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Job Title


Assistant Portfolio Controller


Company : AgeWell Solvere Living


Location : North Palm Beach, FL


Created : 2026-03-10


Job Type : Full Time


Job Description

Inspiration. Lives. Here. At AgeWell 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 Overview: Reportingto the Portfolio Controller, the Assistant Portfolio Controller is responsiblefor 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. Responsibilities: 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 tosubstantiate the balances and follow-up on any action items in a timely manner Review journal entries and other GL requests to ensure accuracy and validity Support the business office directors (BOD) in the field 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 bank activity, and resolve any issues related to cash Identify, research, and resolve items impacting financial statements, as assigned Evaluate and improve internal processes and controls Serve as escalation contact for Accounts Receivable collections Assist in the preparation of the financial audits and tax filings Assist in the preparation of the annual budgets Providesfinancial/analytical support across the organization Prepares the monthly andquarterly 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, incollaboration 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 Qualifications: 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 Sage general ledger system preferred Largely self-directed with the ability to seek out objectives and complete with minimal management input Demonstrates flexibility by pivoting quickly to align with business needs Knowledge and application of Intermediate/Advanced MS Excel Ability to multi-task and work in a challenging fast paced environment Maturity, professionalism, and high level of discretion are required Strong work ethic with a positive, 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 Miscellaneous: 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 andcustomers, calls are subject to quality control monitoring