Director, Loan Asset Administration Center of Excellence (CoE) Full-Time Hybrid, Boston MA, Springfield MA, or New York, NY The Opportunity We have an exciting transformational opportunity for a Director, Loan Asset Administration Center of Excellence (CoE) focusing on Bank Loan investment within Insurance General Account Portfolios. The team functions alongside other Center of Excellence in Public, Private, and Mortgage-Backed Securities and has opportunities to contribute to the development of the Operations organization. This role offers an opportunity to lead over $35B Bank Loan portfolio operations end-to-end; this includes partnering with investment management, middle-office data management and technology teams; actively monitoring exposures; managing risk; and managing a team of specialists. This leadership role will set direction for the team, develop vision, influence refinement of operating model and processes, and be a subject matter expert for operational matters. The leader envisions development and execution of projects to scale, automate and streamline processes within the CoE. Additionally, a critical responsibility is to manage resource planning and capacity analysis to utilize onshore and offshore teams to effectively deliver objectives for the CoE. The position will report to the Head of Investment Management Operations. In this role, you will work with key stakeholders including affiliated and third-party asset managers, third-party administrative service providers, controllership organization and the investment management leadership team. The Team Investment Operations extends from relentlessly focusing on stakeholder satisfaction, to accelerating the adoption of automated, digital transaction processing and self-service tools. To this end, the team leverages technology and data to both reshape investment operational support and deliver differentiated stakeholder experiences. The Impact Lead a direct and indirect team to monitor large book of Bank Loan securities positions and transactions and to provide cash match and reconciliations with MassMutual investment and accounting book of records Enable the team to provide seamless operational execution on cash and securities transaction processing on third party and affiliated managers' transactions, exception resolution and query management Collaborate with data team and third-party asset managers and service providers, escalating trade operational issues and problem solving Drive discussions with critical stakeholders and enablers, including Technology (ETX,) to define operating model, enable improvement projects and initiatives, digitizing and automation efforts to improve operational performance Establish and manage the CoE with key operating metrics and utilize an outcome-based framework to measure ongoing performance and efficiency improvement Monitor work queues and ensure critical deliverables are met on time and with quality Lead/Manage multiple business teams across multiple locations Cultivate and develop both associates and the direct management team Be the escalation / point of contact for the team and for broader investment management and operations team Manage external bank loan administration partners and measure performance using service levels agreements The Minimum Qualifications Bachelor's Degree in Finance, Accounting, Technology, or related field 8+ years investment operations, Finance /Accounting experience (ideally in bank loans, private finance equity or public securities structures). 2+ years experience in portfolio accounting and administration The Ideal Qualifications Demonstrated experience developing, leading and managing a diverse team, fostering a collaborative approach and strong partnership with a focus on attracting, developing and retaining talent Excellent problem-solving skills, excellent attention to detail, and a numerate, analytical approach are crucial Prior experience in fund level accounting with real estate accounting or software systems Strong written and verbal communication skills coupled with good commercial foresight Able to work effectively and collaboratively within a small, dedicated team but also a large local platform Ability to meet multiple deadlines leveraging cross-functional teams with little direct supervision Committed to delivering the highest quality work product. Self-motivated, hard-working and operates with a sense of urgency and a strong attention to detail Demonstrated ability to drive process improvement and efficiencies through innovation and collaboration with colleagues and service providers. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Operations Team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms. Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
11/11/2024
Full time
Director, Loan Asset Administration Center of Excellence (CoE) Full-Time Hybrid, Boston MA, Springfield MA, or New York, NY The Opportunity We have an exciting transformational opportunity for a Director, Loan Asset Administration Center of Excellence (CoE) focusing on Bank Loan investment within Insurance General Account Portfolios. The team functions alongside other Center of Excellence in Public, Private, and Mortgage-Backed Securities and has opportunities to contribute to the development of the Operations organization. This role offers an opportunity to lead over $35B Bank Loan portfolio operations end-to-end; this includes partnering with investment management, middle-office data management and technology teams; actively monitoring exposures; managing risk; and managing a team of specialists. This leadership role will set direction for the team, develop vision, influence refinement of operating model and processes, and be a subject matter expert for operational matters. The leader envisions development and execution of projects to scale, automate and streamline processes within the CoE. Additionally, a critical responsibility is to manage resource planning and capacity analysis to utilize onshore and offshore teams to effectively deliver objectives for the CoE. The position will report to the Head of Investment Management Operations. In this role, you will work with key stakeholders including affiliated and third-party asset managers, third-party administrative service providers, controllership organization and the investment management leadership team. The Team Investment Operations extends from relentlessly focusing on stakeholder satisfaction, to accelerating the adoption of automated, digital transaction processing and self-service tools. To this end, the team leverages technology and data to both reshape investment operational support and deliver differentiated stakeholder experiences. The Impact Lead a direct and indirect team to monitor large book of Bank Loan securities positions and transactions and to provide cash match and reconciliations with MassMutual investment and accounting book of records Enable the team to provide seamless operational execution on cash and securities transaction processing on third party and affiliated managers' transactions, exception resolution and query management Collaborate with data team and third-party asset managers and service providers, escalating trade operational issues and problem solving Drive discussions with critical stakeholders and enablers, including Technology (ETX,) to define operating model, enable improvement projects and initiatives, digitizing and automation efforts to improve operational performance Establish and manage the CoE with key operating metrics and utilize an outcome-based framework to measure ongoing performance and efficiency improvement Monitor work queues and ensure critical deliverables are met on time and with quality Lead/Manage multiple business teams across multiple locations Cultivate and develop both associates and the direct management team Be the escalation / point of contact for the team and for broader investment management and operations team Manage external bank loan administration partners and measure performance using service levels agreements The Minimum Qualifications Bachelor's Degree in Finance, Accounting, Technology, or related field 8+ years investment operations, Finance /Accounting experience (ideally in bank loans, private finance equity or public securities structures). 2+ years experience in portfolio accounting and administration The Ideal Qualifications Demonstrated experience developing, leading and managing a diverse team, fostering a collaborative approach and strong partnership with a focus on attracting, developing and retaining talent Excellent problem-solving skills, excellent attention to detail, and a numerate, analytical approach are crucial Prior experience in fund level accounting with real estate accounting or software systems Strong written and verbal communication skills coupled with good commercial foresight Able to work effectively and collaboratively within a small, dedicated team but also a large local platform Ability to meet multiple deadlines leveraging cross-functional teams with little direct supervision Committed to delivering the highest quality work product. Self-motivated, hard-working and operates with a sense of urgency and a strong attention to detail Demonstrated ability to drive process improvement and efficiencies through innovation and collaboration with colleagues and service providers. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Operations Team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms. Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
PostJobMatches By WorkStaff USA
Metairie, Louisiana
Today our client is hiring in their Accounting Services Department which is experiencing exciting growth and they are now seeking dedicated accounting professionals to join their team in Metairie, Louisiana. Flexible, hybrid work schedules available! Inquire within for schedules. Responsibilities Manage the engagement and workflow of all client deliverables for multiple clients and engagements Supervise engagement teams Lead the on-boarding of new clients and new client engagements Identify, research and resolve accounting technical issues impacting the engagement Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions Communicate with Directors about client updates, engagement status, budget adherence, and technical issues Involvement in preparing and delivering proposals and fee estimates Manage and develop staff by providing training and constructive performance feedback Perform general ledger accounting and closing of the books Review relevant work papers and account reconciliations Prepare and review work papers and financial statements Write management reports Travel to client sites as needed Qualifications Bachelors or Masters degree in Accounting or a related field Management team member who has 8+ years in public accounting and private industry (Accounting Manager, Assistant Controller, Controller) preferred. o 8-10 years of experience for Accounting Manager candidates o 11+ years of experience for Accounting Senior Manager candidates Multiple industry environment a preferred (construction industry, professional services industry, real estate industry). Possesses an outsourced CFO/Controllership skill set. Possesses a BS/MS in accounting and a CPA certificate. This technology oriented individual should have experience in multiple accounting software systems (low end to mid level systems); next generation consultation experience; conversion experience ERP, Remote access, and Cloud applications a plus. The successful candidate should also have strong supervisory accounting skills and be able to successfully interact with staff and client's top executives. Strong work ethic, sense of urgency, detail orientation and organizational skills are a must. If you are looking for a growth environment and the opportunity to work with a dynamic team known for its commitment to work/life balance and high quality service to clients, then this company is the place for you! We value our professionals and strive to provide our people with the resources and incentives they need to achieve their personal and professional goals Compensation Base Salary - USD $117,000 to $140,500 Full-time Benefits - Full Relocation Assistance Available - No Commission Compensation - No Bonus Eligible - No Overtime Eligible - No Interview Travel Reimbursed - No Candidate Details Seniority Level - Mid-Senior Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Never
11/11/2024
Today our client is hiring in their Accounting Services Department which is experiencing exciting growth and they are now seeking dedicated accounting professionals to join their team in Metairie, Louisiana. Flexible, hybrid work schedules available! Inquire within for schedules. Responsibilities Manage the engagement and workflow of all client deliverables for multiple clients and engagements Supervise engagement teams Lead the on-boarding of new clients and new client engagements Identify, research and resolve accounting technical issues impacting the engagement Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions Communicate with Directors about client updates, engagement status, budget adherence, and technical issues Involvement in preparing and delivering proposals and fee estimates Manage and develop staff by providing training and constructive performance feedback Perform general ledger accounting and closing of the books Review relevant work papers and account reconciliations Prepare and review work papers and financial statements Write management reports Travel to client sites as needed Qualifications Bachelors or Masters degree in Accounting or a related field Management team member who has 8+ years in public accounting and private industry (Accounting Manager, Assistant Controller, Controller) preferred. o 8-10 years of experience for Accounting Manager candidates o 11+ years of experience for Accounting Senior Manager candidates Multiple industry environment a preferred (construction industry, professional services industry, real estate industry). Possesses an outsourced CFO/Controllership skill set. Possesses a BS/MS in accounting and a CPA certificate. This technology oriented individual should have experience in multiple accounting software systems (low end to mid level systems); next generation consultation experience; conversion experience ERP, Remote access, and Cloud applications a plus. The successful candidate should also have strong supervisory accounting skills and be able to successfully interact with staff and client's top executives. Strong work ethic, sense of urgency, detail orientation and organizational skills are a must. If you are looking for a growth environment and the opportunity to work with a dynamic team known for its commitment to work/life balance and high quality service to clients, then this company is the place for you! We value our professionals and strive to provide our people with the resources and incentives they need to achieve their personal and professional goals Compensation Base Salary - USD $117,000 to $140,500 Full-time Benefits - Full Relocation Assistance Available - No Commission Compensation - No Bonus Eligible - No Overtime Eligible - No Interview Travel Reimbursed - No Candidate Details Seniority Level - Mid-Senior Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Never
PostJobMatches By WorkStaff USA
Farmingville, New York
Today we are hiring a Audit Senior Manager Accounting - Houston, Texas This position of Senior Manager places the successful candidate in a environment focused on growth and teamwork. Within a firm that values a commitment to quality work balanced with ones life goals. The CPAs and Business Advisors values our team members and strives to provide resources and incentives needed to achieve personal and professional goals. Requirements: BS/MS in Accounting CPA designation required 7 plus years of public accounting experience with multiple years in a managerial role Current knowledge of GAAP, SAS and Uniform Guidance Exceptional communication skills, both oral and written Experience in C Suite client relations Strong sense of urgency and ability to quickly adapt to change Executive presence, including maintaining the highest level of confidentiality Desire for growth personally and professionally Community minded Ability to interact successfully with clients and team members at all levels of the organizations Requirements: 2 years plus in the Senior Manager role, preferred Experience in the following Audit Niches: Construction, Non-Profit, and Energy Simultaneously able to manage multiple engagements and their respective teams, while maintaining attention to detail and team members needs Comfort in presenting before a clients governing body and an industry or trade association conferences Participation in Firm activities that contribute to the community through philanthropic efforts and that contribute to the camaraderie of your team members An interest in advancement Services As a full-service accounting and business advisory firm, our services include the following: Audit and assurance Business consulting Business succession planning Client accounting services Employee benefit plan services Estate planning Forensic and valuation services International services Outsourced controller-ship Profitability enhancement Risk advisory services Strategic planning Tax planning and compliance Transaction advisory services The Industries The client serves in most major industries, and its qualifications are enhanced by the deep resources available through our alliance. The firms principal industry groups include construction, dealerships, energy, financial services, healthcare, hospitality and entertainment, professional services, nonprofit, public sector, and real estate.
