Upward On
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Upward On provided pay range This range is provided by Upward On. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $175,000.00/yr - $215,000.00/yr
Direct message the job poster from Upward On
Founder/CEO @Upward On, Executive Search Firm. The GO-TO Recruiter in Real Estate! About the Opportunity
This is an opportunity for a seasoned Financial Controller to lead the financial operations of a fast-growing New York City-focused multifamily real estate investment and management platform. The Controller will serve as the financial backbone of the company's platform, responsible for delivering institutional-quality reporting, controls, and transparency across all assets and entities. Working directly with the senior leadership team, this role will help expand, refine, and optimize a modern financial reporting ecosystem. The company currently uses
AppFolio
(Property),
QuickBooks
(Corporate), and
Notion
to ensure that all departments, stakeholders, investors, and lenders receive accurate, timely, and consistent financial information. This is a high-impact, growth-oriented position with significant opportunity to scale and evolve alongside the company’s rapid expansion.
About the Company
Our client is a fast-growing New York City–focused multifamily real estate investment and management platform with two integrated divisions: the first, leading investments, structuring, and asset management, the second, providing property management and financial operations. Headquartered in Manhattan, the company owns and manages 300+ units and is scaling toward 1,000 units and $1B AUM within three years. Entrepreneurial and technology-driven, they leverage AI, automation, and process innovation to deliver precision, efficiency, and best-in-class service across every facet of real estate operations.
Responsibilities Lead the monthly close and reporting process for all properties and partnership entities. Oversee a team of remote and third-party accountants and bookkeepers. The ideal candidate has experience managing remote staff, building scalable systems and workflows, and optimizing accounting operations for efficiency. Review and approve monthly, quarterly, and annual financial packages for principals, investors, and lenders. Manage audits, tax compliance, and loan covenant tracking.
Systems & Process Design Refine and strengthen financial controls, standardize SOPs, and establish repeatable processes to scale the portfolio efficiently. Leverage technology, automation, and AI concepts to minimize manual work and increase accuracy. (Expertise as a system builder and implementer highly desired; technical execution supported by the tech ops team.) Build and maintain standardized dashboards and reporting templates within company systems (AppFolio, Notion, etc.). Ensure timely delivery of financial reporting packages for investors and lenders. Co-lead the implementation and integration of AppFolio IMS to ensure proper architecture from day one.
Budgeting, Forecasting & Asset Management Support Partner with cross-functional teams to provide timely financial data, budget-to-actual comparisons, and NOI projections to inform business plans and refinancing/sale decisions. Develop and maintain 12-month rolling property-level forecasts.
Leadership & Governance Report directly to senior principals and oversee remote accounting staff, with potential to grow and manage additional team members as the firm scales. Interface with investor relations and capital-raising efforts once the reporting cadence is established.
Qualifications Experience:
10+ years of real estate finance/accounting experience, preferably with a NYC multifamily focus. Property-level accounting experience required. Must have experience managing remote staff and third-party accounting services. Technical Skills:
AppFolio Admin expertise (required); GAAP cash and accrual property and partnership accounting; Excel; QuickBooks. Soft Skills:
Highly organized, hands-on, communicative, and comfortable working directly with principals and remote third-party teams in a fast-paced environment. Mindset:
Entrepreneurial self-starter who thrives in a lean, high-growth environment and embraces technology as a tool for scalability. Demonstratable passion for system building and implementation. Compensation:
Base salary plus discretionary bonus tied to defined KPIs. This role may become eligible for long-term incentive. Work Environment:
Full-time in NYC office preferred; remote/work-from-home flexibility available following onboarding.
Seniority level Director
Employment type Full-time
Job function Accounting/Auditing, General Business, and Management
Referrals increase your chances of interviewing at Upward On by 2x
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Upward On provided pay range This range is provided by Upward On. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $175,000.00/yr - $215,000.00/yr
Direct message the job poster from Upward On
Founder/CEO @Upward On, Executive Search Firm. The GO-TO Recruiter in Real Estate! About the Opportunity
This is an opportunity for a seasoned Financial Controller to lead the financial operations of a fast-growing New York City-focused multifamily real estate investment and management platform. The Controller will serve as the financial backbone of the company's platform, responsible for delivering institutional-quality reporting, controls, and transparency across all assets and entities. Working directly with the senior leadership team, this role will help expand, refine, and optimize a modern financial reporting ecosystem. The company currently uses
AppFolio
(Property),
QuickBooks
(Corporate), and
Notion
to ensure that all departments, stakeholders, investors, and lenders receive accurate, timely, and consistent financial information. This is a high-impact, growth-oriented position with significant opportunity to scale and evolve alongside the company’s rapid expansion.
About the Company
Our client is a fast-growing New York City–focused multifamily real estate investment and management platform with two integrated divisions: the first, leading investments, structuring, and asset management, the second, providing property management and financial operations. Headquartered in Manhattan, the company owns and manages 300+ units and is scaling toward 1,000 units and $1B AUM within three years. Entrepreneurial and technology-driven, they leverage AI, automation, and process innovation to deliver precision, efficiency, and best-in-class service across every facet of real estate operations.
Responsibilities Lead the monthly close and reporting process for all properties and partnership entities. Oversee a team of remote and third-party accountants and bookkeepers. The ideal candidate has experience managing remote staff, building scalable systems and workflows, and optimizing accounting operations for efficiency. Review and approve monthly, quarterly, and annual financial packages for principals, investors, and lenders. Manage audits, tax compliance, and loan covenant tracking.
Systems & Process Design Refine and strengthen financial controls, standardize SOPs, and establish repeatable processes to scale the portfolio efficiently. Leverage technology, automation, and AI concepts to minimize manual work and increase accuracy. (Expertise as a system builder and implementer highly desired; technical execution supported by the tech ops team.) Build and maintain standardized dashboards and reporting templates within company systems (AppFolio, Notion, etc.). Ensure timely delivery of financial reporting packages for investors and lenders. Co-lead the implementation and integration of AppFolio IMS to ensure proper architecture from day one.
Budgeting, Forecasting & Asset Management Support Partner with cross-functional teams to provide timely financial data, budget-to-actual comparisons, and NOI projections to inform business plans and refinancing/sale decisions. Develop and maintain 12-month rolling property-level forecasts.
Leadership & Governance Report directly to senior principals and oversee remote accounting staff, with potential to grow and manage additional team members as the firm scales. Interface with investor relations and capital-raising efforts once the reporting cadence is established.
Qualifications Experience:
10+ years of real estate finance/accounting experience, preferably with a NYC multifamily focus. Property-level accounting experience required. Must have experience managing remote staff and third-party accounting services. Technical Skills:
AppFolio Admin expertise (required); GAAP cash and accrual property and partnership accounting; Excel; QuickBooks. Soft Skills:
Highly organized, hands-on, communicative, and comfortable working directly with principals and remote third-party teams in a fast-paced environment. Mindset:
Entrepreneurial self-starter who thrives in a lean, high-growth environment and embraces technology as a tool for scalability. Demonstratable passion for system building and implementation. Compensation:
Base salary plus discretionary bonus tied to defined KPIs. This role may become eligible for long-term incentive. Work Environment:
Full-time in NYC office preferred; remote/work-from-home flexibility available following onboarding.
Seniority level Director
Employment type Full-time
Job function Accounting/Auditing, General Business, and Management
Referrals increase your chances of interviewing at Upward On by 2x
#J-18808-Ljbffr