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senior tax manager
Sr Accounting Specialist - Senior Living
Wallick Communities New Albany, Ohio
Description This position is based out of our New Albany, OH/Columbus office. Successful candidates will reside in the Central Ohio area. This position may be hired at the Senior Accountant or Accountant level based on experience. Make a Difference-And Own Your Future Join Wallick Communities, a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role. A Career with Wallick Means Creating Homes for People Who Need It Most : Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive. Pay-on-Demand: access your money as you earn it. Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job, paid time off, gym membership reimbursement, paid parental leave, 401K, and more! Work-Life Balance: Paid time off, including paid parental leave. Learning & Support : A supportive team that cares about your continued development, well-being and professional growth. Resident Stories That Stay with You : From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career. Work-Life Balance: Paid time off, including paid parental leave. Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people. Employee Owned, Resident Focused : As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability. What You'll Do This role serves as the financial owner for a portfolio of 5-6 Senior Living communities, managing all aspects of full-cycle accounting. Responsibilities include accounts payable and receivable, journal entries, monthly close, financial reporting, year-end processes, budgeting, and analysis. The analyst will work closely with community operations leaders and provide analysis and forecasting to Senior Living executives to report accurate financial reporting and forecasting contributing to meeting financial goals Functions and Responsibilities : Own accurate financial reporting for Senior Living communities, ensuring compliance with GAAP and audit standards. Manage monthly billing processes by supporting multiple senior living communities, ensuring accuracy and timeliness. Prepare and reconcile revenue and expense accounts in compliance with budgets. Perform month-end close activities, including journal entries and account reconciliations. Generate and analyze financial reports to identify trends and variances for leadership review. Support community teams with financial guidance, ensuring adherence to corporate accounting policies. Assist with audits and regulatory compliance by maintaining accurate documentation. Prepare accounting entries, analyze financial data, and ensure accuracy of revenue and expense reporting. Reconcile balance sheet accounts, explain variances, and correct discrepancies. Review and interpret financial statements including cash flow, income statements, and balance sheets. Serve as the Yardi subject matter expert, ensuring data accuracy and improving processes. Coordinate annual audits, tax filings, investor reporting, and regulatory submissions. Perform monthly financial close for assigned portfolio with Regional BOM and BOMs to ensure accuracy and timeliness. Collaborate with the Director of Finance - SLO to refine policies and processes for the portfolio as it relates to the financial functions. Assist with annual budgets and forecasts using current and historical financial data. Support cash flow management, including AP review, payment scheduling, and receipt posting. Partner with and provide strategic guidance to Executive Directors and Business Office Managers (BOM) of the assigned portfolio to drive operational excellence. Work with Asset Management to monitor cash, forecast outcomes to drive ownership distributions and financing goals. Collaborate with operations, community leadership and finance teams to improve processes and resolve discrepancies. What We're Looking For Bachelor's degree in Accounting with 5+ years of experience in an accounting role with full cycle accountability. 5+ years of Senior Living Accounting experience in a Yardi environment is highly desirable. Strong knowledge of GAAP, tax accounting, budgeting, and senior living business operations. Familiarity with debt structures and related documentation. Intermediate to advanced Excel skills. Proficient in Yardi accounting software Skilled in analyzing financial reports and accounting data. Effective communicator with operations leaders, executives, investors, and teammates. Confident presenter of financial information and insights. Strong analytical and judgment skills to support complex decision-making. Wallick's Mission & Values At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do: Care - We show compassion and respect for everyone. Character - We do the right thing, even when no one is looking. Collaboration - We work together to achieve more. At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day. For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors. Join Us and Become an Employee-Owner! If you're ready to make a difference in people's lives while securing your financial future, apply today! Employment is contingent upon passing a pre-employment background check and drug screen
12/05/2025
Full time
Description This position is based out of our New Albany, OH/Columbus office. Successful candidates will reside in the Central Ohio area. This position may be hired at the Senior Accountant or Accountant level based on experience. Make a Difference-And Own Your Future Join Wallick Communities, a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role. A Career with Wallick Means Creating Homes for People Who Need It Most : Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive. Pay-on-Demand: access your money as you earn it. Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job, paid time off, gym membership reimbursement, paid parental leave, 401K, and more! Work-Life Balance: Paid time off, including paid parental leave. Learning & Support : A supportive team that cares about your continued development, well-being and professional growth. Resident Stories That Stay with You : From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career. Work-Life Balance: Paid time off, including paid parental leave. Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people. Employee Owned, Resident Focused : As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability. What You'll Do This role serves as the financial owner for a portfolio of 5-6 Senior Living communities, managing all aspects of full-cycle accounting. Responsibilities include accounts payable and receivable, journal entries, monthly close, financial reporting, year-end processes, budgeting, and analysis. The analyst will work closely with community operations leaders and provide analysis and forecasting to Senior Living executives to report accurate financial reporting and forecasting contributing to meeting financial goals Functions and Responsibilities : Own accurate financial reporting for Senior Living communities, ensuring compliance with GAAP and audit standards. Manage monthly billing processes by supporting multiple senior living communities, ensuring accuracy and timeliness. Prepare and reconcile revenue and expense accounts in compliance with budgets. Perform month-end close activities, including journal entries and account reconciliations. Generate and analyze financial reports to identify trends and variances for leadership review. Support community teams with financial guidance, ensuring adherence to corporate accounting policies. Assist with audits and regulatory compliance by maintaining accurate documentation. Prepare accounting entries, analyze financial data, and ensure accuracy of revenue and expense reporting. Reconcile balance sheet accounts, explain variances, and correct discrepancies. Review and interpret financial statements including cash flow, income statements, and balance sheets. Serve as the Yardi subject matter expert, ensuring data accuracy and improving processes. Coordinate annual audits, tax filings, investor reporting, and regulatory submissions. Perform monthly financial close for assigned portfolio with Regional BOM and BOMs to ensure accuracy and timeliness. Collaborate with the Director of Finance - SLO to refine policies and processes for the portfolio as it relates to the financial functions. Assist with annual budgets and forecasts using current and historical financial data. Support cash flow management, including AP review, payment scheduling, and receipt posting. Partner with and provide strategic guidance to Executive Directors and Business Office Managers (BOM) of the assigned portfolio to drive operational excellence. Work with Asset Management to monitor cash, forecast outcomes to drive ownership distributions and financing goals. Collaborate with operations, community leadership and finance teams to improve processes and resolve discrepancies. What We're Looking For Bachelor's degree in Accounting with 5+ years of experience in an accounting role with full cycle accountability. 5+ years of Senior Living Accounting experience in a Yardi environment is highly desirable. Strong knowledge of GAAP, tax accounting, budgeting, and senior living business operations. Familiarity with debt structures and related documentation. Intermediate to advanced Excel skills. Proficient in Yardi accounting software Skilled in analyzing financial reports and accounting data. Effective communicator with operations leaders, executives, investors, and teammates. Confident presenter of financial information and insights. Strong analytical and judgment skills to support complex decision-making. Wallick's Mission & Values At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do: Care - We show compassion and respect for everyone. Character - We do the right thing, even when no one is looking. Collaboration - We work together to achieve more. At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day. For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors. Join Us and Become an Employee-Owner! If you're ready to make a difference in people's lives while securing your financial future, apply today! Employment is contingent upon passing a pre-employment background check and drug screen
TAX SENIOR ACCOUNTANT/MANAGER
Duvall & Associates Dayton, Ohio
Growing Dayton, Ohio CPA firm seeks experienced tax senior/manager accountant with 5+ years experience. Firm performs traditional tax, accounting & audit services in addition to complex consulting business valuation & litigation engagements. Excellent benefits. Email resume to with "Senior Tax Accountant" in the subject line.