11/11/2024
Today we are hiring a Audit Senior Manager Accounting - Houston, Texas This position of Senior Manager places the successful candidate in a environment focused on growth and teamwork. Within a firm that values a commitment to quality work balanced with ones life goals. The CPAs and Business Advisors values our team members and strives to provide resources and incentives needed to achieve personal and professional goals. Requirements: BS/MS in Accounting CPA designation required 7 plus years of public accounting experience with multiple years in a managerial role Current knowledge of GAAP, SAS and Uniform Guidance Exceptional communication skills, both oral and written Experience in C Suite client relations Strong sense of urgency and ability to quickly adapt to change Executive presence, including maintaining the highest level of confidentiality Desire for growth personally and professionally Community minded Ability to interact successfully with clients and team members at all levels of the organizations Requirements: 2 years plus in the Senior Manager role, preferred Experience in the following Audit Niches: Construction, Non-Profit, and Energy Simultaneously able to manage multiple engagements and their respective teams, while maintaining attention to detail and team members needs Comfort in presenting before a clients governing body and an industry or trade association conferences Participation in Firm activities that contribute to the community through philanthropic efforts and that contribute to the camaraderie of your team members An interest in advancement Services As a full-service accounting and business advisory firm, our services include the following: Audit and assurance Business consulting Business succession planning Client accounting services Employee benefit plan services Estate planning Forensic and valuation services International services Outsourced controller-ship Profitability enhancement Risk advisory services Strategic planning Tax planning and compliance Transaction advisory services The Industries The client serves in most major industries, and its qualifications are enhanced by the deep resources available through our alliance. The firms principal industry groups include construction, dealerships, energy, financial services, healthcare, hospitality and entertainment, professional services, nonprofit, public sector, and real estate.
Staff Accountant Full Time Cincinnati, OH 45220 As a Staff Accountant at Gaslight Property Management, LTD , you will play a crucial role in the growth of this family-owned business. This role will have the opportunity to learn multiple facets of Real Estate and Property Management, but also Restaurant & Live Music Venue accounting. Every Day is a new experience and a new challenge here. This Job is being created because of our recent growth. Working alongside a talented team, you will be responsible for executing various projects with precision and care. Full job description Duties & Responsibilities: Process cash receipts Bank reconciliations Preparing and entering recurring journal entries General ledger review and maintenance Perform month-end closing activities Maintenance of Prepaid Expense Amortization schedule, Maintain clean supporting documentation for all reconciling items with follow-up and corrective action to resolve discrepancies Replacement reserve requests Management fee calculation per property management agreement Assist in property compliance Prepare monthly Financial Packages Tracking CIP (cost in progress) projects to ensure timely in-servicing, recording of newly acquired fixed assets (both tangible and intangible), upon project completion. Tracking existing fixed assets, for the monthly recording of book depreciation and for the maintenance of the tax depreciation with the Controller. Accounting for the disposition and transfer of fixed assets Progressive accounting and financial Ad Hoc Requests. Perform other miscellaneous duties as required by the Controller, CEO and Accounting Supervisor. Qualifications & Requirements: Bachelor's Degree in Accounting or Finance, Preferred. 2-3 Years of Accounting & General Ledger Experience. Strong attention to detail and accuracy Proficient in Yardi, Entrata, or similar property management ERP System, Preferred Advanced Excel spreadsheet skills required. Self-motivated individual who can work independently and be a team player. Strong analytical and problem-solving skills Excellent communication and interpersonal skills Knowledge of GAAP accounting, preparation, and management Enthusiasm and desire to join a growing team and company. Benefits Full Time Competitive hourly wage commensurate with experience. Paid Holidays 8 PTO 15 days Per year Opportunities for career growth and professional development. Work with a supportive team in a dynamic and rewarding industry. 401(k) with Match Health, Dental, Vision Insurance Must have a valid driver's license Must have reliable transportation Compensation details: 0 Yearly Salary PI2a1201f5-
10/28/2024
Full time
Staff Accountant Full Time Cincinnati, OH 45220 As a Staff Accountant at Gaslight Property Management, LTD , you will play a crucial role in the growth of this family-owned business. This role will have the opportunity to learn multiple facets of Real Estate and Property Management, but also Restaurant & Live Music Venue accounting. Every Day is a new experience and a new challenge here. This Job is being created because of our recent growth. Working alongside a talented team, you will be responsible for executing various projects with precision and care. Full job description Duties & Responsibilities: Process cash receipts Bank reconciliations Preparing and entering recurring journal entries General ledger review and maintenance Perform month-end closing activities Maintenance of Prepaid Expense Amortization schedule, Maintain clean supporting documentation for all reconciling items with follow-up and corrective action to resolve discrepancies Replacement reserve requests Management fee calculation per property management agreement Assist in property compliance Prepare monthly Financial Packages Tracking CIP (cost in progress) projects to ensure timely in-servicing, recording of newly acquired fixed assets (both tangible and intangible), upon project completion. Tracking existing fixed assets, for the monthly recording of book depreciation and for the maintenance of the tax depreciation with the Controller. Accounting for the disposition and transfer of fixed assets Progressive accounting and financial Ad Hoc Requests. Perform other miscellaneous duties as required by the Controller, CEO and Accounting Supervisor. Qualifications & Requirements: Bachelor's Degree in Accounting or Finance, Preferred. 2-3 Years of Accounting & General Ledger Experience. Strong attention to detail and accuracy Proficient in Yardi, Entrata, or similar property management ERP System, Preferred Advanced Excel spreadsheet skills required. Self-motivated individual who can work independently and be a team player. Strong analytical and problem-solving skills Excellent communication and interpersonal skills Knowledge of GAAP accounting, preparation, and management Enthusiasm and desire to join a growing team and company. Benefits Full Time Competitive hourly wage commensurate with experience. Paid Holidays 8 PTO 15 days Per year Opportunities for career growth and professional development. Work with a supportive team in a dynamic and rewarding industry. 401(k) with Match Health, Dental, Vision Insurance Must have a valid driver's license Must have reliable transportation Compensation details: 0 Yearly Salary PI2a1201f5-
Chief Financial Officer San Francisco Bay University Category: Staff Type: Full Time Min. Experience: Executive Salary: $240,000 - $280,000 About San Francisco Bay University: San Francisco Bay University (SFBU), a nonprofit, WASC-accredited, university situated in the heart of Silicon Valley in Fremont, California, seeks an experienced Chief Financial Officer. SFBU's mission is to offer inclusive, innovative, and inspirational education for lifelong careers and our vision is to set the standard as a national model of higher education in service of the common good. At SFBU, students come first. We prioritize students' needs by fostering personal engagement among students, faculty, and staff. We are committed to providing affordable quality education with a deep commitment to diversity, equity, inclusion, and social justice. Our professors are accomplished professionals who provide real-world experience in the classrooms to enhance the learning experience and prepare students for future careers. Our student body is reflective of the rich cultural diversity of the world, supported by a dynamic and inclusive learning environment. Moreover, our university captures the vibrancy of Silicon Valley. SFBU is in growth mode and we are looking to make a difference in our communities by enhancing access to affordable education for all students. We encourage you to learn more about SFBU by reviewing our strategic plan at . Position Overview: The Chief Financial Officer (CFO) reports directly to the university president, with a dotted line to the chief operating officer, and has a broad range of responsibilities for finance and business operations. The CFO is also an institutional officer under the corporate bylaws and reports to the President, serving as a key advisor and strategic thought partner to the president, chief operating officer, and leadership team. The CFO is responsible for the financial management of the university, including financial reporting, cash and investments management, budgeting, forecasting, audit, tax, and financial analysis. The CFO is also responsible for overseeing the university's risk management and compliance functions, ensuring that all financial activities align with legal, regulatory, and operational requirements. Essential Duties and Responsibilities: Develop and maintain long-range financial plans. Collaborate closely with the president, president's cabinet, and division leaders to align strategic, operational, and financial planning with special attention to the connection between enrollment and net tuition revenue. Provide financial analysis and support to the university's leadership, and serve as a key advisor on financial issues and decisions that impact the institution. Serve as liaison to the Finance and Investment Committee, Audit Committee, of the Board of Directors. Develop the finance and accounting team by determining key roles, recruiting and retaining top talent, and equipping the team with the resources to perform their jobs. Develop, implement, and maintain financial policies and procedures to ensure the financial stability of the university. Ensure that financial internal controls are in place for the university. Oversee management of the university's financial systems, including the general ledger. Oversee the preparation of financial statements and reports, including monthly, quarterly, and annual financial statements. Manage the university's budgeting process, including coordination with division leaders to ensure alignment with central budget planning. Manage the university's cash flow and investments, including compliance with investment policies and strategies. Provide overall monitoring of the Investment Advisors ensuring conformity with the contract terms. Oversee any short- or long-term borrowings. Ensure compliance with all relevant laws and regulations and required reporting, including tax laws, accounting standards, financial reporting requirements Oversee preparation for external financial, governmental, and other audits conducted on an annual or periodic basis. Address findings and implement necessary changes. Coordinate with the chief operating officer in managing the university's real estate asset portfolio. Coordinate with the Chief Operating Officer on financial planning for capital projects, maintenance, and renewal of the university's facilities. Oversee the university's risk management and compliance efforts, ensuring adherence to regulatory requirements and internal policies, monitoring of key risk indicators, and implementation of mitigation plans Participate in professional development to maintain current knowledge and skills in all areas of responsibility. Supervise the Compliance Officer and Controller (with a dotted line to Accountants, Associate Director of Student Aid, and Bursar) by providing mentorship, managing performance, and fostering a collaborative work environment. Minimum Qualifications Bachelor's degree in finance, accounting, or a related field. 