Director Finance & Operations

Our client in the real estate industry is looking for a Director Finance & Operations to join their team in the San Gabriel Valley


Job Description:

  • Oversee the third-party fund administration team
  • Prepare quarterly and annual financial statement
  • Oversee and review valuation models for all investments populated
  • Oversee and review equity valuation models for all funds
  • Assist with the asset and portfolio managers in valuing portfolio investments on a quarterly basis
  • Prepare and review quarterly and annual fund financial statements
  • Prepare quarterly and annual investor reports
  • Oversee monthly portfolio investment financial statements, operating reports, and performance metrics
  • Perform research important accounting, reporting, and investor questions



  • MAcc a plus
  • CPA license
  • Experience in the financial services, real estate or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting, finance or related field and a minimum of 6 years’ relevant experience

Ref #24772


Dora DangDirector Finance & Operations