Residential Financial Specialist

Sudberry Properties, Inc

  • San Diego, CA
  • $85,000-89,000 per year
  • Permanent
  • Full-time
  • 13 days ago
  • Apply easily
Position Overview:We are seeking a highly skilled Residential Accountant to support six multifamily properties, two of which include retail components. This role is critical to ensuring accurate financial reporting, smooth month-end closes, and effective budget planning. The ideal candidate will have deep expertise in multifamily conventional housing, strong command of Yardi CRM and RentCafe Systems, and a proven track record of managing accounting operations across multiple assets.Key Responsibilities:
  • Variance Reporting: Assist in preparing and analyzing monthly variance reports for each property.
  • Invoice Oversight: Ensure all vendor invoices are accurately coded, approved, and paid in a timely manner.
  • Month-End Close: Oversee pre-close activities to ensure books are closed accurately and on schedule.
  • GL Classification: Verify that all transactions are correctly classified to appropriate GL accounts.
  • Budgeting Support: Collaborate on budget creation, including lease-up projections and operational planning.
  • Tax Assessment Calculations: Calculate and incorporate property tax assessments into annual budgets.
  • Cross-Departmental Liaison: Address accounting-related inquiries from leasing, operations, and commissions teams.
  • System Expertise: Utilize Yardi CRM and RentCafe for financial tracking, reporting, and tenant management.
  • Bank Reconciliations for all properties
  • Administrative Support: Facilitate accounting workflows and documentation across the portfolio.
  • Maintain personal property inventory list for all six properties.
  • File annual personal property with SD County Tax Assessor
Qualifications:
  • Accounting degree.
Minimum 5–6 years of managerial accounting experience in multifamily residential property management.Strong understanding of retail components within mixed-use developments.Proficiency in Yardi CRM, RentCafe, and Microsoft Office Suite (especially Excel and Word).Demonstrated ability to calculate and manage property tax assessments.Experience with budgeting, variance analysis, and month-end close procedures.Excellent organizational, analytical, and communication skills.Technologically savvy and comfortable using AI tools like Copilot and ChatGPT to streamline workflows and support project execution.Ability to work independently and collaboratively across departments.

Sudberry Properties, Inc