10+ years of experience in financial management, preferably in a higher education setting. 5+ years of experience in a senior management or executive role. Technical fluency with Microsoft Office Professional Suite, and Google mail and calendaring programs. Preferred Qualifications Master's degree in finance, accounting, or related field. CPA or CMA certification Experience in a senior financial management role in a higher education setting Experience with departmental development Experience with Salesforce and/or Sage Intacct. Knowledge, Skills & Abilities Knowledge of non-profit higher education finance including working familiarity with FASB and GAAP accounting standards, non-profit fiduciary duties, and student revenues including tuition discounting and federal Title IV financial aid. Skill in leadership, change management, and collaborative problem solving. Skill in strategic financial planning, analysis, and modeling skils in complex analytical thinking. Knowledge of relevant regulations and compliance issues, which is crucial for maintaining corporate governance. Excellent communication skills, including the ability to communicate technical financial concepts and information to general audiences. Knowledge of financial management software and systems. Skill in developing financial policies and procedures that are clear, user-friendly, and promote a strong control environment. Ability to adopt an entrepreneurial mindset and assume responsibility for contributing to SFBU's growth. Cultural competence and ability to work effectively with diverse constituencies in a diverse community. Salary: $240,000 - $280,000, depending on experience. Application Materials: Current CV/resume. Letter of interest that attends to the responsibilities noted in the position profile and describes your leadership approach, and commitment to diversity, equity, inclusion, and social justice. Applications submitted by November 10, 2024, will be given priority consideration This position description is not intended to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice. SFBU is an Equal Opportunity / Affirmative Action Employer: SFBU is committed to providing equal employment opportunities for all employees and applicants for employment. SFBU does not discriminate in employment opportunities or practices based on race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation or any other characteristic protected by law. To apply, please visit: Copyright 2024 Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-6f3929e71a17c145b3e2cc3ce
10/22/2024
Full time
Chief Financial Officer San Francisco Bay University Category: Staff Type: Full Time Min. Experience: Executive Salary: $240,000 - $280,000 About San Francisco Bay University: San Francisco Bay University (SFBU), a nonprofit, WASC-accredited, university situated in the heart of Silicon Valley in Fremont, California, seeks an experienced Chief Financial Officer. SFBU's mission is to offer inclusive, innovative, and inspirational education for lifelong careers and our vision is to set the standard as a national model of higher education in service of the common good. At SFBU, students come first. We prioritize students' needs by fostering personal engagement among students, faculty, and staff. We are committed to providing affordable quality education with a deep commitment to diversity, equity, inclusion, and social justice. Our professors are accomplished professionals who provide real-world experience in the classrooms to enhance the learning experience and prepare students for future careers. Our student body is reflective of the rich cultural diversity of the world, supported by a dynamic and inclusive learning environment. Moreover, our university captures the vibrancy of Silicon Valley. SFBU is in growth mode and we are looking to make a difference in our communities by enhancing access to affordable education for all students. We encourage you to learn more about SFBU by reviewing our strategic plan at . Position Overview: The Chief Financial Officer (CFO) reports directly to the university president, with a dotted line to the chief operating officer, and has a broad range of responsibilities for finance and business operations. The CFO is also an institutional officer under the corporate bylaws and reports to the President, serving as a key advisor and strategic thought partner to the president, chief operating officer, and leadership team. The CFO is responsible for the financial management of the university, including financial reporting, cash and investments management, budgeting, forecasting, audit, tax, and financial analysis. The CFO is also responsible for overseeing the university's risk management and compliance functions, ensuring that all financial activities align with legal, regulatory, and operational requirements. Essential Duties and Responsibilities: Develop and maintain long-range financial plans. Collaborate closely with the president, president's cabinet, and division leaders to align strategic, operational, and financial planning with special attention to the connection between enrollment and net tuition revenue. Provide financial analysis and support to the university's leadership, and serve as a key advisor on financial issues and decisions that impact the institution. Serve as liaison to the Finance and Investment Committee, Audit Committee, of the Board of Directors. Develop the finance and accounting team by determining key roles, recruiting and retaining top talent, and equipping the team with the resources to perform their jobs. Develop, implement, and maintain financial policies and procedures to ensure the financial stability of the university. Ensure that financial internal controls are in place for the university. Oversee management of the university's financial systems, including the general ledger. Oversee the preparation of financial statements and reports, including monthly, quarterly, and annual financial statements. Manage the university's budgeting process, including coordination with division leaders to ensure alignment with central budget planning. Manage the university's cash flow and investments, including compliance with investment policies and strategies. Provide overall monitoring of the Investment Advisors ensuring conformity with the contract terms. Oversee any short- or long-term borrowings. Ensure compliance with all relevant laws and regulations and required reporting, including tax laws, accounting standards, financial reporting requirements Oversee preparation for external financial, governmental, and other audits conducted on an annual or periodic basis. Address findings and implement necessary changes. Coordinate with the chief operating officer in managing the university's real estate asset portfolio. Coordinate with the Chief Operating Officer on financial planning for capital projects, maintenance, and renewal of the university's facilities. Oversee the university's risk management and compliance efforts, ensuring adherence to regulatory requirements and internal policies, monitoring of key risk indicators, and implementation of mitigation plans Participate in professional development to maintain current knowledge and skills in all areas of responsibility. Supervise the Compliance Officer and Controller (with a dotted line to Accountants, Associate Director of Student Aid, and Bursar) by providing mentorship, managing performance, and fostering a collaborative work environment. Minimum Qualifications Bachelor's degree in finance, accounting, or a related field. 10+ years of experience in financial management, preferably in a higher education setting. 5+ years of experience in a senior management or executive role. Technical fluency with Microsoft Office Professional Suite, and Google mail and calendaring programs. Preferred Qualifications Master's degree in finance, accounting, or related field. CPA or CMA certification Experience in a senior financial management role in a higher education setting Experience with departmental development Experience with Salesforce and/or Sage Intacct. Knowledge, Skills & Abilities Knowledge of non-profit higher education finance including working familiarity with FASB and GAAP accounting standards, non-profit fiduciary duties, and student revenues including tuition discounting and federal Title IV financial aid. Skill in leadership, change management, and collaborative problem solving. Skill in strategic financial planning, analysis, and modeling skils in complex analytical thinking. Knowledge of relevant regulations and compliance issues, which is crucial for maintaining corporate governance. Excellent communication skills, including the ability to communicate technical financial concepts and information to general audiences. Knowledge of financial management software and systems. Skill in developing financial policies and procedures that are clear, user-friendly, and promote a strong control environment. Ability to adopt an entrepreneurial mindset and assume responsibility for contributing to SFBU's growth. Cultural competence and ability to work effectively with diverse constituencies in a diverse community. Salary: $240,000 - $280,000, depending on experience. Application Materials: Current CV/resume. Letter of interest that attends to the responsibilities noted in the position profile and describes your leadership approach, and commitment to diversity, equity, inclusion, and social justice. Applications submitted by November 10, 2024, will be given priority consideration This position description is not intended to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice. SFBU is an Equal Opportunity / Affirmative Action Employer: SFBU is committed to providing equal employment opportunities for all employees and applicants for employment. SFBU does not discriminate in employment opportunities or practices based on race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation or any other characteristic protected by law. To apply, please visit: Copyright 2024 Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-6f3929e71a17c145b3e2cc3ce
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and single-family real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense number of transactions throughout the life of a mortgage loan. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Multifamily Accounting and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKEAn Accounting -- Senior Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Partner in assessing operational impacts of key business activities that underly accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Design and execute accounting and financial operations processes and related controls. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years* Advanced proficiency in Excel required Desired Experience* Bachelor's degree or equivalent * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * 4 years of experience in public accounting, consulting and/or financial services preferred* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Ability to identify opportunities to streamline and automate * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Requisition ID: REF9741N The future is what you make it to be. Discover compelling opportunities at Fanniemae. com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and single-family real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense number of transactions throughout the life of a mortgage loan. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Multifamily Accounting and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKEAn Accounting -- Senior Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Partner in assessing operational impacts of key business activities that underly accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Design and execute accounting and financial operations processes and related controls. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years* Advanced proficiency in Excel required Desired Experience* Bachelor's degree or equivalent * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * 4 years of experience in public accounting, consulting and/or financial services preferred* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Ability to identify opportunities to streamline and automate * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Requisition ID: REF9741N The future is what you make it to be. Discover compelling opportunities at Fanniemae. com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
