Real Estate Portfolio Analyst

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Invest with Roots

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

🏠 Real Estate

💸 Finance

🌍 Social Impact

💰 $2M Pre Seed Round on 2021-01

Real Estate • Finance • Social Impact

Invest with Roots is a unique real estate investment platform that empowers both investors and renters in creating wealth. By adopting a win-win model, it allows individuals to invest in residential properties for as low as $100 while offering renters opportunities to build equity and participate in community growth. The company aims to bridge the wealth gap through thoughtful real estate investments, enhancing community well-being and financial literacy among renters, ultimately promoting financial inclusivity.

📋 Description

• 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