Finance Assistant, Orange County, CA

Our client is a well-established, vertically integrated, affordable multifamily real estate company operating across development, construction, and asset management. They build, own, and operate communities that matter—and they do it with discipline, long-term thinking, and operational rigor. This is not a startup, and it’s not chaotic. It is fast-moving, hands-on, and highly collaborative.

The Role

support our Chief Operating Officer (COO). This role is ideal for someone with a strong accounting foundation who wants to grow into a broader finance and operations career.

You’ll start deep in the numbers and expand outward—learning how a real estate company runs. This is a high-exposure role. You’ll see how decisions are made, how operations and finance connect, and how systems, people, and processes scale.

What You’ll Do –

Support day-to-day accounting activities, including general ledger maintenance. Prepare and review journal entries with a solid understanding of debits and credits. Assist with month-end close and reconciliations.

Maintain accuracy and integrity of financial data. Work heavily in Excel to analyze, track, and organize financial information. Support the COO with financial analysis tied to operations.

Learn forecasting and budgeting processes across the platform. Assist with financial reporting used for decision-making. Gain exposure to how development, construction, and asset management finances.

Cross-Functional Learning – Support and learn core operational functions, including HR (payroll inputs, reporting, basic compliance exposure). IT (systems coordination, ERP support). Internal controls and process improvement.

Assist with ERP system usage and optimization (experience is a plus, not required)

Must-Haves –

2–3 years of experience in accounting or finance. Strong understanding of general ledger accounting, debits, and credits. Excel skills.  Bachelor’s degree/Acctg/Finance. close attention to detail and strong follow-through. Interest in operations beyond pure accounting.

The Non-Negotiables – No ego. This role requires humility, curiosity, and a team-first mindset. Loves to learn and wants to grow—not just do the same task forever. Comfortable supporting a senior leader and handling confidential information. Willing to roll up sleeves and figure things out.

Pay and Perks –

Excellent salary, commensurate with experience. Excellent benefits – vacation/sick/personal leave, holidays, medical, and 401K.

Why do you want this job? If you want a pure accounting job, this isn’t it. If you want a front-row seat to how a real estate platform operates—and the chance to grow into a broader finance or operations role—this is a strong move.

Asking for advice – There is an art in asking for advice and maybe these tips will help.

Call during normal business hours. Ask if it’s a good time to talk.

Once you’ve got my attention – LISTEN. Stop talking and start listening and write down the advice I’m giving. I can’t tell you how many people don’t take notes and then expect me to repeat myself again when they call back days later. There is nothing wrong with taking notes – take them!

Be humble, gracious, and polite.

If you don’t like the advice, don’t argue with me about it. You asked – I gave you my opinion. Take it and use it or don’t use it. Or just use what works for you – it’s your job search.

Don’t assume I’m a miracle worker – it’s you who must do the hard work finding a job. Most people don’t get placed by a recruiter -they have to find their own job.

Posted by Heidi 

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