12/05/2025
Full time
Growing Dayton, Ohio CPA firm seeks experienced tax senior/manager accountant with 5+ years experience. Firm performs traditional tax, accounting & audit services in addition to complex consulting business valuation & litigation engagements. Excellent benefits. Email resume to with "Senior Tax Accountant" in the subject line.
Senior Manager/Director, Financial Reporting (Hybrid)
AIRGAIN INC Coronado, California
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
12/05/2025
Full time
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
Senior Manager/Director, Financial Reporting (Hybrid)
AIRGAIN INC Lincoln Acres, California
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
12/04/2025
Full time
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
Senior Manager/Director, Financial Reporting (Hybrid)
AIRGAIN INC Lemon Grove, California
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
12/04/2025
Full time
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
Senior Manager/Director, Financial Reporting (Hybrid)
AIRGAIN INC La Mesa, California
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
12/04/2025
Full time
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
Senior Manager/Director, Financial Reporting (Hybrid)
AIRGAIN INC Bonita, California
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
12/04/2025
Full time
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
Senior Manager/Director, Financial Reporting (Hybrid)
AIRGAIN INC San Diego, California
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
12/04/2025
Full time
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, We Simplify Wireless is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industrys most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Companys equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Companys equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in companys beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Masters degree preferred CPA certification 10+ years work experience in accounting and/or financial reporting 5+ years experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PIa523b4e883ea-9905
Senior Finance Manager
Johns Manville Corp - Berkshire Hathaway Aurora, Colorado
Senior Finance Manager Denver CO WHQ R25_2039 Full time Who We Are Johns Manville is a leading manufacturer and marketer of premium-quality insulation and commercial roofing, along with glass fibers and nonwovens for commercial, industrial and residential applications. Our products are used in a wide variety of industries including building products, aerospace, automotive and transportation, filtration, commercial interiors, waterproofing and wind energy. A proud member of the Berkshire Hathaway family of companies, we serve customers in more than 80 countries around the globe. We are committed to delivering positive and powerful experiences, because we are successful only when our employees and customers thrive. We are passionate, we care about people, we perform at a superior level, and we protect others and our environments. Pay Range $141,300.00-$194,300.00 Annual This is the base salary pay range that an applicant can expect to make upon hire. Pay within this range will vary based upon relevant experience, skills, and education among other factors. In addition, this position is eligible for an incentive bonus. This position will oversee full P&L and B/S responsibilities for the Performance Materials and Industrial (PM) business reporting to the Director of Finance for the Insulation Systems (IS) business and supporting the PM General Manager. This role involves managing commercial financial analysts, ensuring commercial controllership and internal controls, and leading pricing, profitability, and market analysis. The position provides financial leadership to operations, including manufacturing, sales inventory operations planning, and sourcing, with a focus on optimizing performance and costs. It also involves managing inventory levels, developing the Operations Finance Manager and North American Plant Finance Managers and Analysts, driving consistent financial processes across all plant operations, and ensuring adequate internal controls. This position plays a key role within the Finance organization for the company's largest division. The ideal candidate will be able to make an immediate impact on the organization and has the potential to advance to a Director of Finance role in the future within one of Johns Manville's three business units. Key objectives for this position include: Financial Oversight Full P&L and B/S responsibility for Performance Materials and Industrial business. Oversight for sales incentive compensation program tracking, reporting, and accounting. Oversight for customer rebate program tracking, reporting, and accounting. Oversight and accounting for all gross to net revenue factors. Leads and consolidates monthly, yearly, and long-term financial forecasting, planning, reporting, and analyses for the business. Commercial and Operational Controllership Commercial and operational controllership and controls Drives ownership and organizational discipline to monitor and proactively optimize financial performance. Drives improved sales and profitability reporting. Supports the Product Management organization financial requirements. Drives consistent reporting and tracking of productivity. Drives consistent financial processes across all plant sites including performance management, cost accounting, cost allocations, budgeting, and inventory/product costing. Operational Leadership Works closely with the SIOP (Sales Inventory Operations Planning) team to manage the sales planning process to optimize product mix and maximize efficiencies & financial performance. Drives actionable performance improving analysis of monthly operating results through identification of sources of variability, pricing and cost controls, and business strategy. Drives consistent financial models and decision support models across all operations, including capital financial analyses. Actively leads process simplification and assures compliant internal controls and SOX compliance requirements. Performance Metrics and Collaboration Identifies appropriate performance-based metrics. Interacts heavily with IS Sales, Commercial, and Operations leadership teams. What You Bring to the Team: Bachelor's degree in Accounting or Finance with a minimum of 12 years of progressive financial management experience and 5 years in a financial leadership role MBA, CPA or CMA a plus Proven leadership ability and experience driving team performance Proven ability to drive performance improvements, and implement controls environment Strong decision support and modeling skills with experience applying to an operational setting Experience and proficiency in the development and use of performance-based metrics, scorecards, etc. Solid planning and analytical skills (AOP's, forecasts, analyses, etc.) Strong people leadership and presentation skills Strong people development skills with a proven ability to develop financial talent, provide growth opportunities and optimize performance Demonstrated analytical abilities with strong decision making and problem-solving skills Process mentality - building, leading and improving processes Strong experience with financial and operational ERP systems Moderate travel required (11 - 29 days per year) May be required to lift, carry, push or pull up to and including 25 pounds Work environment is typical of an office setting Please Keep in Mind If you do not meet 100% of these requirements, we at JM still want to hear from you. So, if you are interested in the role, we encourage you to apply so we can learn how your skills and talents can contribute to our team. Benefits Johns Manville (JM) offers a wide range of benefits to employees. Some are subsidized by the company and others are fully employee-paid. Health benefits include a choice of comprehensive medical plans, a dental plan, vision plan, wellness program and critical illness insurance. JM sponsors a 