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Senior Accounting & Financial Operations Specialist

PMI Management, LLC

Location: Beverly Hills
Employment Type: Full-Time

Position Summary

PMI Management is seeking a highly organized, detail-oriented Senior Accounting & Financial Operations Specialist to support the financial, operational, and administrative functions of a private real estate investment and asset management company.

This position is responsible for financial reporting, cash management, accounting oversight, budgeting, banking coordination, regulatory compliance, executive support, and general office administration. The ideal candidate has strong accounting experience, excellent analytical skills, and the ability to manage multiple priorities in a fast-paced environment.

The successful candidate must have experience working with Yardi, possess advanced Microsoft Excel skills, and be proficient in the Microsoft Office Suite.

Required Qualifications

Required Experience

• Minimum 5 years of accounting or financial management experience
• Experience with real estate, property management,commercial or multifamily housing
• Yardi Voyager experience required
• Advanced Microsoft Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, formulas, financial reporting)
• Proficient in Microsoft Office (Word, Outlook, PowerPoint)
• Experience with bank reconciliations and financial reporting
• Strong organizational and analytical skills
• Excellent written and verbal communication skills
• Ability to maintain strict confidentiality
• Ability to prioritize multiple projects while meeting deadlines

Primary Responsibilities

Accounting & Cash Management

• Prepare and review cash position reports
• Monitor cash flow and provide recommendations
• Review bank reconciliations
• Reconcile bank accounts and credit cards
• Review accounts payable and accounts receivable
• Monitor intercompany transfers
• Prepare financial summaries and supporting schedules
• Review purchase orders and payment requests
• Assist with cash forecasting

Financial Reporting & Budgeting

• Prepare monthly, quarterly, and annual financial reports
• Perform monthly variance analysis
• Prepare quarterly cash flow analysis
• Assist in preparing annual operating budgets
• Analyze financial performance and recommend corrective actions
• Prepare owner reporting packages
• Prepare lender reporting packages
• Assist Asset Manager with reviewing third-party property management financial statements
• Monitor budget-to-actual variances

Tax & Regulatory Compliance

• Coordinate year-end tax reporting
• Prepare financial information for CPA firms
• Review 1099 reporting
• Monitor Secretary of State filings
• Track insurance renewals
• Monitor business licenses
• Track property tax payments
• Ensure regulatory deadlines are met

Banking & Financial Administration

• Coordinate with banking institutions
• Prepare lender reporting packages
• Monitor banking transactions
• Review cash transfers
• Maintain banking records

Property Management Support

• Review vendor invoices
• Process invoices through Yardi and Avid
• Review construction draw requests
• Track capital project expenditures
• Coordinate with third-party property management companies
• Assist with vendor allocations
• Monitor purchase order compliance

Payroll & Benefits Administration

• Coordinate with the Professional Employer Organization (PEO)
• Review payroll reports
• Process payroll for household employees
• Monitor employee benefit administration
• Review payroll allocations

Executive & Office Administration

• Manage incoming and outgoing mail
• Coordinate overnight deliveries (UPS/FedEx)
• Maintain office filing systems
• Track office expenses
• Process owner reimbursements
• Monitor office subscriptions and renewals
• Coordinate travel arrangements
• Schedule appointments
• Support executive administrative needs
• Maintain organized financial and operational records

Family Office Support

• Coordinate payment of owner-related business expenses
• Track insurance policies
• Monitor medical billing and insurance reimbursements
• Coordinate vendor payments
• Process reimbursements
• Assist with special projects and executive requests

Deliverables

• Monthly Financial Oversight Reports
• Quarterly Financial Review Reports
• Cash Flow Analysis
• Budget Variance Reports
• Annual Budget Preparation
• Internal Control Assessments
• Bank Reconciliations
• Executive Financial Reporting
• Regulatory Compliance Tracking

Preferred Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field
• CPA or CPA-track preferred (not required)
• Experience with multifamily real estate accounting
• Experience with AvidXchange or similar AP platforms
• Knowledge of GAAP
• Experience with partnership accounting

Skills

• Yardi Voyager
• Microsoft Excel (Advanced)
• Microsoft Word
• Microsoft Outlook
• Microsoft PowerPoint
• Financial Reporting
• Budgeting
• Cash Management
• Bank Reconciliations
• Financial Analysis
• Problem Solving
• Organization
• Time Management
• Communication
• Confidentiality

Work Schedule

• Full-Time
• Monday – Friday
• In-Person / Onsite Position
• Standard business hours (e.g., 8:00 AM – 5:00 PM)
• Weekends (Base on business needs)

PMI Management is a privately held real estate investment and asset management company overseeing a diverse portfolio of multifamily communities and investment entities. This role offers the opportunity to work directly with executive leadership, participate in strategic financial decision-making, and make a meaningful impact across accounting, operations, and asset management.