CPT-9381 Finance Bookkeeper/Controller at 20four7VA

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CPT-9381 Finance Bookkeeper/Controller

REQUIRED SERVICE: Business Support
REQUESTED EXPERIENCE TIER LEVEL: Senior- Advanced Level
MIN. HOURS/WEEK: 40
SHIFT TIME ZONE: PST
SHIFT HOURS: 8 am - 4 pm
SHIFT DAYS: M-F
REPORTING TO/POC:
Number of VAs: 1

GENDER PREFERENCE: N/A
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Neutral
REGION PREFERENCES: N/A

We are seeking a highly experienced Finance Bookkeeper/Controller to manage the full financial operations of a multi-entity real estate investment portfolio. This senior-level role requires deep expertise in real estate accounting, entity-level financial reporting, and property management finance, all handled through Yardi Breeze and complementary financial systems. The ideal candidate is detail-oriented, proactive, and capable of overseeing complex financial workflows across multiple property types and business entities.

Key Responsibilities

💼 Daily Financial Operations

• Set up vendors in Yardi Breeze and process invoices with correct entity allocation
• Review maintenance completion reports before payment approval
• Execute vendor payments and send payment notifications
• Handle bi-weekly payments to property managers and assist with RentCafe queries
• Send tenant payment reminders, track rent collections, and delinquencies in Yardi
• Process utility payments and track credit card receipts/expenses
• Monitor and organize financial documents from the Google Drive 'Download' folder

🧾 Entity-Level Accounting

• Prepare and maintain financial reports for each LLC/entity
• Coordinate with lenders for required financial statements and documentation
• Review closing statements and onboard new properties or accounts in Yardi
• Provide due diligence documentation for acquisitions
• Prepare quarterly financial summaries and expense analyses
• Perform daily reconciliation for Multifamily/SFR and monthly for Gas Stations & Medical Offices
• Upload/download bank statements to Google Drive regularly

🏢 Property Management Finance

• Maintain up-to-date tenant ledgers and track rent payments across all properties
• Keep property managers informed of delinquencies and payment statuses
• Record mortgage obligations and manage fund transfers accordingly
• Stay on top of compliance tasks via Vcorp.com and assist with tax-related matters
• Participate in weekly team meetings to share financial insights and updates

Required Qualifications

• 3–5+ years of real estate accounting/finance experience with multi-entity portfolios
• Deep knowledge of Yardi Breeze and real estate financial systems
• Proven track record in property management, finance, vendor coordination, and tenant communications
• Strong grasp of entity-level accounting, acquisition finance, and due diligence processes
• Ability to manage financials across multiple property types simultaneously
• Highly organized, dependable, and detail-oriented with excellent time management skills

Tools & Software Proficiency

• Expert: Yardi Breeze (property management accounting)
• Advanced: Monday.com, Google Workspace, Microsoft Office, SignNow

CLIENT INDUSTRY: Real Estate

Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.

What we offer:

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Various open roles are available
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you
• And more!