Assistant Portfolio Controller

Inspiration. Lives. Here.

At Age Well Solvere Living, we believe in creating senior living communities where residents thrive, families find peace of mind, and team members are inspired to grow. Our vision is built on delivering excellence in care, innovation in services, and leadership that empowers people at every level.

As a Certified Great Place to Work for 8 years in a row, we proudly offer:

• Medical, Dental and Vision coverage.
• Life, AD&D, and disability insurance.
• Voluntary Accident, Hospital Indemnity and Critical Illness options
• 401k or Roth IRA Retirement Savings Plan (with company match)
• Generous Paid Time Off Program

Reporting to the Portfolio Controller, the Assistant Portfolio Controller is responsible for assisting in the month-end close process by analyzing monthly activity aswell as recording journal entries to the general ledger for 4-6 communities inthe Company’s managed portfolio.

• Prepare journal entries, accountanalysis, roll-forwards, and other required analysis for month-end close.
• Assist in the preparation ofmonthly financial reporting.
• Ensure all transactions have beenrecorded in accordance with GAAP and review balance sheet reconciliations to substantiate the balances and follow-up on any action items in a timely manner.
• Review journal entries and other GL requests toensure accuracy and validity
• Support the business office directors (BOD) in thefield by providing training support and resolving issues, in collaboration with the Regional Business Office Specialist.
• Oversee the payroll process and ensure payroll is recorded properly to the general ledger in each accounting cycle.
• Monitor cash balances, reconcile monthly bankactivity, and resolve any issues related to cash.
• Identify, research, and resolve items impactingfinancial statements, as assigned.
• Evaluate and improve internal processes and controls.
• Serve as escalation contact for Accounts Receivablecollections.
• Assist in the preparation of the financial auditsand tax filings.
• Assist in the preparation of the annual budgets.
• Providesfinancial/analytical support across the organization.
• Prepares the monthly and quarterly financial reporting packages, as required under the managementagreements of the company, with various ownership groups. The final financial reporting package isexpected to meet any required deadlines with a high-quality work product.
• Respond to both internaloperations and external ownership questions on the financial reporting, in collaboration with the Regional Vice President.
• Assist in projects andduties, as assigned by the Chief Financial Officer, the Corporate Controller,the Regional Vice President, or the community ownership group.

• Bachelor’s degree in Accounting or Finance, with 3-5 years’ experience preferred
• Experience with multi-family real estate and/or senior living industry preferred
• Experience with the Sagegeneral ledger system preferred.
• Largely self-directed withthe ability to seek out objectives and complete with minimal managementinput
• Demonstrates flexibility bypivoting quickly to align with business needs
• Knowledge and application of Intermediate/Advanced MS Excel
• Ability to multi-task andwork in a challenging fast paced environment
• Maturity, professionalism,and high level of discretion are required
• Strong work ethic with apositive, can-do attitude
• Strong presence with the ability to interact with senior leadership
• Makes sound and timely decisions
• Strong organization and time management skills with attention to detail
• Team-oriented; willingness to pitch in and help out
• Self-motivated;takes initiative

• Maybe video recorded from devices installed by families in residents apartments
• Mayhave picture taken and image used in social media or community advertising
• Communitycalls may be monitored or recorded for quality assurance purposes. In order toensure the proper execution and conduct during calls with family members and customers, calls are subject to quality control monitoring.