POSITION SUMMARY: The Controller is part of a team of finance professionals responsible for the daily operations of Cleveland Development Advisors (CDA) in the management of its portfolio of real estate investment funds, as well as oversee the daily compliance and reporting to the Department of the Treasury Community Development Financial Institutions (CDFI) Fund as it relates to New Market Tax Credit (NMTC) Program and CDFI Program. This position is responsible for a variety of accounting and finance reporting tasks which require a solid understanding of loans, fund accounting, real estate accounting, non-profit accounting and NMTC industry. ESSENTIAL FUNCTIONS: Responsible for the daily oversight of the budget and financial management function of CDA and its investment funds, including: Manage the GCP Accounting services contract and staff and review monthly accounting statements and management reports Review loan receivable reconciliation and payment reports and invoices Assist in preparation of annual Budget for CDA Funds and monitor operations against the budget Prepare loan proceed advances and other wires Primary liaison with outside accounting firms to ensure timely completion of CDA investment funds audits, tax returns, agreed upon procedures to meet investor, IRS and CDFI Fund deadlines Work with CDA loan portfolio staff on the semi-annual risk ratings and loan loss review to analyze impact on the financial statements and prepare necessary financial statement schedules Lead and oversee annual compliance reporting to Community Investment Impact System (CIIS) required for both NMTC Program and CDFI Program required by the CDFI Fund. Work closely with CDA asset management and loan closing team to ensure proper documentation is maintained in file Responsible for NMTC fund borrower and investor relations and serve as the primary daily contact during compliance period and ensure all required investor reporting requirements are met. Oversee daily grant management reporting and tracking. Prepare, submit and/or present necessary accounting, budget and grant materials presented to CDA Board of Directors and Audit, Finance and Compliance Committee. Assist in the preparation of CDA funds financial forecasts Assist with special projects, as needed such as special board presentations, impact projects Build, cultivate and maintain positive working relationships with project sponsors, borrowers, investors, co-lenders, consultants, and community professionals to support and advance CDA's mission Other job-related functions as assigned. PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Undergraduate degree emphasizing accounting, finance or business related field with relevant experience required. Graduate degree and/or CPA certification a plus. 7-10 years of relevant experience Strong working knowledge of Generally Accepted Accounting Principles, taxes, and internal controls. Ability to adapt approach, strategy and tactics rapidly in response to changing information and program needs Ability to analyze and improve processes and procedures. Ability to make suggestions for problems or concerns. Excellent written and verbal communication skills. Strong interpersonal communication skills (diplomacy, tact, eg) Strong facility with computer programs essential to business communication (particularly Word, PowerPoint, Excel and other Microsoft Office programs; and loan program software
11/05/2021
Full time
POSITION SUMMARY: The Controller is part of a team of finance professionals responsible for the daily operations of Cleveland Development Advisors (CDA) in the management of its portfolio of real estate investment funds, as well as oversee the daily compliance and reporting to the Department of the Treasury Community Development Financial Institutions (CDFI) Fund as it relates to New Market Tax Credit (NMTC) Program and CDFI Program. This position is responsible for a variety of accounting and finance reporting tasks which require a solid understanding of loans, fund accounting, real estate accounting, non-profit accounting and NMTC industry. ESSENTIAL FUNCTIONS: Responsible for the daily oversight of the budget and financial management function of CDA and its investment funds, including: Manage the GCP Accounting services contract and staff and review monthly accounting statements and management reports Review loan receivable reconciliation and payment reports and invoices Assist in preparation of annual Budget for CDA Funds and monitor operations against the budget Prepare loan proceed advances and other wires Primary liaison with outside accounting firms to ensure timely completion of CDA investment funds audits, tax returns, agreed upon procedures to meet investor, IRS and CDFI Fund deadlines Work with CDA loan portfolio staff on the semi-annual risk ratings and loan loss review to analyze impact on the financial statements and prepare necessary financial statement schedules Lead and oversee annual compliance reporting to Community Investment Impact System (CIIS) required for both NMTC Program and CDFI Program required by the CDFI Fund. Work closely with CDA asset management and loan closing team to ensure proper documentation is maintained in file Responsible for NMTC fund borrower and investor relations and serve as the primary daily contact during compliance period and ensure all required investor reporting requirements are met. Oversee daily grant management reporting and tracking. Prepare, submit and/or present necessary accounting, budget and grant materials presented to CDA Board of Directors and Audit, Finance and Compliance Committee. Assist in the preparation of CDA funds financial forecasts Assist with special projects, as needed such as special board presentations, impact projects Build, cultivate and maintain positive working relationships with project sponsors, borrowers, investors, co-lenders, consultants, and community professionals to support and advance CDA's mission Other job-related functions as assigned. PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Undergraduate degree emphasizing accounting, finance or business related field with relevant experience required. Graduate degree and/or CPA certification a plus. 7-10 years of relevant experience Strong working knowledge of Generally Accepted Accounting Principles, taxes, and internal controls. Ability to adapt approach, strategy and tactics rapidly in response to changing information and program needs Ability to analyze and improve processes and procedures. Ability to make suggestions for problems or concerns. Excellent written and verbal communication skills. Strong interpersonal communication skills (diplomacy, tact, eg) Strong facility with computer programs essential to business communication (particularly Word, PowerPoint, Excel and other Microsoft Office programs; and loan program software
Overview: Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion. Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Responsibilities: It's an exciting time to join Baker Tilly! We are looking for a Property Accountant to join our Client Accounting Services (CAS) - Real Estate Advisory Practice. The Client Accounting Services Team at Baker Tilly (BT) is comprised of dedicated, client-focused professionals. Our employees thrive in a challenging, supportive environment, taking on a high level of responsibilities as a Valued Business Advisers to our clients. Performance is rewarded and there are many professional opportunities to grow within the team. In this role, you will work closely with Partners and Managers servicing existing clients to deliver client deliverables and advisory services such as: Help lead best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, timely, professional, and accurate Provide accounting services pertaining to general accounting and financial reporting. This includes tasks such as ensuring the accuracy of account balances, performing account reconciliations, preparing journal entries and financial statements Identify accounting, financial statement, and reporting issues, based on professional guidelines Review staff work on client deliverables for completeness and timeliness, as well as ensuring appropriate corrections are made prior to sending to Controller for final review Work with Controller to act as a business advisor to clients by providing valuable insights, monitoring key benchmarks, and offering advice on future planning Assist with managing and building client relationships by acting as liaison to address and resolve client issues, communicating effectively with the client to provide superior client service, and assisting Controller and/or Relationship Manager (RM) in researching and providing additional advisory services to client Assist with the supervision and development of team members as appropriate, to include providing regular and timely review and feedback on staff work Assist with planning and directing projects by communicating interactively and proactively with engagement team members and delegating work as appropriate Qualifications: Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted Two (2) plus years of progressively responsible experience in professional accounting functions Experience in real estate property accounting Experience using Yardi Voyager and/or MRI Strong knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records CPA preferred, but not required Solid understanding of Generally Accepted Accounting Principles (GAAP) Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook Ability to provide exceptional client service with a high professional demeanor and ability to handle matters confidentially Ability to work in a cross-functional, rapidly changing, deadline driven environment serving multiple clients Strong written and verbal communication skills; able to effectively communicate with all levels including clients, team members and team leadership Strong attention to detail and focus on accuracy Excellent organization and time management skills
10/29/2021
Full time
Overview: Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion. Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Responsibilities: It's an exciting time to join Baker Tilly! We are looking for a Property Accountant to join our Client Accounting Services (CAS) - Real Estate Advisory Practice. The Client Accounting Services Team at Baker Tilly (BT) is comprised of dedicated, client-focused professionals. Our employees thrive in a challenging, supportive environment, taking on a high level of responsibilities as a Valued Business Advisers to our clients. Performance is rewarded and there are many professional opportunities to grow within the team. In this role, you will work closely with Partners and Managers servicing existing clients to deliver client deliverables and advisory services such as: Help lead best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, timely, professional, and accurate Provide accounting services pertaining to general accounting and financial reporting. This includes tasks such as ensuring the accuracy of account balances, performing account reconciliations, preparing journal entries and financial statements Identify accounting, financial statement, and reporting issues, based on professional guidelines Review staff work on client deliverables for completeness and timeliness, as well as ensuring appropriate corrections are made prior to sending to Controller for final review Work with Controller to act as a business advisor to clients by providing valuable insights, monitoring key benchmarks, and offering advice on future planning Assist with managing and building client relationships by acting as liaison to address and resolve client issues, communicating effectively with the client to provide superior client service, and assisting Controller and/or Relationship Manager (RM) in researching and providing additional advisory services to client Assist with the supervision and development of team members as appropriate, to include providing regular and timely review and feedback on staff work Assist with planning and directing projects by communicating interactively and proactively with engagement team members and delegating work as appropriate Qualifications: Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted Two (2) plus years of progressively responsible experience in professional accounting functions Experience in real estate property accounting Experience using Yardi Voyager and/or MRI Strong knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records CPA preferred, but not required Solid understanding of Generally Accepted Accounting Principles (GAAP) Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook Ability to provide exceptional client service with a high professional demeanor and ability to handle matters confidentially Ability to work in a cross-functional, rapidly changing, deadline driven environment serving multiple clients Strong written and verbal communication skills; able to effectively communicate with all levels including clients, team members and team leadership Strong attention to detail and focus on accuracy Excellent organization and time management skills
