POSITION SUMMARYThis role will provide disciplined financial oversight and coordinated execution across TEI's real estate and investment portfolio. It ensures leaders have accurate analysis, organized records, timely funding information, and well-supported materials for business, tax, legal, governance, and capital-allocation decisions.
This role will- Deliver accurate portfolio reporting, financial models, forecasts, and decision-support analysis.
- Coordinate property operations, capital projects, transactions, and external relationships.
- Ensure complete, audit-ready documentation and effective controls over commitments, invoices, funding, and payments.
- Provide clear status updates, approval materials, and timely escalation of material risks, variances, and exceptions.
CORE RESPONSIBILITIES- Portfolio Analysis and Strategy Support Maintain portfolio schedules and reporting; analyze operating results, cash flows, valuation inputs, market information, risks, and capital requirements; and prepare models, scenarios, and recommendations for portfolio and capital-allocation decisions.
- Property Operations and External Coordination Serve as a primary internal contact for property managers, HOA representatives, brokers, legal counsel, title companies, vendors, and other advisors. Track property matters, agreements, insurance, maintenance, deliverables, and follow-up items.
- Capital Projects and Financial Controls Coordinate approved property improvements from scope through close-out. Monitor budgets, schedules, commitments, change orders, retainage, invoices, payment support, coding, taxes, and final documentation, and report material variances.
- Treasury, Funding, and Reporting Prepare funding requests and cash flow forecasts; coordinate approved wire and check requests; maintain property budgets, cash activity, invoice logs, and payment records; resolve discrepancies; and follow segregation-of-duties requirements.
- Transactions and Governance Support As needed, coordinate acquisition, disposition, and exchange activities from diligence through closing; administer documentation and signature workflows; track deposits, proceeds, deadlines, and post-closing items; and prepare factual materials for management, board, and property committee review.
MEASURES OF SUCCESS- Portfolio schedules, property records, cash forecasts, and project cost information are current, accurate, and audit-ready.
- Management receives concise, timely analysis and approval materials that clearly identify performance, risks, funding needs, and recommended action.
- Property matters, capital projects, and transaction deliverables are coordinated against defined budgets, schedules, approvals, and deadlines.
- Invoices, payment requests, commitments, and closing records consistently include appropriate support, coding, approvals, and evidence of completion.
- Material variances, legal or tax questions, unusual requests, and policy exceptions are identified early and escalated promptly.
CANDIDATE PROFILE & QUALIFICATIONSRequired- 3-5 years of relevant experience in financial analysis, real estate, investment analysis, property accounting, treasury, asset management, or a related function.
- Experience preparing budgets, cash flow forecasts, funding requests, financial models, invoice and payment support, project cost schedules, and property-level reporting in a strong internal-control environment.
- Ability to analyze property performance, operating trends, valuation inputs, risks, and capital requirements and present findings clearly to management.
- Experience coordinating with third-party property managers, HOA representatives, vendors, brokers, and professional advisors.
- Experience supporting capital projects and property improvements, including budget tracking, invoice review, schedule monitoring, change orders, and project close-out.
- Advanced spreadsheet and financial modeling skills, including proficiency with financial schedules, document management, electronic signature tools, and concise written reporting.
Preferred- Bachelor's degree in finance, accounting, real estate, business, economics, or a related field; equivalent relevant experience will be considered.
- Working knowledge of commercial real estate transactions, leases, acquisitions, dispositions, closing documentation, and 1031 exchanges sufficient to provide analytical and administrative support.
Core Competencies- Financial analysis, modeling, and attention to detail
- Strong organization, documentation, and disciplined follow-through
- Ability to manage multiple properties, projects, vendors, and deadlines concurrently
- Sound understanding of budgets, invoices, cash requirements, internal controls, and property economics
- Clear, concise communication with executives, owners, internal teams, and external professionals
- Initiative in routine execution with timely escalation of material decisions, risks, and exceptions
Role Characteristics- Individual contributor
- Direct reports: No
- Scope of influence: TEI real estate and investment portfolio
- Partners with internal leaders and external professional advisors
Physical Requirements- Ability to sit and use standard office equipment for extended periods
- Ability to communicate by phone, video, email, and in person
- Ability to review detailed financial and legal documentation
- Reasonable accommodations may be made to enable individuals to perform essential functions
WHAT'S IN IT FOR YOU We are an Equal Opportunity Employer that values our employees and offers a competitive pay and benefits package, an encouraging, supportive environment with training, professional development, recognition programs and career growth opportunities. Our benefits include medical, dental, vision, 401(k), life insurance, flexible spending account options, paid short-term and long-term disability, paid time off and paid Company holidays.
We believe that people will always be the heart of our success. That is why we truly value our employees and work to inspire them. When these two powerful elements intersect at a workplace-ordinary people do extraordinary things.
We are committed to delivering a work experience that is rewarding and fun, and are proud to have one of the longest tenured staffs in the industry. We invite you to bring your skills and expertise to our team and supply the fuel for growth.
