Senior Finance Manager
Boardwalk IG Management LLC - Ontario, CA
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Senior Finance Manager Boardwalk Investments Group, LLC ("Boardwalk") is a leading privately held commercial real estate investment firm with a dynamic portfolio of retail, mixed-use, office, and multifamily properties primarily situated in California. Our headquarters is located in Costa Mesa, California, and we have been actively engaged in acquiring and managing reputable real estate since 2012. JOB SUMMARY We are seeking a proactive Senior Finance Manager to oversee our financial planning, reporting, and analysis across our real estate portfolio. This role is essential for supporting strategic decisions by delivering insights into property performance, evaluating investment opportunities, and assessing financial risks, all while ensuring accuracy, compliance, and operational efficiency. ESSENTIAL DUTIES AND RESPONSIBILITIES Oversee financial operations for real estate assets, including property-level accounting, accounts payable/receivable, and lease administration support. Analyze monthly, quarterly, and annual financial statements for property portfolios. Collaborate on budgeting and forecasting processes for individual properties and consolidated portfolios. Monitor property performance metrics, including NOI, cash flow, and variance analysis against budget and prior periods. Partner with cross-functional teams to support operational and capital decision-making. Assist with acquisition and disposition activities, including financial modeling, underwriting, and due diligence. Develop and maintain financial models for investments, focusing on IRR, NPV, and sensitivity analyses. Manage all financing and property transactions, engaging with brokers, appraisers, escrow companies, banks, and private lenders. Ensure compliance with lender requirements, loan covenants, and reporting obligations. Oversee the insurance program for the real estate portfolio, including policy review, renewals, claims coordination, and risk assessment. Maintain strong relationships with lending institutions, brokers, and legal, tax, and insurance advisors. Support audits, aid in tax filings, and forecast cash flow at both property and portfolio levels. Manage investor reporting, including preparation of financial packages and performance summaries. Identify opportunities to improve operational efficiency and reduce costs throughout the portfolio. REQUIRED QUALIFICATIONS Bachelor's degree in Finance, Accounting, Real Estate, or a related field (CCIM, CPA, CFA, or MBA preferred). Possession of a California Department of Real Estate broker's or salesperson's license. 5+ years of finance or accounting experience, particularly focused on real estate or property management. Strong understanding of real estate financial metrics and capital markets (NOI, IRR, cap rates, cash-on-cash, DCSR, debt yield, etc.). Experience with real estate accounting systems (Yardi preferred). Advanced Excel and financial modeling skills, with proficiency in ARGUS required. Knowledge of lease structures, CAM reconciliations, and property-level reporting. Strong analytical, organizational, and problem-solving abilities. Excellent communication skills with the capability to present financial data effectively to stakeholders. The above description is intended to outline the general content of the role and requirements for performance. It does not exhaustively detail all duties or responsibilities and does not limit management's right to assign or reassign duties as necessary. Boardwalk is an equal opportunity employer (Minorities/Females/Disabled/Veterans) Compensation details: $150,000 - $165,000 Yearly Salary
Created: 2026-03-11