401(k) plan which includes a sizeable company match. JM offers paid vacation and also provides paid sick and parental leave for eligible employees. Additionally, Johns Manville provides basic life Insurance, short-term and long-term disability coverage, an employee assistance program, and business travel accident coverage. Supplemental life insurance and accidental death and dismemberment insurance are available as well. The company also offers a variety of tax saving accounts; health spending account, traditional flexible spending account, and a dependent care spending account. JM also offers a tuition reimbursement program for undergraduate and certain graduate programs. Johns Manville supports employee growth with vast educational opportunities and a company-wide mentoring program. This program pairs employees and leaders to grow skills, build stronger internal networks and strengthen the company's succession planning process. Johns Manville also offers soft and hard skills training facilitated by internal and external presenters. Our talent management team prioritizes the holistic growth of our workforce. Diversity & Inclusion Johns Manville believes diversity and inclusion in our workplace is critical for the long-term success of our company. We are committed to retaining, developing and attracting a diverse workforce that fosters an inclusive work environment in which all employees are treated with dignity and respect. This is the right thing to do for our employees, our company and our communities. Incumbent must be physically able to perform essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. We are proud to be an Equal Opportunity/Affirmative Action employer. We maintain a drug-free workplace and perform pre-employment substance abuse testing. About Us Johns Manville is a proud member of the Berkshire Hathaway family of companies, serving customers in more than 80 countries, supplying innovative products to the construction, aerospace, automotive, filtration and energy industries. With a more than 160-year legacy, we understand that our story continues to grow only with the right people saying, thinking and doing the right things. Make your story our story. Johns Manville believes diversity and inclusion in our workplace is critical for the long-term success of our company. We are committed to retaining, developing and attracting a diverse workforce that fosters an inclusive work environment in which all employees are treated with dignity and respect. This is the right thing to do for our employees, our company and our communities. PI49d954fe8bc3-6347
12/04/2025
Full time
Senior Finance Manager Denver CO WHQ R25_2039 Full time Who We Are Johns Manville is a leading manufacturer and marketer of premium-quality insulation and commercial roofing, along with glass fibers and nonwovens for commercial, industrial and residential applications. Our products are used in a wide variety of industries including building products, aerospace, automotive and transportation, filtration, commercial interiors, waterproofing and wind energy. A proud member of the Berkshire Hathaway family of companies, we serve customers in more than 80 countries around the globe. We are committed to delivering positive and powerful experiences, because we are successful only when our employees and customers thrive. We are passionate, we care about people, we perform at a superior level, and we protect others and our environments. Pay Range $141,300.00-$194,300.00 Annual This is the base salary pay range that an applicant can expect to make upon hire. Pay within this range will vary based upon relevant experience, skills, and education among other factors. In addition, this position is eligible for an incentive bonus. This position will oversee full P&L and B/S responsibilities for the Performance Materials and Industrial (PM) business reporting to the Director of Finance for the Insulation Systems (IS) business and supporting the PM General Manager. This role involves managing commercial financial analysts, ensuring commercial controllership and internal controls, and leading pricing, profitability, and market analysis. The position provides financial leadership to operations, including manufacturing, sales inventory operations planning, and sourcing, with a focus on optimizing performance and costs. It also involves managing inventory levels, developing the Operations Finance Manager and North American Plant Finance Managers and Analysts, driving consistent financial processes across all plant operations, and ensuring adequate internal controls. This position plays a key role within the Finance organization for the company's largest division. The ideal candidate will be able to make an immediate impact on the organization and has the potential to advance to a Director of Finance role in the future within one of Johns Manville's three business units. Key objectives for this position include: Financial Oversight Full P&L and B/S responsibility for Performance Materials and Industrial business. Oversight for sales incentive compensation program tracking, reporting, and accounting. Oversight for customer rebate program tracking, reporting, and accounting. Oversight and accounting for all gross to net revenue factors. Leads and consolidates monthly, yearly, and long-term financial forecasting, planning, reporting, and analyses for the business. Commercial and Operational Controllership Commercial and operational controllership and controls Drives ownership and organizational discipline to monitor and proactively optimize financial performance. Drives improved sales and profitability reporting. Supports the Product Management organization financial requirements. Drives consistent reporting and tracking of productivity. Drives consistent financial processes across all plant sites including performance management, cost accounting, cost allocations, budgeting, and inventory/product costing. Operational Leadership Works closely with the SIOP (Sales Inventory Operations Planning) team to manage the sales planning process to optimize product mix and maximize efficiencies & financial performance. Drives actionable performance improving analysis of monthly operating results through identification of sources of variability, pricing and cost controls, and business strategy. Drives consistent financial models and decision support models across all operations, including capital financial analyses. Actively leads process simplification and assures compliant internal controls and SOX compliance requirements. Performance Metrics and Collaboration Identifies appropriate performance-based metrics. Interacts heavily with IS Sales, Commercial, and Operations leadership teams. What You Bring to the Team: Bachelor's degree in Accounting or Finance with a minimum of 12 years of progressive financial management experience and 5 years in a financial leadership role MBA, CPA or CMA a plus Proven leadership ability and experience driving team performance Proven ability to drive performance improvements, and implement controls environment Strong decision support and modeling skills with experience applying to an operational setting Experience and proficiency in the development and use of performance-based metrics, scorecards, etc. Solid planning and analytical skills (AOP's, forecasts, analyses, etc.) Strong people leadership and presentation skills Strong people development skills with a proven ability to develop financial talent, provide growth opportunities and optimize performance Demonstrated analytical abilities with strong decision making and problem-solving skills Process mentality - building, leading and improving processes Strong experience with financial and operational ERP systems Moderate travel required (11 - 29 days per year) May be required to lift, carry, push or pull up to and including 25 pounds Work environment is typical of an office setting Please Keep in Mind If you do not meet 100% of these requirements, we at JM still want to hear from you. So, if you are interested in the role, we encourage you to apply so we can learn how