The Portfolio Finance & Operations Manager will support the financial operations, reporting processes, and portfolio coordination activities for Community Preservation Partners’ operating portfolio.
Reporting to the CFO, this role will assist with portfolio financial reporting, cash flow coordination, audit and tax support, insurance and claims coordination, outsourced resource oversight, data consistency across financial and operational platforms, and process improvement initiatives. The position is intended to improve organization, reporting consistency, operational efficiency, and cross-functional coordination across several key finance-related functions.
This role will provide operational and analytical support to the CFO and Executive Leadership by helping coordinate recurring processes, improve workflows, support outsourced resources, maintain accurate and timely portfolio information and reporting, and assist with implementation of automation and technology-enabled process improvements.
The ideal candidate will have strong analytical and organizational skills, experience working with real estate or affordable housing financial operations, and the ability to manage multiple priorities in a collaborative environment.
Portfolio Financial Operations
Reporting & Process Coordination
Help maintain standardized reporting templates, schedules, reconciliations, and supporting documentation
