Executive Assistant to the Chief Financial Officer

We are seeking a highly skilled and experienced Executive Assistant with a background in treasury or banking. This individual will provide comprehensive support to the Chief Financial Officer, utilizing their knowledge and expertise to offer exemplary assistance in keeping this busy executive on track. The Executive Assistant will effectively manage complex tasks, ensure a smooth workflow, and contribute to strategic decision-making processes. This role requires exceptional attention to detail, utmost confidentiality, and excellent time management skills.

What you have already achieved: (Requirements) 

  • 1+ years of proven experience as an accountant or in a related financial role, preferably within the real estate or property management industry.
  • Bachelor of Science in Accounting or a related field preferred.
  • Analytical mindset with excellent problem-solving skills.
  • Strong attention to detail and accuracy in financial record-keeping.
  • Ability to work independently and as part of a team, handling multiple tasks and meeting tight deadlines.
  • Excellent communication and interpersonal skills, with the ability to convey financial information effectively to non-financial stakeholders.

What you are great at: (Responsibilities)

  • Manage the CFO's schedule, coordinate meetings, and ensure timely attendance and follow-up on commitments.
  • Reporting: Preparation of timely and accurate monthly financial statements on assigned properties by the deadlines indicated on Accounting Department Reporting Scorecard.
  • Reconciliations: Reconciles assigned bank accounts. Investigates and solves issues regarding cash deposits/checks and cash balances.
  • Mortgages: verify principal, taxes, insurance and reserves balances match statements. Record taxes and insurance paid by escrow.
  • Insurance: Responsible for the updating of insurance accruals and tracking renewal dates. Removes sold properties and calculates the accrual for new properties.
  • Dispositions of Properties: Responsible for the verification of meter deposits, insurance balances, and tax allocations prior to sale.
  • Manage, verify, and track all EOM checklists are completed for all multi-family assets each month.
  • Responsible for monthly narrative analysis for assigned properties to be reviewed by the PM Controller before distribution to executives. 
  • Assists PM Controller, CFO, SVP of Finance, and the accounting department with special projects as may be needed or directed.
  • Responsible for learning the process of onboarding and disposing of properties which includes recording such transactions.
  • Perform such other accounting, financial, or administrative tasks as may be required from time to time (often on short notice), as directed.

What you're motivated by:

  • A fast pace. We’ve grown exponentially and new team members continue to join our DLP family.
  • ​A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally.
  • Visionary, smart, and innovative CEO. Ours is the kind of leader you read about, hope to work with, and learn from.
  • A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of “Leaders made here” at DLP, focused on developing and growing leaders.

Our Mission:

At DLP Capital, we are committed to making an impact - whether it's through acquiring and developing real estate, building relationships, or empowering our clients with the tools they need to achieve their dreams. We deliver a suite of services including lending, investment funds management, and loan servicing in addition to an exclusive membership platform focused on scaling businesses and preserving wealth. We are proud to have been named on multiple Best Places to Work lists for more than six years, and have remained on the Inc. 5000 list of fastest-growing companies for 10 consecutive years.

Benefits and Perks:

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.

Equal Opportunity Employer:

DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.