your skills and talents can contribute to our team. Benefits Johns Manville (JM) offers a wide range of benefits to employees. Some are subsidized by the company and others are fully employee-paid. Health benefits include a choice of comprehensive medical plans, a dental plan, vision plan, wellness program and critical illness insurance. JM sponsors a 401(k) plan which includes a sizeable company match. JM offers paid vacation and also provides paid sick and parental leave for eligible employees. Additionally, Johns Manville provides basic life Insurance, short-term and long-term disability coverage, an employee assistance program, and business travel accident coverage. Supplemental life insurance and accidental death and dismemberment insurance are available as well. The company also offers a variety of tax saving accounts; health spending account, traditional flexible spending account, and a dependent care spending account. JM also offers a tuition reimbursement program for undergraduate and certain graduate programs. Johns Manville supports employee growth with vast educational opportunities and a company-wide mentoring program. This program pairs employees and leaders to grow skills, build stronger internal networks and strengthen the company's succession planning process. Johns Manville also offers soft and hard skills training facilitated by internal and external presenters. Our talent management team prioritizes the holistic growth of our workforce. Diversity & Inclusion Johns Manville believes diversity and inclusion in our workplace is critical for the long-term success of our company. We are committed to retaining, developing and attracting a diverse workforce that fosters an inclusive work environment in which all employees are treated with dignity and respect. This is the right thing to do for our employees, our company and our communities. Incumbent must be physically able to perform essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. We are proud to be an Equal Opportunity/Affirmative Action employer. We maintain a drug-free workplace and perform pre-employment substance abuse testing. About Us Johns Manville is a proud member of the Berkshire Hathaway family of companies, serving customers in more than 80 countries, supplying innovative products to the construction, aerospace, automotive, filtration and energy industries. With a more than 160-year legacy, we understand that our story continues to grow only with the right people saying, thinking and doing the right things. Make your story our story. Johns Manville believes diversity and inclusion in our workplace is critical for the long-term success of our company. We are committed to retaining, developing and attracting a diverse workforce that fosters an inclusive work environment in which all employees are treated with dignity and respect. This is the right thing to do for our employees, our company and our communities. PI49d954fe8bc3-6347
Senior Manager/Director, Financial Reporting (Hybrid)
AIRGAIN INC San Diego, California
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, "We Simplify Wireless" is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industry's most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Company's equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Company's equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in company's beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Master's degree preferred CPA certification 10+ years' work experience in accounting and/or financial reporting 5+ years' experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PI9c5d295eaf43-9905
12/04/2025
Full time
About the Company : Airgain simplifies wireless connectivity across a diverse set of devices and markets, from solving complex connectivity issues to speeding time to market to enhancing wireless signals. Our products are offered in three distinct sub-brands: Airgain Embedded, Airgain Integrated and Airgain Antenna+. Our mission is to connect the world through optimized integrated wireless solutions. Airgain's expertise in custom cellular and antenna system design pairs with our focus on high-growth technologies and our dedication to simplify the growing complexity of wireless. With a broad portfolio of products across the value chain, from embedded components to fully integrated products, we are equipped to solve critical connectivity needs in both the design process and the operating environment across the enterprise, automotive, and consumer markets. Airgain is headquartered in San Diego, California, and maintains design and test centers in the U.S., U.K., and China. At Airgain, "We Simplify Wireless" is not only our tagline, but our creed and passion. A fast-moving technology company, Airgain sets the very pulse of the wireless connectivity industry, giving our unwavering focus on bringing innovative solutions to market, providing new pathways, insights and products that solve complex RF engineering problems. Our team is comprised of the industry's most talented, driven, experienced and entrepreneurial innovators and leaders in wireless connectivity. And if that is something that resonates, well then we would love an opportunity to speak with you. About the Role Senior Manager or Director of Financial Reporting (depending on experience) : The position will be responsible for the preparation and filing of all external financial and related SEC reporting. This person will also be responsible for the Company's equity compensation administration, income tax provision and tax returns. This person will be a trusted advisor to the CFO and CEO, and will be assisting the CFO, and Accounting Team, in technical accounting matters, corporate governance, compliance and other ad hoc tasks. Essential Job Functions Manage the preparation of periodic financial reports such as 10-Q and 10-K as well as other related SEC reports and ensure of timely and accurate filings. Work with functional owners of information to obtain needed input such as financial statements and footnote disclosures Drive income tax provision and filings, including state, federal and foreign income tax Manage Company's equity compensation accounting, analyses and filings Assist in corporate governance activities such as, but not limited to, monitoring changes in company's beneficial ownership including filing of related form 3 and/or form 4 Assist in internal controls activities such, but not limited to, assessing and implementing controls processes and policies, monitoring and report compliance to established controls and respond to changes in internal policies, US GAAP, and SOX 404 requirements Assist with quarterly reviews and annual audit activities of external auditors Perform other duties as assigned Knowledge/Skill/Ability Requirements Degree in Accounting; Master's degree preferred CPA certification 10+ years' work experience in accounting and/or financial reporting 5+ years' experience working for/with SEC registrant companies in a financial reporting role Experience with M&A and capital raise transactions Ability to work with all levels of customer, partner, and channel teams, including executive, finance, marketing engineering and operations teams Proficiency in Microsoft tools required Excellent written, verbal and presentation skills Strong communication and collaboration skills with a proactive approach to problem-solving Excellent organizational and time-management skills, with the ability to prioritize multiple tasks while meeting strict deadlines Compensation: The US base salary range for this full-time position is $160,000 to $185,000 + target annual bonus. Our salary ranges are determined by a number of factors, including but not limited to the role, location, job-related skills, relevant education, experience and training. The range displayed on each job posting reflects the target range for new hire base salary for the position across all US locations and varies by the location of the position. Our Talent team member can share more about our salary ranges and other benefits of working at name of company, which are not included in the posted base salary range. Hybrid Compensation details: 00 Yearly Salary PI9c5d295eaf43-9905