Now Hiring! Full-time Perm Open Positions in Accounting / Finance / Tax / Audit ***$45,000 to $100,000, some with bonus, ESOP and other perks*** Take the 1st Step! to a better career path, work/life balance, increased earnings, secure retirement, and simply overall job satisfaction. ***Immediate needs for these bulleted positions. Staff Accountant Cost Accountant Financial Analyst AP Senior Controller Accounting Manager Bookkeeper Tax Senior Senior Audit Entry Level Staff Accountant In addition, if you have a CPA, experience in manufacturing, real estate, or public accounting, I also have clients that have asked me to expedite anyone with experience in those areas. Please send me your resume or simply call me to discuss our open perm/full-time Accounting and Finance positions. I am available to speak with you from 7am to 7pm M-F Tim Burkhart, CPC Managing Director, Executive Recruiting
09/18/2021
Full time
Now Hiring! Full-time Perm Open Positions in Accounting / Finance / Tax / Audit ***$45,000 to $100,000, some with bonus, ESOP and other perks*** Take the 1st Step! to a better career path, work/life balance, increased earnings, secure retirement, and simply overall job satisfaction. ***Immediate needs for these bulleted positions. Staff Accountant Cost Accountant Financial Analyst AP Senior Controller Accounting Manager Bookkeeper Tax Senior Senior Audit Entry Level Staff Accountant In addition, if you have a CPA, experience in manufacturing, real estate, or public accounting, I also have clients that have asked me to expedite anyone with experience in those areas. Please send me your resume or simply call me to discuss our open perm/full-time Accounting and Finance positions. I am available to speak with you from 7am to 7pm M-F Tim Burkhart, CPC Managing Director, Executive Recruiting
District of Columbia Housing Finance Agency
Washington, Washington DC
This position analyzes and interprets transactions to prepare pertinent accounting entries to ensure multifamily bond issuances and resulting investment, cash holdings and loans to borrowers are accurately captured within the general ledger and ultimately within the Agency's financial statements. Communicate effectively with staff within the Multifamily Division as well as trustee banks to obtain information, as necessary. Provide support during the Agency's annual audit. Essential Duties and Responsibilities: · Demonstrate a thorough understanding of the flow of funds for multifamily bond, mortgage and investment transactions during closings, construction period and post-conversion to permanent financing. · Review, analyze, allocate and record monthly transactions utilizing data supplied by the trustees as well as by referencing bond and mortgage documents. · Verify and reconcile general ledger to bond, mortgage and draw schedules as well as escrow and cash/investment balances. · Map transactions using general ledger interface tables within Emphasys. Verify and correct any exceptions following daily trustee data import. · Monitor and reconcile clearing accounts for any unallocated transaction activity. · Ensure project expenses and revenues are properly allocated on a monthly basis. · Work with the controller to prepare year-end bond interest expense, mortgage interest income, investment interest income and other pertinent accrual entries to ensure the trial balance is audit-ready in a timely manner. · Maintain records of journal entries and respond to auditor inquiries relating to transaction sampling as necessary. · Work within defined period end closing timeframes. · Demonstrate a knowledge of cost accounting and reporting at the project and fund levels. · Monitor all activity within the general ledger to ensure compliance with GAAP and consistent accounting practices. · Close the accounting period and deliver monthly and quarterly reconciliations and reports accurately and in a timely manner per agreed upon accounting procedures · Prepare and review revenue and expense accrual entries and ensure bond administration (issuer fee) revenue billing to be generated from Finance to projects is completed. · Demonstrate a high level of proficiency with all financial systems. · Perform other duties as assigned Knowledge and Other Qualifications: · Bachelor's Degree in accounting or finance from an accredited university or equivalent experience; CPA, a plus · 5-7 years of experience working with bond transactions preferably in a high-volume environment, with a focus on housing finance, real estate, project or fund financial accounting preferred. · Strong data analysis skills required · Knowledge of full accounting process and GAAP and working with an internal-control driven environment · Excellent communication skills, both verbal and written · Ability to demonstrate strong record keeping and organizational skills · Ability to pay strong attention to detail · Must possess strong working knowledge of all aspects of Microsoft Office Suite, specifically Excel PI
09/18/2021
Full time
This position analyzes and interprets transactions to prepare pertinent accounting entries to ensure multifamily bond issuances and resulting investment, cash holdings and loans to borrowers are accurately captured within the general ledger and ultimately within the Agency's financial statements. Communicate effectively with staff within the Multifamily Division as well as trustee banks to obtain information, as necessary. Provide support during the Agency's annual audit. Essential Duties and Responsibilities: · Demonstrate a thorough understanding of the flow of funds for multifamily bond, mortgage and investment transactions during closings, construction period and post-conversion to permanent financing. · Review, analyze, allocate and record monthly transactions utilizing data supplied by the trustees as well as by referencing bond and mortgage documents. · Verify and reconcile general ledger to bond, mortgage and draw schedules as well as escrow and cash/investment balances. · Map transactions using general ledger interface tables within Emphasys. Verify and correct any exceptions following daily trustee data import. · Monitor and reconcile clearing accounts for any unallocated transaction activity. · Ensure project expenses and revenues are properly allocated on a monthly basis. · Work with the controller to prepare year-end bond interest expense, mortgage interest income, investment interest income and other pertinent accrual entries to ensure the trial balance is audit-ready in a timely manner. · Maintain records of journal entries and respond to auditor inquiries relating to transaction sampling as necessary. · Work within defined period end closing timeframes. · Demonstrate a knowledge of cost accounting and reporting at the project and fund levels. · Monitor all activity within the general ledger to ensure compliance with GAAP and consistent accounting practices. · Close the accounting period and deliver monthly and quarterly reconciliations and reports accurately and in a timely manner per agreed upon accounting procedures · Prepare and review revenue and expense accrual entries and ensure bond administration (issuer fee) revenue billing to be generated from Finance to projects is completed. · Demonstrate a high level of proficiency with all financial systems. · Perform other duties as assigned Knowledge and Other Qualifications: · Bachelor's Degree in accounting or finance from an accredited university or equivalent experience; CPA, a plus · 5-7 years of experience working with bond transactions preferably in a high-volume environment, with a focus on housing finance, real estate, project or fund financial accounting preferred. · Strong data analysis skills required · Knowledge of full accounting process and GAAP and working with an internal-control driven environment · Excellent communication skills, both verbal and written · Ability to demonstrate strong record keeping and organizational skills · Ability to pay strong attention to detail · Must possess strong working knowledge of all aspects of Microsoft Office Suite, specifically Excel PI
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. Summary The CFO will become apart of the firm's Executive level team, with full responsbility for all financial activities in a growing and reputable firm the Real Estate industry. Client Details Privately owned Real Estate firm with a strong reputation in the Philadelphia market Description Responsbility for financial analysis and forecasting of the firms future aquisitions and current projects Review of legal documents, consult to CEO and Vice President in terms of loan documents, construction contracts, leases, etc. with the firm's attornies Spearheading insurance for the business, including benefit plans Serving as internal counsel for the firm: review of loan documents, purchase and sale contracts, litigation support, and leases on current spaces Oversight of the tax prepration process, in terms of planning and working with firms external tax advisory firm Maintaining a high level of credibility with the firms already established investor base Profile Degree in Accounting 12-20 years of Progressive experience at the Controller/VP level Demonstrated understanding of Real Estate Job Offer Opportunity to take on full responsbility for a well capitalized and reputable firm in the area, while contributing to the firm's growth Job Requirements: 10-20years experience in a VP/Controller level role or Partner/Management level in Big4 or Regional Public, ideally within Real Estate
09/17/2021
Full time
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. Summary The CFO will become apart of the firm's Executive level team, with full responsbility for all financial activities in a growing and reputable firm the Real Estate industry. Client Details Privately owned Real Estate firm with a strong reputation in the Philadelphia market Description Responsbility for financial analysis and forecasting of the firms future aquisitions and current projects Review of legal documents, consult to CEO and Vice President in terms of loan documents, construction contracts, leases, etc. with the firm's attornies Spearheading insurance for the business, including benefit plans Serving as internal counsel for the firm: review of loan documents, purchase and sale contracts, litigation support, and leases on current spaces Oversight of the tax prepration process, in terms of planning and working with firms external tax advisory firm Maintaining a high level of credibility with the firms already established investor base Profile Degree in Accounting 12-20 years of Progressive experience at the Controller/VP level Demonstrated understanding of Real Estate Job Offer Opportunity to take on full responsbility for a well capitalized and reputable firm in the area, while contributing to the firm's growth Job Requirements: 10-20years experience in a VP/Controller level role or Partner/Management level in Big4 or Regional Public, ideally within Real Estate
