Real Estate Portfolio Analyst
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Job Description
Real Estate Portfolio Analyst managing accounting and consolidated reporting for Roots’ 1,500-home single-family rental platform. Supporting investor reporting, audits, and scalable finance operations.
Responsibilities:
- Maintain monthly portfolio schedules, including acquisitions, dispositions, and portfolio changes across the single-family rental portfolio
- Maintain accurate accounting records at property and portfolio levels
- Record and track annual replacement reserves and other portfolio-level adjustments
- Serve as the primary accounting contact for third-party property management companies
- Collect, review, and reconcile monthly financial information, including rent rolls, income statements, trial balances, invoices, and supporting documentation
- Follow up with variance analysis on discrepancies, missing information, and reporting delays to keep month-end close on schedule
- Prepare monthly portfolio reporting and consolidated financial statements for internal leadership
- Support investor reporting, Regulation A reporting requirements, audits, tax preparation, and other financial reporting needs
- Partner with the President of Real Estate, acquisitions, and finance teams to ensure portfolio activity is accurately reflected in financial reporting
- Prepare journal entries, account reconciliations, and supporting schedules during month-end close
- Identify opportunities to improve accounting processes, reporting accuracy, internal controls, and automation
- Perform ad hoc financial analyses and reporting to support operational and investment decisions
- Own the accuracy and integrity of portfolio financial data, proactively identifying issues and driving them to resolution
Requirements:
- Bachelor’s degree in Accounting, Finance, or a related field
- 5+ years of accounting experience, preferably in real estate, property management, fund accounting, or a REIT
- Strong understanding of property accounting principles and month-end close processes
- Experience reconciling and consolidating financial information from multiple external sources
- Experience with residential real estate portfolios, preferably single-family rentals
- Familiarity with REIT accounting and financial reporting preferred
- Experience with Yardi, AppFolio, Sage, or similar accounting software is a plus
- Advanced Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, and financial analysis
- Excellent organizational skills with the ability to manage recurring monthly deadlines
- Strong communication skills and confidence working with internal stakeholders and external partners
- Highly analytical with exceptional attention to detail
- Comfortable working in a fast-paced, entrepreneurial environment where priorities evolve
- Excited to build new processes and help establish a scalable real estate accounting function
- Must address citizenship/employment eligibility in the application
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