Top 29 Real estate advisor Jobs in Iowa

Director of Finance and Investments
WB Realty Company —West Des Moines, IA
- $120,000 - $150,000 a year
- Full-time
- Background check
- CPA
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor (Career Changers Encouraged to Apply)
Northwestern Mutual - Dubuque, IA —Dubuque, IA
- $40,000 - $200,000 a year
- Full-time
- Background check
- Hospitality
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Client Advisor
Marsh —Urbandale, IA
- Full-time
- Hybrid work
- 5 years
- Office
- Analysis skills
12d
Real Estate Agent / Associate (Investment Sales)
Greysteel Company Llc —Des Moines, IA
- Mid-level
- Bachelor's degree
Quick Apply
Legal Administrative Assistant - Real Estate
Fredrikson —Ames, IA
- Monday to Friday
- Hybrid work
- Mid-level
- Microsoft Office
- Contracts
- Free parking
- Profit sharing
Real Estate Agent / Associate (Capital Markets)
Greysteel Company Llc —Des Moines, IA
- Mid-level
- Bachelor's degree
- Commercial
Quick Apply
Real Estate Agent
TEAM IRG —Des Moines, IA
- $60,000 - $100,000 a year
- Mid-level
- Residential
- 3 years
Quick Apply
Head of Finance
Krause Group —Des Moines, IA
- Full-time
- Organizational skills
- Senior level
- Leadership
Quick Apply
Commercial Real Estate Advisor
SVN | CREATE —West Des Moines, IA
- Full-time
- Google Workspace
- Research
- Office
- Flexible schedule
Quick Apply
Property Manager
Aterra Real Estate —West Des Moines, IA
- 5 years
- Residential
- Finance
Quick Apply
11d
Lead Financial Analyst - Private Credit Operations
Transamerica —Cedar Rapids, IA
- $97,000 - $129,000 a year
- Full-time
- Hybrid work
- 5 years
- Computer literacy
- Office
- Wellness program
- Paid parental leave
NEW BUSINESS DEVELOPMENT MANAGER - EASTERN IA
STOREY KENWORTHY —Cedar Rapids, IA
- Full-time
- Marketing
- 5 years
- Project management
Quick Apply
Senior Premier Relationship Manager
BMO Financial Group —Des Moines, IA
- $51,800 - $95,900 a year
- Full-time
- Data analysis skills
- Analysis skills
- Mentoring
- Health insurance
- Tuition reimbursement
10d
Banking & Finance Attorney (10+ Years Experience) (Multiple Locations) – Des Moines, IA
Fredrikson —Des Moines, IA
- Writing skills
- Business development
- Analysis skills
- Profit sharing
- Disability insurance
Vice President, Credit Officer
CBI Bank & Trust —Muscatine, IA
- $100,000 - $125,000 a year
- Hybrid work
- 7 years
- Office
- Finance
Quick Apply
10d
BB Relationship Officer II
UMB Financial Corporation —Dubuque, IA
- $67,869 - $99,836 a year
- Email
- Microsoft Word
- 5 years
- Office
- Paid holidays
- Health insurance
Senior Tax Strategist
Uplinq —Iowa
- $120,000 - $140,000 a year
- Full-time
- Remote
- CPA
- 5 years
- Continuous improvement
- Dental insurance
- 401(k)
Quick Apply

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Director of Finance and Investments

WB Realty Company
West Des Moines, IA

Quick Apply

Job Details

Full-time
$120,000 - $150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Strategic management
Financial reporting
Bachelor's degree
Process management
Stakeholder relationship building
Stakeholder management

Full Job Description

The Director of Finance & Investments for WB Realty Company is responsible for leading the Company's financial operations, investment management platform, accounting functions, and corporate financial reporting across all operating and investment entities. This role serves as the financial leader of the organization, partnering closely with the Director of Operations and company ownership to provide strategic financial insight, oversee investment reporting, and ensure accurate financial management of the Company's growing real estate portfolio.

Success in this role means that ownership has complete confidence in the company's financial information, investment reporting is timely and accurate, capital structures are well-managed, and financial systems scale seamlessly as WB Realty Company continues to grow.

Qualifications

Candidates should possess strong finance and accounting skills to guide budgeting, forecasting, and long-term investment strategy.
Candidates should possess expertise in Financial Statements and Financial Reporting to ensure accurate, compliant, and timely financial documentation.
Candidates should possess advanced Analytical Skills to interpret financial data, assess risk, and support evidence-based decision-making.
Relevant experience in real estate, property management, or investments is highly beneficial.
Bachelor’s degree in Finance, Accounting, Economics, or a related field; an advanced degree or professional certification (e.g., CPA, CFA) is a plus.
Demonstrated proficiency with financial modeling, Excel, and financial/ERP software systems.
Strong communication, leadership, and stakeholder management skills, with the ability to work collaboratively on-site with cross-functional teams.

