Kevin Inoa

About Kevin Inoa

Detail-oriented accounting professional with a strong background in real estate, private equity, and fund-level reporting. In my current role as a Senior Portfolio Accountant, I oversee financial reporting, capital activity, and investor allocations for real estate investment funds.Earlier in my career, I provided full-cycle accounting support to real estate clients, including family offices and property managers—handling everything from financial statements and budgeting to audit prep and process improvements. I also have experience in acquisitions, asset management, and tax compliance, giving me a well-rounded understanding of the real estate investment lifecycle.Currently pursuing my MBA at Villanova University, I’m focused on growing my leadership skills and expanding my impact across finance and real estate.Outside of work, I enjoy long runs on the Schuylkill River Trail, exploring Philly’s comedy scene, and staying active in the markets—whether it’s stocks, real estate, or crypto.

Experience

1. Senior Portfolio Accountant

   Ea Resig

   Mar 2025 — Present · Philadelphia, PA, US

   Manage full-cycle accounting for real estate investment funds, including monthly financial reporting, capital account maintenance, and investor allocations.•Prepare and review capital call and distribution notices in coordination with fund managers and investors.•Reconcile general ledgers and bank accounts, ensuring accuracy across multiple investment entities and joint ventures.•Collaborate with external auditors and tax teams to support year-end audits, K-1 issuance, and compliance reporting.•Maintain and update waterfall models and carried interest calculations in accordance with fund agreements.•Lead onboarding of new funds and clients, ensuring smooth transitions and establishing internal reporting frameworks.•Utilize platforms like Yardi, JuniperSquare, and Excel-based models to track fund performance and manage portfolio data.•Act as a liaison between clients, fund administrators, and internal teams to resolve accounting and operational inquiries promptly.•Train and mentor junior staff on portfolio accounting processes and best practices within the real estate private equity space.

Education

• Arcadia University

  Bachelor of Arts - BA, Accounting

• Villanova University

  Master of Business Administration - MBA, Analytics and Artificial Intelligence

Skills

• Teamwork
• Higher Education
• Time Management
• Microsoft Word
• Prosystem Fx Engagement
• Tax Preparation
• Drake Tax Software
• Quickbooks
• Microsoft Office
• Social Media
• Microsoft Excel
• Powerpoint
• Tax Accounting
• Prosystem Fx Tax