At Coastline Equity, we don’t just manage numbers we build trust, accountability, and growth into every dollar we track. We’re looking for a Controller who sees beyond spreadsheets and balances and understands that strong financial systems are the foundation of a thriving, people-centered business.
In this role, you’ll lead the charge in bringing clarity to complexity owning our financial operations from top to bottom. You’ll guide a growing team, oversee the accounting and compliance for 150+ corporate entities, and help shape the future of our finance department. This is a role for someone who doesn’t just do the work but builds the structure that makes the work sustainable, scalable, and smart.
You’ll be a key voice at the table, trusted by leadership and relied on by every department. If you’re someone who can lead with confidence, communicate with clarity, and build systems that serve both people and performance this is your next move.
The salary range of this position is $95k - $125k yearly.
Responsibilities
1. Leadership & Team Management
- Lead, manage, and hold accountable a team of three: one Account Manager and two Accounting Assistants.
- Drive performance, continuous improvement, and professional development within the finance department.
- Develop and implement SOPs and internal controls across all finance and accounting operations.
2. Accounting & Financial Operations
- Oversee accounts receivable, accounts payable, payroll, and HR-related compliance processes.
- Ensure timely and accurate monthly financial statements for all properties and corporate entities.
- Manage full-cycle accounting including journal entries, reconciliations, and reporting deliverables.
3. Strategic Planning & Financial Oversight
- Collaborate with the COO to drive budgeting, forecasting, and strategic financial planning.
- Build scalable financial systems and reporting tools that support company growth and accountability.
- Deliver actionable insight through modeling, performance analysis, and financial dashboards.
4. Compliance & Risk Management
- Ensure compliance with tax, audit, and regulatory obligations across all corporate and client accounts.
- Oversee insurance coordination and risk management practices in collaboration with Operations.
- Maintain strong relationships with CPAs, auditors, and legal advisors.
5. Client & Internal Stakeholder Communication
- Provide timely financial updates and deliverables to investment clients and internal partners.
- Present financial information clearly and effectively to executive leadership and department heads.
6. Technology & Systems
- Leverage AppFolio, Excel, and other digital tools to drive automation and efficiency.
- Implement and support AI-powered systems and tech-forward workflows for smarter financial operations.
- Identify opportunities to innovate, streamline, and standardize accounting processes.
Skills & Competencies
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Leadership & Accountability: Proven ability to lead a team, manage competing priorities, and drive high standards through effective communication and clear expectations.
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Full-Cycle Accounting Expertise: Deep knowledge of accounting principles, financial reporting, reconciliations, and internal controls, ideally within property management.
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Strategic Financial Acumen: Skilled in budgeting, forecasting, financial modeling, and performance reporting that supports executive decision-making.
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Process-Oriented & Detail-Driven: Able to build SOPs, document workflows, and maintain compliance across a high volume of entities.
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Tech-Savvy: Proficient in systems like AppFolio and QuickBooks with a desire to explore and implement AI-driven efficiencies and modern finance tools.
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Client-Focused Mindset (Customer First): Prioritizes transparency, communication, and reliability in both client-facing and internal operations.
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Continuous Improvement (Growth Mindset): Embraces learning, feedback, and change with a commitment to improving systems and empowering teams.
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Integrity & Inclusion (Equity for All): Leads with fairness, builds trust, and ensures that policies and processes reflect ethical, accessible, and inclusive standards.
Requirements:
- 5+ years of professional experience in accounting or finance with team leadership responsibilities.
- Bachelor’s degree in Accounting, Finance, or Business Administration.
- Full-cycle accounting experience across multiple entities or departments.
- Familiarity with property management or real estate accounting standards.
- Experience in payroll, benefits administration, and AP/AR oversight.
- Proficiency in QuickBooks, Excel, and property management platforms (AppFolio preferred).
Preferred qualifications:
- CPA or advanced certification strongly preferred.
- 7–10 years in finance leadership roles, ideally within the real estate or property management industry.
- Experience managing complex legal and financial structures across 100+ entities.
- Hands-on experience with technology-driven automation or AI tools for accounting.
What are we looking for:
We’re looking for a financial leader with the heart of a builder and the discipline of a controller someone who thrives in growing organizations, enjoys coaching teams, and builds scalable systems that support long-term success. You’ll do well in this role if you:
- Love building clarity out of complexity.
- Bring a thoughtful, structured approach to your work and your leadership.
- Are equally confident in team huddles and boardroom conversations.
- Lead with transparency and a solution-oriented mindset.
Why join Coastline Equity?
We don’t just manage buildings, we build equitable communities, deliver unmatched service, and empower our team to lead with innovation and integrity. At Coastline Equity, you’ll be part of a company that encourages bold thinking, supports ongoing development, and ensures every team member has a voice and a path to grow.
THE COASTLINE EQUITY WAY
With over 50 years vested in guiding, advising and managing diverse real estate portfolios for corporations, individuals and families throughout California, Coastline Equity offers a unique and valuable perspective to maximize the value of its client’s real estate holdings. The level of personal stewardship, informed by its vast experience, is the hallmark of Coastline Equity’s advisory approach, and is of profound importance to many clients who view their holdings as ‘legacy assets’, to be passed down from one generation to another.
CULTURE
Our team hires, trains, and empowers our members based on our three company core values.
- Customer First
- Growth Mindset
- Equity for All
PROCESS
At Coastline Equity we take time to consider each candidate carefully before making an official offer. Prospective team members complete a series of three interviews with their potential supervisor, our Leadership Team, and a peer group.
We use Prevue, an assessment tool designed to evaluate job fit by measuring skills, personality, and work preferences. This helps us optimize our hiring process and ensure a smooth, effective onboarding experience for new team members.
BE PART OF OUR STORY
At Coastline Equity, our team is our most valuable asset. We believe in investing in our team members, developing their talents, providing opportunities to grow, and mentoring our team for success. Come see where a career with Coastline Equity can take you.
We are an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.