Tax Manager
US Main San Francisco, California
TAX MANAGER (Also need a Tax Senior) Profitable regional CPA firm seeks both a Tax Manager and Tax Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. The Manager is responsible for the efficient, accurate, complete, and timely preparation and reviews of clients' tax returns. Responsibilities Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary. Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients. Performs all task related to client service and sees that assignments are accomplished within budgeted time. Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients. Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions. Assumes tax preparation responsibility for the more complex business returns. Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner. Communicates to the appropriate firm personnel important tax and tax developments affecting the firms' clients. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns. Adheres to accurate and timely billing and collection processes are made. Participates in firm practice development efforts through involvement with referral sources, community and industry activities. Supervisory Responsibilities: Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants. Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs. Participates in reviews and evaluations of the Tax Department. Qualifications At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. International consulting and compliance experience. Familiarity with both US domestic and international tax compliance forms for HNW individuals, passthrough entities and corporations Familiarity with international tax concepts, including but not limited to subpart F, GILTI, PFIC, foreign tax credit calculation, income tax treaty. Minimum one (1) year experience supervising and directing work of tax preparers. Bachelor's degree in accounting required. Master's degree in taxation preferred. A current and valid certified public accountant's license or JD is required.
12/04/2025
Full time
TAX MANAGER (Also need a Tax Senior) Profitable regional CPA firm seeks both a Tax Manager and Tax Senior to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. The Manager is responsible for the efficient, accurate, complete, and timely preparation and reviews of clients' tax returns. Responsibilities Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary. Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients. Performs all task related to client service and sees that assignments are accomplished within budgeted time. Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients. Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions. Assumes tax preparation responsibility for the more complex business returns. Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner. Communicates to the appropriate firm personnel important tax and tax developments affecting the firms' clients. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns. Adheres to accurate and timely billing and collection processes are made. Participates in firm practice development efforts through involvement with referral sources, community and industry activities. Supervisory Responsibilities: Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants. Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs. Participates in reviews and evaluations of the Tax Department. Qualifications At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. International consulting and compliance experience. Familiarity with both US domestic and international tax compliance forms for HNW individuals, passthrough entities and corporations Familiarity with international tax concepts, including but not limited to subpart F, GILTI, PFIC, foreign tax credit calculation, income tax treaty. Minimum one (1) year experience supervising and directing work of tax preparers. Bachelor's degree in accounting required. Master's degree in taxation preferred. A current and valid certified public accountant's license or JD is required.
Assistant Director, Science Support and Research
National Radio Astronomy Observatory Socorro, New Mexico
National Radio Astronomy Observatory Title: Assistant Director, Science Support and Research Location: NRAO Headquarters, 520 Edgemont Rd, CHARLOTTESVILLE, Virginia, United States of America• 800 Bradbury Dr SE, Albuquerque, NM 87106, USA• NRAO Array Operations Center, PO Box 0, SOCORRO, New Mexico, United States of America Requisition Number: 130 Job Family: Mgmt & Senior Admin Pay Type: Salary Required Education: MGT Position Description: Position Summary The National Radio Astronomy Observatory (NRAO) is a prestigious research and development organization that plays a vital role in the study of the universe. The Observatory operates a variety of radio telescopes that span the globe, including the famous Very Large Array (VLA) in New Mexico, the Very Large Baseline Array (VLBA) distributed across the United States and its territories, the Green Bank Telescope in West Virginia, and the Atacama Large Millimeter/submillimeter Array (ALMA) in Chile. These telescopes are among the most advanced in the world, allowing astronomers to explore the universe in unprecedented detail. The NRAO announces an employment opportunity for an Assistant Director for Science Support and Research (SSR). The Assistant Director for Science Support and Research is the chief science officer for the Observatory and is responsible for supporting all scientific users of NRAO instruments and coordinating the scientific research of the NRAO staff. This is an opportunity for an experienced scientist, with a track record of management and leadership, to take on an influential role in the senior management team of one of the world's leading observatories. The appointee will help expand the delivery of data to a global community of astronomers (Science Ready Data Products), and contribute to the definition and planning of the Next Generation VLA - envisaged to be an interferometric array with more than 10 times the sensitivity and spatial resolution of the current VLA and ALMA, operating at frequencies spanning 1.2 116 GHz with extended baselines reaching across North America. The AD/SSR is responsible for managing time allocation and the proposal handling processes for the VLA, VLBA, and GBT. The AD/SSR is tasked with ensuring a uniform and effective interface for NRAO's user communities across all their telescopes and taking account of the ALMA review process which is the responsibility of the Joint ALMA Observatory. The AD/SSR manages staff responsible for common scientific services provided in support of our instruments, and coordinates outward -facing activities across all sites to minimize duplication and achieve optimal efficiency in support of all users of NRAO facilities. The AD/SSR reports to the NRAO Director. The incumbent is responsible for defining and improving NRAO's interface to our user community, and coordinating and evaluating the research environment for our scientific staff. Additionally, the AD/SSR will support and encourage scientific staff to actively participate in broader impact activities. The appointee will be a member of the NRAO Scientific Staff. The nature and level of the appointment will be negotiated with the appointee. The selected individual will be based in either Charlottesville, VA, Socorro or Albuquerque, NM, and will be expected to travel regularly between the NRAO sites and facilities. Partial teleworking arrangements will be considered. Job Duties Summary Responsibilities will include, but are not limited to: Extend and improve the production of Science- Ready Data Products (SRDP) for NRAO instruments; interface closely to other stakeholders (e.g. scientific users, NRAO staff, Data Management and Software) to achieve this goal and expand community adoption of high level data products. Manage the NRAO Telescope Time Allocation (TTA) process, including developing appropriate revisions