Proven track record in real estate finance or family office management
Advanced financial modeling, CRM management, and multi-currency consolidation
Comfort working across jurisdictions (Austria, Eastern Europe, Canada, and Israel)
Ability to manage and coordinate with international third-party CPAs and bookkeepers
Requirements:
Consolidate and review monthly closes across all countries, ensuring accuracy and consistency of local bookkeeping and CPA outputs; prepare consolidated monthly financial reports and annual cash flow reports
Build and maintain international cash flow statements and liquidity forecasts; ensure sufficient liquidity for operations and upcoming investments
Build and maintain a monthly real estate performance dashboard by country (occupancy, vacancy, tenant performance, rent metrics) and a centralized tenant CRM with rent per sqm, contract terms, lease length, and indexation clauses
Oversee financial activities of subsidiary companies; coordinate with international CPAs and bookkeepers, organize financial and legal datarooms across entities, and review tax returns for errors before submission
Job description
Company Overview
The company (US based) is a family office that has real estate in Austria, Eastern Europe, Canada and Israel, around 200M$ AUM.
Responsibilities
Build and maintain a monthly real estate performance dashboard by country, including occupancy rates, vacancy rates, tenant performance, and rent metrics.
Create and maintain a centralized tenant CRM including rent per sqm, contract terms, lease length, indexation clauses, and related data.
Consolidate and review monthly financial closes across all countries, ensuring accuracy and consistency of local bookkeeping and CPA outputs.
Prepare consolidated monthly financial reports and annual cash flow reports.
Build and maintain international cash flow statements and liquidity forecasts.
Ensure sufficient liquidity for operations and upcoming investments.
Perform regular revenue audits, including identifying missed index increases, rent step-ups, and rental optimization opportunities.
Perform regular expense audits across entities to identify unnecessary costs and cost-saving opportunities.
Consolidate weekly bank balances across all jurisdictions into a monthly liquidity report covering cash, deposits, and marketable securities.
Oversee and audit financial activities of subsidiary companies.
Review work performed by local bookkeepers and CPAs across countries.
Organize, standardize, and rebuild financial and legal datarooms across all entities.
Coordinate with international CPAs, provide required information for tax filings, and manage timelines.
Review tax returns across jurisdictions to identify errors or inconsistencies prior to submission.
Requirements
Experience: Proven track record in real estate finance or family office management.
Technical Skills: Advanced financial modeling, CRM management, and multi-currency consolidation.
Geographic Scope: Comfort working across jurisdictions (Austria, Eastern Europe, Canada, and Israel).
Communication: Ability to manage and coordinate with various international third-party CPAs and bookkeepers.
