Finance Manager at Investment Real Estate, LLC – York, Pennsylvania

The Role:

The Finance Manager is responsible for leading the firm’s treasury operations, debt and covenant management, budgeting, forecasting, and investor reporting processes. This role ensures strong liquidity management, accurate financial planning, and clear communication of financial results to internal stakeholders, lenders, and investors.

The Business:

The Investment Real Estate Group of Companies (IREGC) is composed of real estate-centric entities focused on the self-storage industry. In addition, we own and operate a portfolio of over 90 stores with a stated goal of reaching 100 stores by the end of 2026. Our market area includes ten states in the Mid-Atlantic and Northeastern regions, and beyond. IREGC provides property management, development & construction services, and insurance products. Learn more at www.irellc.com.

The Environment:

IREGC employees are team-oriented where all colleagues wear many hats and help each other succeed. While business is a priority, colleagues are encouraged to live healthy, balanced lives. Our company is guided by the core values of doing the right thing for our clients, being engaged, enthusiastic and competitive, working hard and smart, being positive, being compassionate and authentic, and having fun and celebrating success.

Essential Duties & Responsibilities:

Treasury Management

· Oversee daily treasury operations, including cash positioning, liquidity management, and cash flow planning.

· Maintain and optimize all banking relationships; negotiate service terms, fees, and credit facility structures.

· Manage bank account administration, controls over cash movements, and treasury compliance policies.

· Monitor interest rates, capital markets, and macroeconomic trends to support cash deployment and financing strategy.

· Oversee investment of excess cash in accordance with corporate policy and risk guidelines.

· Implement and maintain treasury systems, banking platforms, and automation tools for improved efficiency.

Debt & Financing Management

· Lead sourcing, evaluation, and execution of new financings and re-financings.

· Analyze alternative debt structures to optimize cost of capital and leverage.

· Prepare lender-facing materials, including loan packages, financial models, and due diligence documents.

· Monitor covenants, triggers, and reporting schedules; maintain compliance systems and alert leadership of risks.

· Prepare and submit all lender deliverables, including financial statements, rent rolls, certifications, and covenant reports.

· Serve as primary point of contact for lenders, servicers, and banking partners.

Budgeting, Forecasting & Financial Planning

· Lead and manage the annual budgeting process across properties, funds, and corporate operations.

· Develop rolling cash flow forecasts and forward-looking financial models to support liquidity planning and capital strategy.

· Conduct scenario testing, stress analysis, and performance modeling for assets and funds.

· Partner with Accounting, Asset Management, and Operations to ensure forecast accuracy and alignment with business assumptions.

· Support fund-level capital planning, including subscription lines, NAV facilities, capital calls, and distributions.

Investor Reporting

· Prepare quarterly and annual investor reporting packages, including financial statements, performance summaries, cash flow updates, and capital account information.

· Coordinate with Asset Management and Accounting to ensure accuracy, consistency, and timely delivery of investor materials.

· Distribute investor reports through appropriate platforms and maintain organized reporting archives.

· Respond to investor inquiries regarding financial performance, debt exposure, cash flow, and portfolio metrics.

· Support preparation of Investment Committee and LP presentation materials, including dashboards and performance analytics.

Financial Reporting

· Provide financial insights and recommendations to senior leadership to support strategic decisions.

· Maintain robust internal controls, compliance standards, and documentation practices.

· Drive process improvements across financial operations, reporting, and planning workflows.

· Assist in improving financial reporting systems and data integration.

· Support the development of automated financial dashboards and analytics tools.

· Coordinate with technology and data teams on financial data warehouse initiatives.

· Help enhance reporting efficiency and financial transparency across the organization.

Experience:

· Deep expertise in treasury and cash management.

· Strong financial modeling and forecasting capability.

· Clear communication in investor- and lender facing environments.

· Ability to manage complex, multi-entity financial operations.

· High attention to detail, accuracy, and process discipline.

Qualifications:

· Bachelor's degree in finance, accounting, or related field; advanced degree or CPA preferred.

· 5+ years of experience in real estate finance, treasury, or investment management.

· Strong modeling skills and proficiency with analytical tools (Excel; Sage a plus).

· Experience with treasury operations, lender reporting, and investor communication.

Physical Requirements:

· Duties performed in a standard, indoor office environment.

· Stationary for prolonged periods of time.

· Stooping, bending, twisting, reaching and repetitive motion may be required in completion of job duties.