Costa Mesa, CA
Boardwalk Investments Group, LLC ("Boardwalk") is a privately held commercial real estate investment company. Headquartered in Costa Mesa, California, the Firm currently owns a commercial real estate portfolio comprised of retail, mixed-use, office and multifamily assets located primarily in Orange, San Diego, and Napa Counties. Since 2012, Boardwalk's investment strategy is to actively acquire, stabilize, and manage real estate located in California.
JOB SUMMARY
Oversees financial planning, reporting, and analysis for a real estate portfolio. Supports strategic decision-making by providing insights into property performance, investment opportunities, and financial risks, while ensuring accuracy, compliance, and operational efficiency.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Oversee financial operations for real estate assets, including property-level accounting, accounts payable/receivable, and lease administration support Analyze monthly, quarterly, and annual financial statements for property portfolios Collaborate on budgeting and forecasting processes for individual properties and consolidated portfolios Monitor property performance, including NOI, cash flow, and variance analysis against budget and prior periods Partner with cross functional teams to support operational and capital decisions Support acquisition and disposition activities, including financial modeling, underwriting, and due diligence Develop and maintain financial models for investments, including IRR, NPV, and sensitivity analyses Handle all financing and property transactions (dealing with brokers, appraisers, escrow companies, banks, private lenders, etc.) Ensure compliance with lender requirements, loan covenants, and reporting obligations Manage the insurance program for the real estate portfolio, including policy review, renewals, claims coordination, risk assessment, and allocation of insurance costs to properties Maintain relationships with lending institutions, brokers, and legal, tax and insurance advisors. Support audits, tax filings, cash flow forecasting at both property and portfolio levels Manage investor reporting, including preparation of financial packages and performance summaries Identify opportunities to improve operational efficiency and reduce costs across the portfolio
REQUIRED QUALIFICATIONS
Bachelor's degree in Finance, Accounting, Real Estate, or a related field (CCIM, CPA, CFA, or MBA preferred) A California Department of Real Estate broker's or salesperson's license 5+ years of experience in finance or accounting, with a focus on real estate or property management Strong understanding of real estate financial metrics and capital markets (NOI, IRR, cap rates, cash-on-cash, DCSR, debt yield, etc.) Experience with real estate accounting systems (Yardi preferred) Advanced Excel and financial modeling skills ( ARGUS proficiency required) Knowledge of lease structures, CAM reconciliations, and property-level reporting Strong analytical, organizational, and problem-solving skills Excellent communication skills with the ability to present financial data to stakeholders
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Boardwalk is an equal opportunity employer (Minorities/Females/Disabled/Veterans)
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