Whitestone REIT is a New York Stock Exchange ("NYSE") listed real estate investment trust ("REIT") that owns, operates, and redevelops Community Centered Properties TM . Whitestone's focus is directed towards value creation in its community centers (primary retail) by concentrating on local service-oriented tenants that comprise of approximately 70% of its tenants. Founded in 1998, the Company is internally managed with a portfolio of more than 65 commercial properties in Texas, Arizona, and Illinois, with 80 employees. Whitestone REIT is looking for a Property Accountant to work in the Scottsdale, Arizona office. The Property Accountant will report to Assistant Controller. Whitestone has had exceptional growth since being listed as a public company, almost tripling its asset base. The culture is performance based with an entrepreneurial leadership team. Each and every employee is incentivized with ownership and has either stock units and/or shares, along with a competitive salary and a comprehensive benefits package. Job Function: Perform accounting duties and prepare financial reports; Reconcile portfolios; Work with Property Management to insure that all reporting deadlines are met (e.g., monthly operating reports, annual budgets, escalation settlements, etc.); Insure that all policies and procedures are consistently and accurately followed. Primary Responsibilities: Review and post tenant billings, and adjust to information received from the property manager. Enter new and amended leases from lease abstracts into the accounting system. Ensure that the information entered agrees with the lease and the appropriate financial sections of the lease document. Review of job costs and maintenance of fixed asset ledgers. Review the monthly posting of the Rent Roll; Ensure that changes from the prior month Rent Roll are reasonable (e.g., current month move-ins or move-outs, rent steps, etc.); Review or prepare all supporting schedules; Ensure sub-ledgers and supporting schedules tie to the General Ledger; Review the General Ledger for any adjusting entries or accruals, and make all necessary journal entries. Review financial statements and all monthly reports, and tie all supporting schedules to the financial statements. Understand the budget reporting requirements and assist property management in the preparation of the annual budget. Prepare for annual CAM reconciliations. Qualifications: Bachelor's degree in Accounting 3+ years of commercial real estate experience Proficiency in YARDI required; Proficiency in Microsoft required
08/30/2021
Full time
Whitestone REIT is a New York Stock Exchange ("NYSE") listed real estate investment trust ("REIT") that owns, operates, and redevelops Community Centered Properties TM . Whitestone's focus is directed towards value creation in its community centers (primary retail) by concentrating on local service-oriented tenants that comprise of approximately 70% of its tenants. Founded in 1998, the Company is internally managed with a portfolio of more than 65 commercial properties in Texas, Arizona, and Illinois, with 80 employees. Whitestone REIT is looking for a Property Accountant to work in the Scottsdale, Arizona office. The Property Accountant will report to Assistant Controller. Whitestone has had exceptional growth since being listed as a public company, almost tripling its asset base. The culture is performance based with an entrepreneurial leadership team. Each and every employee is incentivized with ownership and has either stock units and/or shares, along with a competitive salary and a comprehensive benefits package. Job Function: Perform accounting duties and prepare financial reports; Reconcile portfolios; Work with Property Management to insure that all reporting deadlines are met (e.g., monthly operating reports, annual budgets, escalation settlements, etc.); Insure that all policies and procedures are consistently and accurately followed. Primary Responsibilities: Review and post tenant billings, and adjust to information received from the property manager. Enter new and amended leases from lease abstracts into the accounting system. Ensure that the information entered agrees with the lease and the appropriate financial sections of the lease document. Review of job costs and maintenance of fixed asset ledgers. Review the monthly posting of the Rent Roll; Ensure that changes from the prior month Rent Roll are reasonable (e.g., current month move-ins or move-outs, rent steps, etc.); Review or prepare all supporting schedules; Ensure sub-ledgers and supporting schedules tie to the General Ledger; Review the General Ledger for any adjusting entries or accruals, and make all necessary journal entries. Review financial statements and all monthly reports, and tie all supporting schedules to the financial statements. Understand the budget reporting requirements and assist property management in the preparation of the annual budget. Prepare for annual CAM reconciliations. Qualifications: Bachelor's degree in Accounting 3+ years of commercial real estate experience Proficiency in YARDI required; Proficiency in Microsoft required
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION This is a unique and exciting opportunity to join a recently formed private equity-focused fund operations team dedicated to Wellington's expanding private equity business. InvesTech Fund Control & Operations - Private Funds ("FC&O) plays an essential role in Wellington's private funds business and is responsible for fund operations encompassing fund accounting, treasury, and financial reporting. Wellington has several private equity and co-investment funds with over $4.5 billion in PE assets and growing. The business is planning for new vintages of its flagship funds focused in late-stage investing and is looking ahead to expansion into new strategies and other private asset classes. The Fund Controller will oversee several functions for Wellington's Private Equity Funds, playing a key role in fund NAV oversight and annual audits, the monitoring of capital calls and distributions, and assisting with investor requests. This role requires frequent collaboration with other Wellington teams and external service providers (e.g., Fund Administrators, Auditors, Investor Relations). The Fund Controller will report to the team's Associate Director. RESPONSIBILITIES Oversee the quarterly NAV and financial statement process for assigned funds, reviewing work prepared by our third-party administrator, including: Complex private portfolio company transactions and application of manager-provided prices Waterfall and carried interest calculations Differing management fee arrangements Gross and net IRR calculations Ensuring accounting and presentation is consistent with U.S. GAAP and Limited Partnership Agreements Assist with the funds' day-to-day operations, including: Planning and coordination capitals calls and distributions, managing end-to-end process and reviewing calculations and notices produced by our third-party administrator Payment of fund fees and expenses Coordination of deal funding Oversee annual audit process for assigned funds, coordinating with fund administrator and auditors Contribute industry and operational knowledge to product development and new fund launches Help to enhance and expand the internal accounting and finance policies and procedures to ensure best practices are always being followed Assist Business, Investor Relations, and Compliance teams, among others, providing information and data to respond to queries and performing ad hoc analyses based on the funds' or investors' activity Develop and manage relationships with Wellington's centralized teams and external service providers Lead and support projects, both large and small, associated with the funds, Wellington's operational and systems infrastructure and service providers Perform peer review of other team members and oversight of junior team members QUALIFICATIONS College undergraduate degree, preferably in accounting, finance, or business 5-7+ years' experience from a public accounting firm, alternative investment firm, or fund administrator 2-3+ years' experience with private equity fund accounting and operations Experience in other private asset classes (credit, real estate, infrastructure) is strongly favored though not required Knowledge of closed-end fund structures (closes, capital calls, distributions), PE fee structures (management fees, carried interest), and private portfolio company investment transactions and valuation approaches Advanced Excel and Access skills, or a desire to develop them A client service mindset and strong communication skills Completion or progress towards a CPA, CFA, or MBA is a plus OTHER ATTRIBUTES: Motivated work ethic and ambition to expand one's knowledge, impact, and role A proactive nature in developing and improving processes, identifying opportunities for efficiency and or risk reduction Desire and ability to work in a fast-paced, team-oriented environment, performing multiple tasks and balancing competing priorities Natural curiosity and ability to problem-solve, including researching technical accounting topics Acute attention to detail and organizational skills SKILLS JOB TITLE PRIVATE EQUITY - INVESTECH FUND CONTROL & OPERATIONS FUND CONTROLLER LOCATION 280 Congress As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
01/31/2021
Full time
WELLINGTON MANAGEMENT Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. POSITION This is a unique and exciting opportunity to join a recently formed private equity-focused fund operations team dedicated to Wellington's expanding private equity business. InvesTech Fund Control & Operations - Private Funds ("FC&O) plays an essential role in Wellington's private funds business and is responsible for fund operations encompassing fund accounting, treasury, and financial reporting. Wellington has several private equity and co-investment funds with over $4.5 billion in PE assets and growing. The business is planning for new vintages of its flagship funds focused in late-stage investing and is looking ahead to expansion into new strategies and other private asset classes. The Fund Controller will oversee several functions for Wellington's Private Equity Funds, playing a key role in fund NAV oversight and annual audits, the monitoring of capital calls and distributions, and assisting with investor requests. This role requires frequent collaboration with other Wellington teams and external service providers (e.g., Fund Administrators, Auditors, Investor Relations). The Fund Controller will report to the team's Associate Director. RESPONSIBILITIES Oversee the quarterly NAV and financial statement process for assigned funds, reviewing work prepared by our third-party administrator, including: Complex private portfolio company transactions and application of manager-provided prices Waterfall and carried interest calculations Differing management fee arrangements Gross and net IRR calculations Ensuring accounting and presentation is consistent with U.S. GAAP and Limited Partnership Agreements Assist with the funds' day-to-day operations, including: Planning and coordination capitals calls and distributions, managing end-to-end process and reviewing calculations and notices produced by our third-party administrator Payment of fund fees and expenses Coordination of deal funding Oversee annual audit process for assigned funds, coordinating with fund administrator and auditors Contribute industry and operational knowledge to product development and new fund launches Help to enhance and expand the internal accounting and finance policies and procedures to ensure best practices are always being followed Assist Business, Investor Relations, and Compliance teams, among others, providing information and data to respond to queries and performing ad hoc analyses based on the funds' or investors' activity Develop and manage relationships with Wellington's centralized teams and external service providers Lead and support projects, both large and small, associated with the funds, Wellington's operational and systems infrastructure and service providers Perform peer review of other team members and oversight of junior team members QUALIFICATIONS College undergraduate degree, preferably in accounting, finance, or business 5-7+ years' experience from a public accounting firm, alternative investment firm, or fund administrator 2-3+ years' experience with private equity fund accounting and operations Experience in other private asset classes (credit, real estate, infrastructure) is strongly favored though not required Knowledge of closed-end fund structures (closes, capital calls, distributions), PE fee structures (management fees, carried interest), and private portfolio company investment transactions and valuation approaches Advanced Excel and Access skills, or a desire to develop them A client service mindset and strong communication skills Completion or progress towards a CPA, CFA, or MBA is a plus OTHER ATTRIBUTES: Motivated work ethic and ambition to expand one's knowledge, impact, and role A proactive nature in developing and improving processes, identifying opportunities for efficiency and or risk reduction Desire and ability to work in a fast-paced, team-oriented environment, performing multiple tasks and balancing competing priorities Natural curiosity and ability to problem-solve, including researching technical accounting topics Acute attention to detail and organizational skills SKILLS JOB TITLE PRIVATE EQUITY - INVESTECH FUND CONTROL & OPERATIONS FUND CONTROLLER LOCATION 280 Congress As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
