Job Details

Job Title: Senior Investment Accountant
Location: Petaluma, California
About the Company
Join a well-established private real estate investment firm that's been proudly rooted in Sonoma County for decades. The team manages a diverse portfolio of real estate investments with a commitment to integrity, collaboration, and long-term value creation. Enjoy the stability of an established firm with the close-knit culture of a small team - where your ideas matter, your work is valued, and your professional growth is encouraged.

Why You'll Love Working Here

• Stability & Growth: Join a proven company with consistent performance and long-term investor relationships.
• Supportive Culture: Collaborative, respectful, and people-first - genuine enjoyment in what they do.
• Competitive Pay & Benefits: Comprehensive health coverage, 401(k) with company match, paid time off, and opportunities for professional development.
• Beautiful Sonoma County Setting: Work and thrive in one of California's most scenic regions.

About the Role
As the Senior Investment Accountant, you'll play a key role in overseeing the financial health and reporting of a real estate investment portfolio. Reporting directly to the Controller, you'll manage day-to-day accounting operations, financial analysis, and reporting that supports strategic investment decisions. This is a hands-on, high-impact role for someone who takes pride in accuracy, ownership, and continuous improvement.

What You'll Do

• Oversee all aspects of accounting for assigned investment entities, including general ledger maintenance, journal entries, and reconciliations.
• Lead month-end and year-end close processes, ensuring timely and accurate financial reporting.
• Manage cash flow activities - monitor balances, forecast needs, and prepare fund transfers.
• Coordinate annual tax preparation with external CPA firms, providing documentation and reviewing final adjustments.
• Process portfolio payables and receivables, including investor distributions and intercompany transfers.
• Prepare quarterly and annual lender and investor reports, ensuring compliance and clarity.
• Maintain and update investment accounting systems (Yardi) to ensure accurate data and reporting.
• Collaborate with the Controller, CFO, and investment team on various analyses and special projects.
• Ensure adherence to GAAP and internal controls across all accounting functions.

What You'll Bring

• Bachelor's degree in Accounting, Finance, or related field.
• 8+ years of progressive accounting experience, preferably with exposure to real estate or investment entities.
• Strong working knowledge of GAAP and financial reporting standards.
• Proficiency with Yardi or similar software, and advanced Excel capabilities.
• Exceptional attention to detail, organization, and follow-through.
• Excellent communication skills and a collaborative mindset.
• Self-starter who can manage multiple priorities with minimal supervision.

Ready to Inquire?
If you're looking for a stable, rewarding accounting role in a collaborative environment - with room to grow and make an impact - we'd love to discuss this role with you.

Apply confidentially today to join a team that builds lasting value for their investors, partners, and communities.