Vice President, Finance & Portfolio Management
Listed on 2026-09-18
-
Finance & Banking
Financial Analyst, Portfolio & Asset Management, Financial Manager, Financial Reporting
Location: Irvine, CA
Job :191
# of Openings:1
Shape portfolio strategy. Influence executive decisions. Lead with insight.
Shopoff Realty Investments is seeking an accomplished Vice President, Finance & Portfolio Management to provide strategic financial leadership across our diversified real estate portfolio. This highly visible position will analyze asset and fund performance, deliver executive-level insights, strengthen portfolio reporting, and help guide investment and capital decisions.
For more than three decades, Shopoff Realty Investments has built a reputation for integrity, diligence, and vision. The firm creates value through its expertise in the acquisition, entitlement, and development of commercial, multifamily, and residential real estate.
This is an opportunity for a seasoned real estate finance professional to have a meaningful impact on portfolio performance while collaborating directly with senior leadership, investors, institutional partners, and teams across the organization.
What You’ll Do- Lead performance analysis and reporting for a diverse portfolio of real estate investments, including land entitlement and construction projects, industrial, build-for-rent, multifamily, vacant land, and other property types.
- Evaluate fund- and asset-level financial performance, cash flow projections, operating metrics, variances, capital requirements, and portfolio trends.
- Develop executive-level dashboards and reporting that translate complex financial information into clear, actionable business insights.
- Partner with senior management to support investment sourcing, cost effectiveness, and strategic business decisions.
- Provide accurate and transparent updates regarding portfolio performance and strategic initiatives, including external communications for investors and joint venture partners.
- Manage asset and fund valuation processes in conjunction with annual audits.
- Support monthly and quarterly reporting, including financial and operating metric analysis, cash forecasting, variance reporting, and capital management.
- Lead and mentor a team of analysts while fostering accountability, collaboration, professional development, and strong execution.
- Collaborate across Accounting, Real Estate, Investor Relations, and other business functions to advance cohesive portfolio management strategies.
- Support due diligence, financing, and refinancing activities across the portfolio.
- Establish and implement best practices, policies, and procedures that improve reporting quality and streamline cross-functional workflows.
- Lead ad hoc financial analyses and strategic projects as business needs evolve.
- 10+ years of real estate asset management experience, including commercial real estate financial accounting, reporting, and budgeting.
- 5 to 10 years of direct supervisory experience, including workload management, delegation, employee development, performance management, training, and hiring.
- Advanced financial modeling and underwriting capabilities, including experience with valuation models and multi-tier waterfalls.
- Demonstrated ability to read, analyze, and interpret complex financial reports, joint venture agreements, private placement memorandums, appraisals, third-party reports, and legal documents.
- Strong project management skills and a consistent record of delivering accurate work within demanding timelines.
- Executive-level written, verbal, and interpersonal communication skills.
- Experience communicating effectively with senior executives, investors, institutional partners, and other key stakeholders.
- Strong judgment, initiative, attention to detail, and the ability to operate independently in a fast-paced, results-oriented environment.
- Advanced proficiency with Microsoft Excel, Word, and Outlook.
- Bachelor’s degree in Finance, Real Estate, Accounting, or another relevant area of study preferred.
- FP&A experience is a plus.
The successful candidate will be:
- Strategic and analytically rigorous
- Deadline-focused and solutions-oriented
- Proactive, resourceful, and comfortable taking ownership
- An effective leader who develops talent and builds collaborative teams
- Able to balance precise analysis with sound business judgment
- Skilled at building positive relationships across all levels of an organization
- Committed to accuracy, transparency, integrity, and results
In this role, you will help senior leaders understand what is driving portfolio performance, identify opportunities and risks, and make…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).