.
- Experience in both public accounting and real estate accounting is strongly preferred.
- Strong knowledge of GAAP and commercial real estate financial reporting.
- Proven ability to manage property level financial statements, audits, tax prep, and loan compliance.
- Accounting Software: Yardi experience required
- Advanced Excel skills and strong financial modeling capabilities.
- Highly organized, analytical, and detail-oriented, with excellent written and verbal communication skills.
- Self-starter who thrives in a fast-paced, entrepreneurial environment.
WORKING CONDITIONS & PHYSICAL REQUIREMENTS
- Must be able to remain in a stationary position (sit/stand at a computer) for long periods of time.
- May require occasional travel to other job sites or for business purposes.
COMPENSATION
The annual compensation for this role is expected to be approximately $100,000-150,000. Actual base salary and bonus will be determined by several components, including but not limited to: relevant experience, skills and qualifications, base salary of internal peers, and geographic location. In addition to base salary, this role may be eligible for a discretionary annual bonus.
CONTACT INFORMATION
Shine Associates, LLC
45 School Street, Suite 301
Boston, MA 02108
www.shineassociatesllc.com
Shine Associates, LLC
45 School Street, Suite 301
Boston, MA 02108
www.shineassociatesllc.com
David Slye, Managing Director
(781) 254-0600
[email protected]
Chandlee Gustafson, Associate
(978) 201-3100
[email protected]
Top Skills
Excel
Gaap
Yardi
Shine Associates Boston, Massachusetts, USA Office
One Exeter Plaza, 699 Boyleston, 8th Floor, Boston, Massachusetts, United States, 02116
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