Accounting Coordinator

Position Summary

The Accounting Coordinator provides centralized administrative, operational, and document-control support to the Accounting & Finance team. This role is the connective tissue of the department — owning the recurring administrative work that surrounds month-end close, draws, audits, and investor reporting so that accountants, controllers, and leadership can focus on analysis, review, and decision-making. The Coordinator is highly organized, detail-oriented, and comfortable working across Yardi, SharePoint, investor portals, and Excel in a fast-paced real estate environment.

Responsibilities

Reporting & File Management

• Download monthly reports from Yardi following completion of ETLs.

• Apply standardized naming conventions to all financial reports and supporting files.

• Save and organize reports in SharePoint, maintaining a clean folder structure by property, entity, and project.

• Upload finalized financial packages to investor portals on schedule.

• Verify that all required reports are saved and accessible each month.

Draw Preparation Support

• Pull invoices and supporting backup needed for construction and development draws.

• Organize supporting documentation into properly labeled folders.

• Maintain and update the checklist of required draw documents.

• Prepare draft draw support packages for review by the Accountant or Portfolio Controller.

Communication & Follow-Ups

• Follow up with Property Managers to ensure timely delivery of monthly reporting packages.

• Track missing reports and incomplete submissions; escalate aging items.

• Send reminders for outstanding items and route invoices to Property Managers as needed.

• Serve as the day-to-day administrative liaison between the accounting team and external partners on routine documentation requests.

Credit Card & Expense Tracking

• Collect monthly receipts from cardholders and reconcile against statements.

• Maintain a log of outstanding/missing receipts and follow up with cardholders.

• Upload, name, and organize receipt documentation in the appropriate folders.

Banking & Cash Administration

• Download monthly bank statements and save with proper naming conventions.

• Maintain organized bank statement folders by entity and account.

• Record simple cash transactions (e.g., account transfers) in the accounting system under accountant supervision.

• Track and flag missing or unusual banking activity for review.

Month-End Administrative Support

• Execute the month-end administrative checklist (downloads, file saving, organization).

• Confirm reporting completeness ahead of internal deadlines.

• Prepare and stage files for review by the Accountant, Accounting Manager, and VP.

Document Control & Audit Support

• Organize documentation in response to audit, lender, and investor requests.

• Maintain a clean, accessible, and consistent file structure across the department.

• Ensure documentation is complete, properly named, and easy to retrieve on demand.

General Administrative Support

• Maintain departmental trackers (AP, missing reports, outstanding items, draw status, etc.).

• Assist with data entry into Yardi and supporting systems where needed.

• Help standardize templates, file naming conventions, and folder structures.

• Support the team in documenting and updating Standard Operating Procedures (SOPs).

Skills & Competencies

• Exceptional organizational skills and attention to detail.

• Strong written and verbal communication skills; comfortable following up professionally and persistently with internal and external partners.

• Working knowledge of Microsoft Excel and the broader MS Office suite (Outlook, Word, Teams).

• Familiarity with SharePoint or comparable document management systems.

• Knowledge of Yardi or a similar real estate accounting/ERP system strongly preferred.

• Ability to apply and enforce consistent naming conventions and file structures.

• Proactive self-starter who can prioritize, multi-task, and meet recurring deadlines in a fast-paced environment.

• Discretion and dependability when handling confidential financial and investor information.

• Service-oriented mindset; takes ownership of administrative outcomes for the team.

• Comfort learning new systems (investor portals, banking platforms, expense tools).

Education & Experience

• High School diploma or equivalent required; Associate’s degree in Accounting, Business Administration, or related field preferred.

• 2 years of administrative, bookkeeping, or accounting support experience, preferably within real estate, property management, or a multi-entity environment.

• Prior exposure to Yardi, MRI, or similar real estate accounting platforms is a strong plus.

• Experience supporting month-end close, audits, or investor/lender reporting cycles preferred.

Career Path

This role sits below the Accountant on the Accounting & Finance career ladder and provides a strong foundation for advancement into an Accountant or Senior Accountant role over time.