Accounting & Data Specialist

Why Anchor Loans?

Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.

Anchor Loans, established in 1998, is the nation’s leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $10 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers.

Position Summary:

As our business continues to grow, we are seeking a Accounting & Data Specialist to support our accounting and financial reporting functions. This role is essential to maintaining accuracy, timeliness, and compliance in our financial operations, especially as we handle large volumes of transactional data. The ideal candidate will bring strong private-industry accounting experience and a proven command of full-cycle accounting, journal entries, reconciliations, and financial statement preparation across multiple entities. Experience in real estate lending, credit facilities, and private equity is highly desirable.

Job Duties:

• Prepare and post accurate journal entries across multiple entities and loan portfolios

• Perform monthly bank and general ledger reconciliations

• Support monthly, quarterly, and year-end close processes, including intercompany eliminations

• Assist in the preparation of GAAP-compliant financial statements

• Coordinate and support the annual financial statement audit process

• Analyze and reconcile loan-level transactions, origination fees, interest income, and servicing costs

• Work closely with the Accounting Manager and SVP Accounting & Treasury to improve and document accounting processes

• Collaborate with internal stakeholders on data validation and process efficiencies

• Assist with ad hoc reporting and analysis, including but not limited to investor and management reports

• Support credit facility reporting, covenant compliance monitoring, and cash flow scenario analysis

• Train and mentor junior accounting staff on systems, processes, and data tools

Qualifications:

• Bachelor’s degree in accounting or finance

• 5+ years of full-cycle accounting experience in private industry; financial services, lending, or real estate experience a strong plus

• Strong experience with large, complex data sets and reconciliations

• Solid understanding of GAAP and financial reporting

• High proficiency in Excel

• Detail oriented, self-motivated, and able to thrive in a fast-paced environment; comfortable navigating multiple accounting systems and large data sets

• Experience with NetSuite, SAP, QuickBooks, or similar ERP is a plus

• CPA or CPA-track

• Prior exposure to real estate finance, lending, or investment accounting highly desirable

• SQL, Power BI, Tableau, or other data visualization/analytics tools and system conversions a plus!

Work Environment:

This is a hybrid position which requires in-office reporting to Anchor’s Thousand Oaks office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday.

Compensation:

The base pay range for this position is $90,000 to $120,000 per year, plus annual discretionary bonus based on performance of the individual and company.

What We Offer:

The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes:

• Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance

• Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits

• Highly competitive performance bonus

• 401(k) retirement program with employer match

• Tuition reimbursement toward professional development

• Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons

• Onsite gym (Thousand Oaks only)

• 12 Paid Holidays

Diversity matters to our organization, and we are proud to be an equal opportunity employer.  All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.