to policy, documentation, tools and procedures as needed. Oversee the recruitment, hiring, review and promotion of the NRAO scientific staff, and regular revision of the Scientific Staff Policy Manual. Review and approve scientific staff external grant proposals. Coordinate the Jansky Fellowship program and other NRAO postdoctoral appointments, ensuring that this vital program continues to attract and develop some of the most promising astronomers in the world with expertise in NRAO science and capabilities. Coordinate the activities of the NRAO Library and Historical archives, as well as oversee the NRAO statistics and metric functions and page charge support. Organize the selection of the NRAO- wide Jansky Lecture series awardees. Select, train and develop scientific and professional staff capable of meeting current organizational needs and future requirements of the Observatory; set goals for, evaluate and address scientific staff performance. Develop and communicate an integrated view of SSR activities within NRAO. Ensure that projects overseen by SSR are planned and completed within established controls and according to Observatory priorities, in collaboration with the NRAO Program Management Dept. Assist in the preparation and review of Observatory planning and reporting documents, including annual program plan, budget, strategic and long- range plans. Develop, monitor and report on NRAO's observing-related metrics, and lead the collection, collation and delivery of the quarterly Observatory-wide Performance Evaluation and Management report. Report and track to closure all SSR risk items. Ensure proactive compliance with NRAO and government safety policies and procedures. Work Environment Work is typically performed in a research and development environment. Must be able to travel both domestically and internationally by air carrier. Who You Are: You have a PhD degree, preferably in Astronomy, physics, or a closely related field. You have at least five years' experience in astronomy and data analysis, observatory operations, liaising with the research community, and a record of successful management in a relevant environment including budget planning, and project management. Highly desirable - you have an outstanding scientific, technical and managerial achievements in radio interferometry and arrays and single dishes. A demonstrated background in observatory operations or management and the ability to work closely with site managers and scientific staff members would be preferred. Competency Summary Must possess excellent analytical, communication and organizational skills. Must be able to communicate effectively both verbally and in writing. Strong leadership ability is required. Additional Requirement Observatory employees must be authorized to work in the United States. The Observatory presently cannot sponsor H-1B visas for this position. Compensation and Total Rewards: Associated Universities, Inc (AUI) offers a comprehensive total rewards package to eligible staff members. We are committed to serving our employees and their families with a wide-ranging and competitive total rewards package that supports employees and their overall well-being and career growth. Compensation AUI strives to attract and retain dedicated, highly qualified, competent, and motivated employees by offering competitive compensation and recognition for performance. Factors which may affect starting pay may include: education, experience, skills, competencies, other qualifications of the successful candidate, as well as internal equity and labor market conditions. Benefits AUI's benefits package addresses the needs of employees and their families with most benefits beginning on the first day of employment. AUI provides excellent paid time off (13 holidays, annual accrual of up to 24 vacation days and 15 sick days, additional time off for doctor/dentist visits, and 8 weeks of paid parental leave). Medical, dental and vision plans are effective on the first day of employment. AUI's retirement benefit contributes an amount equal to 10 percent of a qualified participant's base pay with no required employee contribution; we also offer an optional supplemental, tax-deferred plan for employee retirement contributions. Application Instructions: Select the "Apply" button. Please prepare a single PDF document consisting of the following items: Cover letter outlining your interest in and aptitude for this position. Curriculum vitae. List containing the names of at least 3 referees. Applicants should arrange for three letters of reference to be sent to . Consideration of applications will begin immediately and will continue until the position is filled. Equal Opportunity Employer Statement: AUI is an equal opportunity employer. To view our complete statement, please visit . If you require reasonable accommodation for any part of the application or hiring process due to a disability, you may submit your request by sending an email to . PM20 PI26a215c7beef-7085
12/04/2025
Full time
National Radio Astronomy Observatory Title: Assistant Director, Science Support and Research Location: NRAO Headquarters, 520 Edgemont Rd, CHARLOTTESVILLE, Virginia, United States of America• 800 Bradbury Dr SE, Albuquerque, NM 87106, USA• NRAO Array Operations Center, PO Box 0, SOCORRO, New Mexico, United States of America Requisition Number: 130 Job Family: Mgmt & Senior Admin Pay Type: Salary Required Education: MGT Position Description: Position Summary The National Radio Astronomy Observatory (NRAO) is a prestigious research and development organization that plays a vital role in the study of the universe. The Observatory operates a variety of radio telescopes that span the globe, including the famous Very Large Array (VLA) in New Mexico, the Very Large Baseline Array (VLBA) distributed across the United States and its territories, the Green Bank Telescope in West Virginia, and the Atacama Large Millimeter/submillimeter Array (ALMA) in Chile. These telescopes are among the most advanced in the world, allowing astronomers to explore the universe in unprecedented detail. The NRAO announces an employment opportunity for an Assistant Director for Science Support and Research (SSR). The Assistant Director for Science Support and Research is the chief science officer for the Observatory and is responsible for supporting all scientific users of NRAO instruments and coordinating the scientific research of the NRAO staff. This is an opportunity for an experienced scientist, with a track record of management and leadership, to take on an influential role in the senior management team of one of the world's leading observatories. The appointee will help expand the delivery of data to a global community of astronomers (Science Ready Data Products), and contribute to the definition and planning of the Next Generation VLA - envisaged to be an interferometric array with more than 10 times the sensitivity and spatial resolution of the current VLA and ALMA, operating at frequencies spanning 1.2 116 GHz with extended baselines reaching across North America. The AD/SSR is responsible for managing time allocation and the proposal handling processes for the VLA, VLBA, and GBT. The AD/SSR is tasked with ensuring a uniform and effective interface for NRAO's user communities across all their telescopes and taking account of the ALMA review process which is the responsibility of the Joint ALMA Observatory. The AD/SSR manages staff responsible for common scientific services provided in support of our instruments, and coordinates outward -facing activities across all sites to minimize duplication and achieve optimal efficiency in support of all users of NRAO facilities. The AD/SSR reports to the NRAO Director. The incumbent is responsible for defining and improving NRAO's interface to our user community, and coordinating and evaluating the research environment for our scientific staff. Additionally, the AD/SSR will support and encourage scientific staff to actively participate in broader impact activities. The appointee will be a member of the NRAO Scientific