Description About this role About this role: The Financial Planning & Analysis (FP&A) organization plays a meaningful role as trusted business partners to businesses, supporting all analysis, reporting, and business planning needs. We produce budgets, forecasts; create and analyze business metrics and identify cost savings opportunities; deliver economic insight into the relationships between costs and revenues to improve the financial success of the business going forward. We are seeking a Vice President to join the Technology & Operations FP&A team in Atlanta. The successful candidate will specifically support Business Operations, a component of the Technology & Operations department, leading a team of two. This person will be looked at to build solid strategic relationships with business partners, and to become the go-to partner for financial and business performance knowledge, and executive-level narrative. This person should know how to balance detailed analysis with high level strategic presentation as well being a problem solver, who is innovative and can successfully get results within a matrixed global organization. Key Responsibilities: * Lead all FP&A activities for Business Operations with a team of 2 * Lead monthly forecasting, reporting, variance analysis, etc. * Run the annual planning process; actively update the budget based on changing market conditions * Create a cohesive story around results and present data in a simple and clear manner. Communicate results to senior management * Develop a thoughtful, strategic partnership with senior business leaders, updating on risks and opportunities * Drive operational improvements for monthly forecasts and reporting. Be a change agent * Continuously look for ways to enhance reporting with forward-looking and insightful information * Role requires significant interaction at all levels of the organization and across multiple functions and businesses * Key business partners include the business heads and management teams for the Business Operations businesses * Role requires significant interaction with Finance, including Controllers and Sourcing & Vendor Management and Human Resources colleagues across BlackRock globally Skills & Qualifications: * Experience budgeting, forecasting, and reporting. Ability to develop a deep understanding of the business and its key drivers * Ability to deliver in fast paced environment and meet multiple demands * Able to work effectively at all levels of a highly matrixed organization and forge positive relationships with team members, managers, and senior executives * Validated experience as a successful finance business partner * Prior experience leading teams is required * Understanding of accounting principles and guidelines; experience leading technology and/or real estate expense a plus * Strong technical financial skills, intuition for business and an ability to think quickly within a multifaceted environment * Advanced Excel, PowerPoint and analytical tool skills. Proficiency with Essbase/Hyperion or TM1 Cognos a plus * Excellent verbal and written communication and presentation skills Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
01/30/2021
Full time
Description About this role About this role: The Financial Planning & Analysis (FP&A) organization plays a meaningful role as trusted business partners to businesses, supporting all analysis, reporting, and business planning needs. We produce budgets, forecasts; create and analyze business metrics and identify cost savings opportunities; deliver economic insight into the relationships between costs and revenues to improve the financial success of the business going forward. We are seeking a Vice President to join the Technology & Operations FP&A team in Atlanta. The successful candidate will specifically support Business Operations, a component of the Technology & Operations department, leading a team of two. This person will be looked at to build solid strategic relationships with business partners, and to become the go-to partner for financial and business performance knowledge, and executive-level narrative. This person should know how to balance detailed analysis with high level strategic presentation as well being a problem solver, who is innovative and can successfully get results within a matrixed global organization. Key Responsibilities: * Lead all FP&A activities for Business Operations with a team of 2 * Lead monthly forecasting, reporting, variance analysis, etc. * Run the annual planning process; actively update the budget based on changing market conditions * Create a cohesive story around results and present data in a simple and clear manner. Communicate results to senior management * Develop a thoughtful, strategic partnership with senior business leaders, updating on risks and opportunities * Drive operational improvements for monthly forecasts and reporting. Be a change agent * Continuously look for ways to enhance reporting with forward-looking and insightful information * Role requires significant interaction at all levels of the organization and across multiple functions and businesses * Key business partners include the business heads and management teams for the Business Operations businesses * Role requires significant interaction with Finance, including Controllers and Sourcing & Vendor Management and Human Resources colleagues across BlackRock globally Skills & Qualifications: * Experience budgeting, forecasting, and reporting. Ability to develop a deep understanding of the business and its key drivers * Ability to deliver in fast paced environment and meet multiple demands * Able to work effectively at all levels of a highly matrixed organization and forge positive relationships with team members, managers, and senior executives * Validated experience as a successful finance business partner * Prior experience leading teams is required * Understanding of accounting principles and guidelines; experience leading technology and/or real estate expense a plus * Strong technical financial skills, intuition for business and an ability to think quickly within a multifaceted environment * Advanced Excel, PowerPoint and analytical tool skills. Proficiency with Essbase/Hyperion or TM1 Cognos a plus * Excellent verbal and written communication and presentation skills Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Description Job Description: The Leidos NISC III team is seeking a Real Estate Project Analyst to join the National Airspace System Integration Support Contract (NISC IV) team. Provides expertise to conduct research, evaluations, and studies; present recommendations/solutions related to short and long-term program planning requirements. Classifies and summarizes data for the preparation and submission of reports on a recurring basis. Provides planning, scheduling, networking and coordination assistance among all regional and headquarters' organizations; involving NAS implementation and integration efforts and related monitoring/tracking programs. Provides assistance and recommendations to FAA managers and staff who directly affect the conduct and attainment of agency goals. Primary Responsibilities Provide project management assistance, working collaboratively with multiple stakeholders on issue identification and resolution, and developing and updating briefing materials for stakeholders in the technical space, land, housing, and out-grant portfolios. Provide support to the FAA Program Manager at FAA Headquarters, as well as the Technical Leads in Western, Central, and Eastern Service Areas. Conduct/manage interactions with real estate stakeholders to develop, oversee, and/or execute complex realty projects, monitor project performance to develop and propose recommendations to address challenges, document best practices for the team and produce accurate and well organized deliverables on schedule. Basic Qualifications: Ability to obtain Public Trust Clearance. BS/BA Degree in Real Estate, Project Management or related field and 6 years of related work experience or Masters' Degree and 4 years of related experience in: Management of client relationships, including communications, meeting management, training and facilitation of vision development. Development creative approaches to manage realty projects and provide analytical, technical, consultative, and/or strategic business support to FAA customers during project planning and throughout the lease acquisition and space delivery process ensuring that lease projects comply with all applicable policy and regulatory requirements. Knowledge of a wide range of real estate principles, concepts and practices as well as a good understanding of the real estate market to interpret and adapt processes and procedures to meet unique real estate goals and objectives. Ability to effectively communicate both verbally and in writing. Preferred Qualifications: FAA or other government agency project management experience. PMP Certification Knowledge of associated real estate and project management software applications i.e., CoStar, Boma EER, Microsoft Project, Visio. Knowledge of FAA's tools and systems i.e., REMS, Delphi, Prism, RPFMT Leidos is a Fortune 500™ company aimed at embracing and solving some of the world's most pressing challenges. Through science and technology, Leidos makes the world safer, healthier and more efficient. The NISC III program within the Civil Group at Leidos offers an array of exciting career opportunities for professionals in the fields of engineering (fire protection, civil, power, electrical, structural, spectrum, environmental, construction) computer and database developers, project management professionals, instructional/training developers, air traffic controllers, aeronautical information specialists, terminal instruments procedures (TERPS), financial analysts, intelligence analysts, logistics analysts, and HR specialists as well as many other disciplines Leidos is growing! Connect with us on LinkedIn and Facebook . We value and support the well-being and mobility of our employees with competitive benefit packages, complementary e-learning training, work-life flexibility, an exciting External Referral Program , and a diverse, inclusive and ethical work place. In fact, in 2020, Leidos was ranked as one of the " World's Most Ethical Companies " by the Ethisphere Institute for the third consecutive year. External Referral Bonus: Ineligible Potential for Telework: Yes, 10% Clearance Level Required: None Travel: No Scheduled Weekly Hours: 20 Shift: Day Requisition Category: Professional Job Family: Project Analysis Pay Range: Leidos is a Fortune 500 ® information technology, engineering, and science solutions and services leader working to solve the world's toughest challenges in the defense, intelligence, homeland security, civil, and health markets. The company's 38,000 employees support vital missions for government and commercial customers. Headquartered in Reston, Va., Leidos reported annual revenues of approximately $11.09 billion for the fiscal year ended January 3, 2020. For more information, visit . Pay and benefits are fundamental to any career decision. That's why we craft compensation packages that reflect the importance of the work we do for our customers. Employment benefits include competitive compensation, Health and Wellness programs, Income Protection, Paid Leave and Retirement. More details are available here . Leidos will never ask you to provide payment-related information at any part of the employment application process. And Leidos will communicate with you only through emails that are sent from a Leidos.com email address. If you receive an email purporting to be from Leidos that asks for payment-related information or any other personal information, please report the email to . All qualified applicants will receive consideration for employment without regard to sex, race, ethnicity, age, national origin, citizenship, religion, physical or mental disability, medical condition, genetic information, pregnancy, family structure, marital status, ancestry, domestic partner status, sexual orientation, gender identity or expression, veteran or military status, or any other basis prohibited by law. Leidos will also consider for employment qualified applicants with criminal histories consistent with relevant laws.
