Portfolio Accountant

Department: Accounting & Finance
Reports To: Assistant Portfolio Controller
Classification: Exempt

Make an Impact Through Strategic Financial Management

Are you an accounting professional who enjoys going beyond the numbers to influence business decisions and drive operational success? We are seeking a Portfolio Accountant to join our growing team and play a vital role in the financial management of a diverse real estate portfolio within the senior living industry.

In this position, you will partner closely with operations, leadership, and investors to provide meaningful financial insights, support strategic planning, and help maximize portfolio performance. This is an excellent opportunity for a motivated professional who thrives in a collaborative environment, enjoys analytical problem-solving, and wants to see the direct impact of their work on business results.

What You'll Do

Financial Reporting & Analysis

• Prepare timely and accurate monthly, quarterly, and annual financial statements in accordance with GAAP and other applicable accounting standards.
• Analyze financial results, including assets, liabilities, revenues, expenses, and capital activity, to provide meaningful insights and recommendations.
• Prepare balance sheets, income statements, cash flow reports, and supporting schedules.
• Identify trends, risks, and opportunities to support operational and investment decision-making.

Budgeting & Forecasting

• Lead the preparation of annual operating budgets for assigned properties.
• Develop and maintain monthly forecasts and reforecasts to support business planning.
• Analyze current and projected financial performance and communicate key findings to leadership.

Business Partnership & Portfolio Management

• Partner with Operations team members to develop and maintain annual business plans, cash flow projections, financial analyses, and performance reporting.
• Monitor portfolio performance by tracking revenues, expenses, accounts payable, accounts receivable, and capital expenditures.
• Help manage capital reserves and support strategic asset management initiatives.

Audit, Tax & Compliance Support

• Prepare annual workpapers and supporting documentation for external auditors and tax professionals.
• Assist with year-end audits, tax return preparation, and financial statement reviews.
• Ensure compliance with company policies, accounting standards, and reporting requirements.

Financial Modeling & Special Projects

• Develop and maintain financial models that support cash flow management, financing initiatives, operational planning, and investor reporting.
• Participate in ad hoc analyses and projects that contribute to the success and growth of the portfolio.

What We're Looking For

Required Qualifications

• Bachelor's degree in Accounting or related field.
• Minimum of 3 years of accounting experience within the real estate industry.
• Experience with real estate accounting software, preferably Yardi.
• Strong knowledge of accounting principles and financial reporting.

Ideal Candidate

You will be successful in this role if you:

• Able to be in office 5 days per week.
• Thrive in a fast-paced, deadline-driven environment.
• Have strong analytical and critical-thinking skills.
• Demonstrate sound business judgment and attention to detail.
• Communicate effectively with both financial and operational teams.
• Can manage multiple priorities while maintaining accuracy.
• Work independently while contributing to team objectives.
• Bring a positive, solutions-oriented, "can-do" attitude.
• Enjoy collaborating with colleagues across departments to achieve shared goals.

Why Join American House?

• Be part of a company dedicated to enriching the lives of seniors and creating communities where residents feel at home.
• Play a key role in the financial success of a growing real estate portfolio.
• Gain exposure to budgeting, forecasting, investment analysis, and asset management.
• Work in a collaborative environment where your expertise and contributions are valued.
• Build your career within a dynamic organization focused on excellence, innovation, and client service.
• Make a meaningful impact while doing work that directly supports the well-being of our residents and communities.

If you're looking for more than a traditional accounting role and want the opportunity to influence business performance while growing your expertise in real estate and senior living, we'd love to hear from you.

Property Accountant, Real Estate Accounting, Yardi, Financial Reporting, GAAP, Budgeting, Forecasting, Financial Analysis, Asset Management, Cash Flow Analysis, Senior Living, Investment Analysis, Audit Support, Portfolio Accounting, Real Estate Finance, Financial Modeling.