Staff. The nature and level of the appointment will be negotiated with the appointee. The selected individual will be based in either Charlottesville, VA, Socorro or Albuquerque, NM, and will be expected to travel regularly between the NRAO sites and facilities. Partial teleworking arrangements will be considered. Job Duties Summary Responsibilities will include, but are not limited to: Extend and improve the production of Science- Ready Data Products (SRDP) for NRAO instruments; interface closely to other stakeholders (e.g. scientific users, NRAO staff, Data Management and Software) to achieve this goal and expand community adoption of high level data products. Manage the NRAO Telescope Time Allocation (TTA) process, including developing appropriate revisions to policy, documentation, tools and procedures as needed. Oversee the recruitment, hiring, review and promotion of the NRAO scientific staff, and regular revision of the Scientific Staff Policy Manual. Review and approve scientific staff external grant proposals. Coordinate the Jansky Fellowship program and other NRAO postdoctoral appointments, ensuring that this vital program continues to attract and develop some of the most promising astronomers in the world with expertise in NRAO science and capabilities. Coordinate the activities of the NRAO Library and Historical archives, as well as oversee the NRAO statistics and metric functions and page charge support. Organize the selection of the NRAO- wide Jansky Lecture series awardees. Select, train and develop scientific and professional staff capable of meeting current organizational needs and future requirements of the Observatory; set goals for, evaluate and address scientific staff performance. Develop and communicate an integrated view of SSR activities within NRAO. Ensure that projects overseen by SSR are planned and completed within established controls and according to Observatory priorities, in collaboration with the NRAO Program Management Dept. Assist in the preparation and review of Observatory planning and reporting documents, including annual program plan, budget, strategic and long- range plans. Develop, monitor and report on NRAO's observing-related metrics, and lead the collection, collation and delivery of the quarterly Observatory-wide Performance Evaluation and Management report. Report and track to closure all SSR risk items. Ensure proactive compliance with NRAO and government safety policies and procedures. Work Environment Work is typically performed in a research and development environment. Must be able to travel both domestically and internationally by air carrier. Who You Are: You have a PhD degree, preferably in Astronomy, physics, or a closely related field. You have at least five years' experience in astronomy and data analysis, observatory operations, liaising with the research community, and a record of successful management in a relevant environment including budget planning, and project management. Highly desirable - you have an outstanding scientific, technical and managerial achievements in radio interferometry and arrays and single dishes. A demonstrated background in observatory operations or management and the ability to work closely with site managers and scientific staff members would be preferred. Competency Summary Must possess excellent analytical, communication and organizational skills. Must be able to communicate effectively both verbally and in writing. Strong leadership ability is required. Additional Requirement Observatory employees must be authorized to work in the United States. The Observatory presently cannot sponsor H-1B visas for this position. Compensation and Total Rewards: Associated Universities, Inc (AUI) offers a comprehensive total rewards package to eligible staff members. We are committed to serving our employees and their families with a wide-ranging and competitive total rewards package that supports employees and their overall well-being and career growth. Compensation AUI strives to attract and retain dedicated, highly qualified, competent, and motivated employees by offering competitive compensation and recognition for performance. Factors which may affect starting pay may include: education, experience, skills, competencies, other qualifications of the successful candidate, as well as internal equity and labor market conditions. Benefits AUI's benefits package addresses the needs of employees and their families with most benefits beginning on the first day of employment. AUI provides excellent paid time off (13 holidays, annual accrual of up to 24 vacation days and 15 sick days, additional time off for doctor/dentist visits, and 8 weeks of paid parental leave). Medical, dental and vision plans are effective on the first day of employment. AUI's retirement benefit contributes an amount equal to 10 percent of a qualified participant's base pay with no required employee contribution; we also offer an optional supplemental, tax-deferred plan for employee retirement contributions. Application Instructions: Select the "Apply" button. Please prepare a single PDF document consisting of the following items: Cover letter outlining your interest in and aptitude for this position. Curriculum vitae. List containing the names of at least 3 referees. Applicants should arrange for three letters of reference to be sent to . Consideration of applications will begin immediately and will continue until the position is filled. Equal Opportunity Employer Statement: AUI is an equal opportunity employer. To view our complete statement, please visit . If you require reasonable accommodation for any part of the application or hiring process due to a disability, you may submit your request by sending an email to . PM20 PI26a215c7beef-7085
Senior Accounting Associate
Athenahealth Brighton, Massachusetts
Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. Business Title: Senior Accounting Associate Role Summary: The Senior Accounting Associate will be part of athenahealth's corporate accounting team. The primary responsibility of this role will be managing key components of the month-end close process. This role will partner with FP&A, Tax, and non-finance teams across athenahealth to gather data, address issues, and maintain accurate financial results. The Senior Accounting Associate will also contribute to aspects of athenahealth's internal and external audits, tax compliance, and financial reporting. This position requires a motivated, hard-working individual with strong attention to detail, organizational skills, and interpersonal abilities. This role is a great opportunity to gain exposure to both the month-end close process as well as broader initiatives within the Finance organization. The position reports to an Accounting Manager. Team Summary: As part of the corporate accounting team, this role contributes to maintaining robust financial controls and accurate financial reporting that supports athenahealth's mission to simplify healthcare operations. The team is dedicated to upholding the highest standards of regulatory compliance and partnership with various departments to enhance financial accuracy. Essential Job Responsibilities: Responsible for aspects of the month-end financial close, including reviewing contracts and preparing journal entries. Prepare balance sheet reconciliations on a monthly basis. Prepare written explanations for month-over-month fluctuation analysis within balance sheet & P&L reviews. Respond to questions about the athenahealth's financial statements and operational performance. Maintain internal controls over financial accounting and reporting processes in compliance with SOX. Assist in the identification of risks and implementation of new controls when necessary. Additional Job Responsibilities: Assist in the preparation of month end reporting packages for senior leadership. Provide information used in external reporting, specifically related to footnotes and disclosures. Assist with audit requests from internal and external auditors. Continually design and improve processes with a focus on driving efficiency