Pensam Residentail is seeking an organized, motivated, analytical, well-rounded team player that thrives in a fast-paced and rapidly changing environment to serve as the company's Portfolio Finance Manager. Further information regarding the position can be found below:
Assist in maintaining financial reports produced for both direct equity, debt, and other investments in real estate
Maintain Excel based financial projections while integrating and updating model for new needs as necessary
Prepare monthly, quarterly, semi-annual and annual financial and written reports summarizing property and investment performance during reporting period and over time
Consolidate investment performance across multiple types of investments joint venture pools and other structures
Review financial statements investments assets to ensure accuracy and completeness
Work with third party CPA firms to complete annual audit and tax compliance for underlying investment assets
Composition of Responsibilities
Financial Accounting, Partnership Accounting and Reporting (25%)
Liaise with off-site property management team to ensure accuracy of financial reporting (25%)
Build and maintain financial reporting projections and models (25%)
Lead and manage year-round audit and tax preparation processes (25%)
Experience and Requirements
4+ years of financial reporting, accounting, tax or auditing experience
Pensam Capital is an alternative investment and asset management firm focused on multifamily residential and commercial real estate ventures throughout the United States. Pensam provides investment opportunities to a variety of investors including institutions, sovereign wealth funds, family offices and high net worth individuals. Pensam currently has three business units: Residential, Funding and... Development. With approximately 40 employees and a $2.0 Billion + portfolio, Pensam is a fast-growing, dynamic and entrepreneurial company that seeks to identify and capitalize on real estate trends and opportunities nationally.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.