01/25/2021
Full time
Description Job Description: The Leidos NISC III team is seeking a Real Estate Project Analyst to join the National Airspace System Integration Support Contract (NISC IV) team. Provides expertise to conduct research, evaluations, and studies; present recommendations/solutions related to short and long-term program planning requirements. Classifies and summarizes data for the preparation and submission of reports on a recurring basis. Provides planning, scheduling, networking and coordination assistance among all regional and headquarters' organizations; involving NAS implementation and integration efforts and related monitoring/tracking programs. Provides assistance and recommendations to FAA managers and staff who directly affect the conduct and attainment of agency goals. Primary Responsibilities Provide project management assistance, working collaboratively with multiple stakeholders on issue identification and resolution, and developing and updating briefing materials for stakeholders in the technical space, land, housing, and out-grant portfolios. Provide support to the FAA Program Manager at FAA Headquarters, as well as the Technical Leads in Western, Central, and Eastern Service Areas. Conduct/manage interactions with real estate stakeholders to develop, oversee, and/or execute complex realty projects, monitor project performance to develop and propose recommendations to address challenges, document best practices for the team and produce accurate and well organized deliverables on schedule. Basic Qualifications: Ability to obtain Public Trust Clearance. BS/BA Degree in Real Estate, Project Management or related field and 6 years of related work experience or Masters' Degree and 4 years of related experience in: Management of client relationships, including communications, meeting management, training and facilitation of vision development. Development creative approaches to manage realty projects and provide analytical, technical, consultative, and/or strategic business support to FAA customers during project planning and throughout the lease acquisition and space delivery process ensuring that lease projects comply with all applicable policy and regulatory requirements. Knowledge of a wide range of real estate principles, concepts and practices as well as a good understanding of the real estate market to interpret and adapt processes and procedures to meet unique real estate goals and objectives. Ability to effectively communicate both verbally and in writing. Preferred Qualifications: FAA or other government agency project management experience. PMP Certification Knowledge of associated real estate and project management software applications i.e., CoStar, Boma EER, Microsoft Project, Visio. Knowledge of FAA's tools and systems i.e., REMS, Delphi, Prism, RPFMT Leidos is a Fortune 500™ company aimed at embracing and solving some of the world's most pressing challenges. Through science and technology, Leidos makes the world safer, healthier and more efficient. The NISC III program within the Civil Group at Leidos offers an array of exciting career opportunities for professionals in the fields of engineering (fire protection, civil, power, electrical, structural, spectrum, environmental, construction) computer and database developers, project management professionals, instructional/training developers, air traffic controllers, aeronautical information specialists, terminal instruments procedures (TERPS), financial analysts, intelligence analysts, logistics analysts, and HR specialists as well as many other disciplines Leidos is growing! Connect with us on LinkedIn and Facebook . We value and support the well-being and mobility of our employees with competitive benefit packages, complementary e-learning training, work-life flexibility, an exciting External Referral Program , and a diverse, inclusive and ethical work place. In fact, in 2020, Leidos was ranked as one of the " World's Most Ethical Companies " by the Ethisphere Institute for the third consecutive year. External Referral Bonus: Ineligible Potential for Telework: Yes, 10% Clearance Level Required: None Travel: No Scheduled Weekly Hours: 20 Shift: Day Requisition Category: Professional Job Family: Project Analysis Pay Range: Leidos is a Fortune 500 ® information technology, engineering, and science solutions and services leader working to solve the world's toughest challenges in the defense, intelligence, homeland security, civil, and health markets. The company's 38,000 employees support vital missions for government and commercial customers. Headquartered in Reston, Va., Leidos reported annual revenues of approximately $11.09 billion for the fiscal year ended January 3, 2020. For more information, visit . Pay and benefits are fundamental to any career decision. That's why we craft compensation packages that reflect the importance of the work we do for our customers. Employment benefits include competitive compensation, Health and Wellness programs, Income Protection, Paid Leave and Retirement. More details are available here . Leidos will never ask you to provide payment-related information at any part of the employment application process. And Leidos will communicate with you only through emails that are sent from a Leidos.com email address. If you receive an email purporting to be from Leidos that asks for payment-related information or any other personal information, please report the email to . All qualified applicants will receive consideration for employment without regard to sex, race, ethnicity, age, national origin, citizenship, religion, physical or mental disability, medical condition, genetic information, pregnancy, family structure, marital status, ancestry, domestic partner status, sexual orientation, gender identity or expression, veteran or military status, or any other basis prohibited by law. Leidos will also consider for employment qualified applicants with criminal histories consistent with relevant laws.
This Jobot Job is hosted by: Scott Filbin Are you a fit? Easy Apply now by clicking the "Apply on company site" button and sending us your resume. Salary: $170,000 - $200,000 per year A bit about us: Fast growing and highly active real estate company is currently in expansion mode. Looking for a strong accounting leader to oversee a rapidly growing team. Company is doing extremely well with strong financial backing. Why join us? Innovative and growing property management real estate company Strong financial backing - active and expanding Strong leadership and executive team. Accounting team expanding with opportunities for C Suite advancement Excellent corporate culture Oversee an accounting team of 10+ Equity offered Job Details Job Responsibilities: Establish financial policies, procedures, controls, and reporting systems across operational and financial accounting Put the customer first. Consistently improve and enhance our capabilities to deliver best-in-class service to our customers, including incredibly high attention to detail amid high complexity Deliver and optimize customer-facing and internal reporting functionality Partner with Engineering and other teams to articulate internal product requirements that will drive a streamlined workflow and implement new tools to reduce manual input, increase accuracy and deliver an enhanced customer experience Ensure accounting policies and practices comply with accounting standards, including US GAAP Plan and manage activities to support external audit and compliance requirements Develop and implement of plans to improve the efficiency and effectiveness of financial systems and the close process Develop, motivate, and retain top talent. Provide mentorship to support development of a high performing accounting team Professional Qualifications: At least 10 years of work experience with 5+ in a highly cross-functional accounting department with leadership experience Successful experience scaling a business with finance and operational system and process implementation Experience hiring, developing and inspiring a high performing team Experience meeting strict demands for tight controls from external parties (e.g., enterprise customers, audit) Business acumen -- you understand the balance between business and customer needs in simplifying and automating manual processes A proven track record of success in goal attainment Experience in a $100M+ revenue company and/or public accounting experience with understanding of US GAAP and PCAOB standards CPA required Real estate/property accounting experience is a plus Interested in hearing more? Easy Apply now by clicking the "Apply on company site" button.
01/24/2021
Full time
This Jobot Job is hosted by: Scott Filbin Are you a fit? Easy Apply now by clicking the "Apply on company site" button and sending us your resume. Salary: $170,000 - $200,000 per year A bit about us: Fast growing and highly active real estate company is currently in expansion mode. Looking for a strong accounting leader to oversee a rapidly growing team. Company is doing extremely well with strong financial backing. Why join us? Innovative and growing property management real estate company Strong financial backing - active and expanding Strong leadership and executive team. Accounting team expanding with opportunities for C Suite advancement Excellent corporate culture Oversee an accounting team of 10+ Equity offered Job Details Job Responsibilities: Establish financial policies, procedures, controls, and reporting systems across operational and financial accounting Put the customer first. Consistently improve and enhance our capabilities to deliver best-in-class service to our customers, including incredibly high attention to detail amid high complexity Deliver and optimize customer-facing and internal reporting functionality Partner with Engineering and other teams to articulate internal product requirements that will drive a streamlined workflow and implement new tools to reduce manual input, increase accuracy and deliver an enhanced customer experience Ensure accounting policies and practices comply with accounting standards, including US GAAP Plan and manage activities to support external audit and compliance requirements Develop and implement of plans to improve the efficiency and effectiveness of financial systems and the close process Develop, motivate, and retain top talent. Provide mentorship to support development of a high performing accounting team Professional Qualifications: At least 10 years of work experience with 5+ in a highly cross-functional accounting department with leadership experience Successful experience scaling a business with finance and operational system and process implementation Experience hiring, developing and inspiring a high performing team Experience meeting strict demands for tight controls from external parties (e.g., enterprise customers, audit) Business acumen -- you understand the balance between business and customer needs in simplifying and automating manual processes A proven track record of success in goal attainment Experience in a $100M+ revenue company and/or public accounting experience with understanding of US GAAP and PCAOB standards CPA required Real estate/property accounting experience is a plus Interested in hearing more? Easy Apply now by clicking the "Apply on company site" button.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. Summary Our client is looking to identify a full time commercial real estate experienced, financial controller/operations manager. Client Details Our client is looking to identify a full time commercial real estate experienced, financial controller/operations manager. Description Oversee all accounting operations including; A/R, A/P, G/L, and Cost Accounting, ensuring quality control over financial transactions and financial reporting Monitor and report daily cash and funding balances Prepare and publish monthly/quarterly/yearly financial statements Prepare annual operating budgets and financial forecasts Reconcile general ledger accounts, investment statements and bank accounts Prepare journal entries Analyze accounting documents for accuracy Prepare financial reports and analysis Manage monthly loan payments and provide loan analysis Develop and document business processes and accounting policies to maintain and strengthen internal controls Review all tenant leases, including reviewing CAM reconciliations Provide initial review of new Leases and Lease Renewals Review monthly tenant billings Maintain and reviews corporate insurance policies Coordinate the preparation of annual tax return with outside CPA firm Manage and comply with local, state, and federal government reporting requirements and tax filings, to include sales tax Profile Extensive knowledge of accounting practices and principals Bachelor's Degree in Accounting or Finance 5 years or more of proven working experience as a financial controller to include: GL, AR, AP, Job Costing, Forecasts & Budgeting CPA Sage Timberline Accounting Software user and administration skills Experience with general ledger functions and the month-end/year-end close process Extensive knowledge of Property Management, Real Estate and Construction Accounting Microsoft Office Suite (Excel, Word, etc.) Job Offer Competetive compensation package 401(k) Dental Insurance Disability Insurance Flexible Spending Account Health Insurance Life Insurance Paid Time Off Job Requirements: Our client is looking to identify a full time commercial real estate experienced, financial controller/operations manager.
01/23/2021
Full time
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. Summary Our client is looking to identify a full time commercial real estate experienced, financial controller/operations manager. Client Details Our client is looking to identify a full time commercial real estate experienced, financial controller/operations manager. Description Oversee all accounting operations including; A/R, A/P, G/L, and Cost Accounting, ensuring quality control over financial transactions and financial reporting Monitor and report daily cash and funding balances Prepare and publish monthly/quarterly/yearly financial statements Prepare annual operating budgets and financial forecasts Reconcile general ledger accounts, investment statements and bank accounts Prepare journal entries Analyze accounting documents for accuracy Prepare financial reports and analysis Manage monthly loan payments and provide loan analysis Develop and document business processes and accounting policies to maintain and strengthen internal controls Review all tenant leases, including reviewing CAM reconciliations Provide initial review of new Leases and Lease Renewals Review monthly tenant billings Maintain and reviews corporate insurance policies Coordinate the preparation of annual tax return with outside CPA firm Manage and comply with local, state, and federal government reporting requirements and tax filings, to include sales tax Profile Extensive knowledge of accounting practices and principals Bachelor's Degree in Accounting or Finance 5 years or more of proven working experience as a financial controller to include: GL, AR, AP, Job Costing, Forecasts & Budgeting CPA Sage Timberline Accounting Software user and administration skills Experience with general ledger functions and the month-end/year-end close process Extensive knowledge of Property Management, Real Estate and Construction Accounting Microsoft Office Suite (Excel, Word, etc.) Job Offer Competetive compensation package 401(k) Dental Insurance Disability Insurance Flexible Spending Account Health Insurance Life Insurance Paid Time Off Job Requirements: Our client is looking to identify a full time commercial real estate experienced, financial controller/operations manager.