Documentation Coordinator

This is a hands-on role focused on lease accounting, monthly close, reconciliations, invoicing, and tax support within a fast-paced private-credit environment.

The Opportunity

We’re adding a Senior Accountant to support our growing finance and operations team. This is a hands-on role focused on lease accounting, monthly close, reconciliations, invoicing, and tax support within a fast-paced private-credit environment. You’ll work closely with the finance team and gain significant exposure to leasing structures, capital equipment funding, and complex transactions.

Leasing or banking experience is a significant plus. We are interested in strong accountants with curiosity, analytical skill, and the drive to learn an industry that moves quickly and values precision.

What You'll Do

Lease Accounting & Operations

  • Set up and book new leases in the lease accounting system, LeasePlus.
  • Prepare and review invoices, including recurring rents and lease-related charges.
  • Reconcile lease activity, payment streams, deposits, and funding schedules.
  • Support rate adjustments, rent-commencement validation, and schedule accuracy.
  • Become the resident expert on ASC 842, Leases.
  • Assist with the preparation and support of external audits
  • Manage and reconcile monthly servicing payments to our banking partners

Month-End Close & Financial Reporting

  • Prepare journal entries, accruals, and monthly reconciliations.
  • Assist with close timelines, workpapers, and variance analysis.
  • Maintain audit-ready documentation for all assigned areas.

Tax & Compliance

  • Support monthly and quarterly sales/use tax calculations and filings.
  • Review and support annual business property tax returns with property tax administrators.
  • Ensure compliance with state-specific requirements and internal policies.

Data, Systems, & Process Improvement

  • Analyze data across LeasePlus, Excel, T-Value, and NetSuite.
  • Identify workflow gaps and recommend improvements to strengthen controls.
  • Support enhancements to accounting, reporting, and booking processes.
  • Streamline finance and accounting operations through new technology

What You'll Bring

  • 4–8 years of progressive accounting experience.
  • Strong Excel skills (pivot tables, lookups, data analysis).
  • Ability to extract, analyze, and reconcile data across systems.
  • Ownership mindset with curiosity and a willingness to learn.
  • Leasing or banking experience is a strong plus but not required.
  • Experience with LeasePlus or another leasing/accounting system.
  • Conceptual understanding of ASC 842 – Leases or demonstrated experience mastering complex accounting standards.
  • NetSuite experience is a plus.
  • Ability to work on-site full-time in Irvine.
  • Strong written and verbal communication skills

Career Growth & Development

This role offers meaningful opportunities to take on expanded responsibility as the company continues to scale. Senior Accountants at FNC gain exposure to close management, technical accounting, process leadership, and cross-functional initiatives—experience that can support progression into broader roles over time, including Assistant Controller–level responsibilities.

Actual advancement will depend on individual performance, readiness, and business needs, but the environment here rewards growth-minded team members who take ownership and deliver high-quality work.

How Success Will Be Measured

  • Accuracy and timeliness of lease booking, invoicing, and reconciliations.
  • Quality of month-end close support and reduction of reconciliation issues.
  • Clean tax filings and dependable compliance support.
  • Effective cross-functional communication with Sales, Syndication, Portfolio Management, and Documentation.
  • Initiative in process improvement and ownership of assigned areas.

Why First National

  • Work at the intersection of private credit, structured finance, and real-asset funding.
  • Fast, straightforward execution with a culture of ownership and accountability.
  • Visible impact—your work directly supports large, complex funding transactions.
  • Exposure to unique leasing, tax, and funding structures; rarely found in traditional accounting roles.

Compensation & Benefits

  • Competitive base salary: $75,000 to $110,000, depending on experience.
  • Annual bonus opportunity tied to performance and business impact.
  • 401(k), medical, dental, PTO, and professional development support.

Apply Now