Leadership

Lead, mentor and evaluate team members performing accounting duties, establishing clear responsibilities and driving accountability through documented procedures.
Review, revise, and implement new Core Processes for accounting, treasury management, investor reporting, and financial management functions.
Establish Key Result Areas (KRAs) and scorecard measurables for the finance activities and provide recurring reporting to company leadership.
Collaborate with ownership and department leaders on strategic planning, budgeting, acquisitions, financing, and long-term business initiatives.
Maintain and optimize financial systems, accounting software, reporting tools, and workflow automation.
Lead hiring efforts for accounting personnel as the department grows.

Corporate Finance

Oversee treasury management, including banking structure, cash positioning, debt service planning, intercompany funding, and entity liquidity management.
Prepare monthly, quarterly, and annual financial reporting packages for ownership.
Monitor company liquidity, working capital, and financing requirements.
Maintain consolidated ("roll-up") financial reporting across all ownership entities.
Manage relationships with banking partners, lenders, and external accounting firms.
Prepare financial information required for annual tax returns, audits, lender reporting, and insurance renewals as applicable.
Lead preparation of annual corporate budgets and rolling financial forecasts.
Develop executive dashboards and financial metrics to support weekly reporting and strategic decision making.
Monitor and update Global Cash Flow document for owned entities.

Investment Management

Oversee financial administration of all investment entities, including ownership structures, partnership accounting, and entity organization.
Maintain investor capital accounts and ownership schedules.
Maintain organizational charts, ownership structures, legal entity records, and investment documentation for all operating and investment entities.
Prepare capital call calculations, investor contribution tracking, and distribution schedules.
Prepare reoccurring investor reporting packages, including property performance, investment summaries, and portfolio reporting.
Track debt schedules, loan compliance requirements, and lender reporting obligations.
Assist ownership with investment underwriting by providing financial modeling support, return analyses, sensitivity analyses, and cash flow projections.
Support acquisition and disposition activities through financial due diligence and closing coordination.

Accounting Oversight

Complete monthly financial close process for all operating and investment entities.
Complete journal entries, account reconciliations, and significant accounting transactions.
Oversee accounts payable, treasury management, and banking functions while delegating routine accounting responsibilities appropriately.
Ensure financial statements are accurate, timely, and prepared in accordance with company accounting policies.
Supervise general ledger integrity, reconciliations, fixed assets, depreciation schedules, and balance sheet reconciliations.
Establish internal controls and accounting procedures to improve consistency, scalability, and financial accuracy.
Collaborate with external CPA firms on annual tax planning and financial statement preparation.

Development Financial Support

Support the Director of Operations with financial oversight of development projects.
Prepare financial analyses regarding project performance, cost variances, and projected returns.
Assist in tracking development entity capitalization and equity funding requirements.
Develop reporting tools that provide ownership with real-time visibility into project financial performance.

Strategic Initiatives

Identify opportunities to improve financial systems, automation, and reporting efficiency; through automation, AI tools, and process improvement initiatives.
Evaluate software platforms supporting investment management, financial reporting, and accounting operations.
Assist ownership with evaluating new investment opportunities through financial analysis and scenario modeling.
Develop scalable reporting processes to support continued portfolio growth.
Participate in strategic planning initiatives and provide financial recommendations for company growth.

Key Performance Objectives – First 6 Months

Develop standardized monthly financial reporting packages for ownership across all operating and investment entities.
Develop standardized investor reporting templates and capital account tracking.
Implement companywide cash flow forecasting and liquidity reporting.
Establish recurring financial metric dashboards for ownership and department leaders.
Establish consolidated roll-up reporting that provides clear visibility into overall company and investment portfolio performance.
Complete a comprehensive review of the company's entity structure, accounting processes, and financial controls while identifying opportunities for improvement.

Decision Support

Serve as the primary financial advisor to ownership on capital allocation decisions.
Provide financial analysis supporting acquisitions, refinancing, dispositions, and major capital expenditures.
Evaluate the financial impact of strategic plans and present recommendations to company leadership.
Develop scenario analyses and ad hoc financial models that assist ownership in making investment decisions.

Note: This job description describes the general nature and essential functions of the position without including peripheral and incidental duties. Contents of this job description are subject to change at the discretion of the employer. Employees may receive other job-related instructions and be required to perform other job-related work as requested by the manager. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Pay: $120,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

real estate advisor jobs in iowa

Director of Finance and Investments

Financial Advisor (Career Changers Encouraged to Apply)

Client Advisor

Real Estate Agent / Associate (Investment Sales)

Legal Administrative Assistant - Real Estate

Real Estate Agent / Associate (Capital Markets)

Real Estate Agent

Head of Finance

Commercial Real Estate Advisor

Property Manager

Lead Financial Analyst - Private Credit Operations

NEW BUSINESS DEVELOPMENT MANAGER - EASTERN IA

Senior Premier Relationship Manager

Banking & Finance Attorney (10+ Years Experience) (Multiple Locations) – Des Moines, IA

Vice President, Credit Officer

BB Relationship Officer II

Senior Tax Strategist

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