and automation. Assist with special projects as they arise in a fast-paced and dynamic environment. Expected Education & Experience: Bachelor's degree in accounting 4+ years Public accounting experience and/or equivalent experience in industry Strong knowledge and practical application of US GAAP. Comprehensive understanding of financial risks and internal controls. Excellent communication skills with the ability to tailor information to varied audiences. Proficient in Microsoft Excel with strong analytical capabilities. Demonstrated ability to analyze and clearly articulate complex financial issues both verbally and in writing. Expected Compensation $73,000 - $125,000 The base salary range shown reflects the full range for this role from minimum to maximum. At athenahealth, base pay depends on multiple factors, including job-related experience, relevant knowledge and skills, how your qualifications compare to others in similar roles, and geographical market rates. Base pay is only one part of our competitive Total Rewards package - depending on role eligibility, we offer both short and long-term incentives by way of an annual discretionary bonus plan, variable compensation plan, and equity plans. About athenahealth Our vision: In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients - powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. Our company culture: Our talented employees - or athenistas, as we call ourselves - spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support. Our DEI commitment: Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve. What we can do for you: Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative workspaces - some offices even welcome dogs. We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment, full-time. With consistent communication and digital collaboration tools, athenahealth enables employees to find a balance that feels fulfilling and productive for each individual situation. In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued. Learn more about our culture and benefits here:
12/04/2025
Full time
Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. Business Title: Senior Accounting Associate Role Summary: The Senior Accounting Associate will be part of athenahealth's corporate accounting team. The primary responsibility of this role will be managing key components of the month-end close process. This role will partner with FP&A, Tax, and non-finance teams across athenahealth to gather data, address issues, and maintain accurate financial results. The Senior Accounting Associate will also contribute to aspects of athenahealth's internal and external audits, tax compliance, and financial reporting. This position requires a motivated, hard-working individual with strong attention to detail, organizational skills, and interpersonal abilities. This role is a great opportunity to gain exposure to both the month-end close process as well as broader initiatives within the Finance organization. The position reports to an Accounting Manager. Team Summary: As part of the corporate accounting team, this role contributes to maintaining robust financial controls and accurate financial reporting that supports athenahealth's mission to simplify healthcare operations. The team is dedicated to upholding the highest standards of regulatory compliance and partnership with various departments to enhance financial accuracy. Essential Job Responsibilities: Responsible for aspects of the month-end financial close, including reviewing contracts and preparing journal entries. Prepare balance sheet reconciliations on a monthly basis. Prepare written explanations for month-over-month fluctuation analysis within balance sheet & P&L reviews. Respond to questions about the athenahealth's financial statements and operational performance. Maintain internal controls over financial accounting and reporting processes in compliance with SOX. Assist in the identification of risks and implementation of new controls when necessary. Additional Job Responsibilities: Assist in the preparation of month end reporting packages for senior leadership. Provide information used in external reporting, specifically related to footnotes and disclosures. Assist with audit requests from internal and external auditors. Continually design and improve processes with a focus on driving efficiency and automation. Assist with special projects as they arise in a fast-paced and dynamic environment. Expected Education & Experience: Bachelor's degree in accounting 4+ years Public accounting experience and/or equivalent experience in industry Strong knowledge and practical application of US GAAP. Comprehensive understanding of financial risks and internal controls. Excellent communication skills with the ability to tailor information to varied audiences. Proficient in Microsoft Excel with strong analytical capabilities. Demonstrated ability to analyze and clearly articulate complex financial issues both verbally and in writing. Expected Compensation $73,000 - $125,000 The base salary range shown reflects the full range for this role from minimum to maximum. At athenahealth, base pay depends on multiple factors, including job-related experience, relevant knowledge and skills, how your qualifications compare to others in similar roles, and geographical market rates. Base pay is only one part of our competitive Total Rewards package - depending on role eligibility, we offer both short and long-term incentives by way of an annual discretionary bonus plan, variable compensation plan, and equity plans. About athenahealth Our vision: In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients - powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. Our company culture: Our talented employees - or athenistas, as we call ourselves - spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support. Our DEI commitment: Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve. What we can do for you: Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative workspaces - some offices even welcome dogs. We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment, full-time. With consistent communication and digital collaboration tools, athenahealth enables employees to find a balance that feels fulfilling and productive for each individual situation. In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued. Learn more about our culture and benefits here:
Investor Relations Coordinator
Osprey Management Dallas, Texas
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI99122df39a82-3995
12/03/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI99122df39a82-3995
Investor Relations Coordinator
Osprey Management Evergreen Park, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
12/03/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
Investor Relations Coordinator
Osprey Management Berwyn, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
12/03/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
Investor Relations Coordinator
Osprey Management Forest Park, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
12/03/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
Investor Relations Coordinator
Osprey Management Cicero, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
12/03/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
Investor Relations Coordinator
Osprey Management Riverside, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
12/03/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
Investor Relations Coordinator
Osprey Management Bedford Park, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991
12/03/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations Coordinator to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations Coordinator you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is a remote position. INVESTOR RELATIONS COORDINATOR BENEFITS: Starting Salary of $45,000-$55,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS COORDINATOR RESPONSIBILITIES: Manage the funds IR function, tracking investor interactions, inquiries, leads, and follow-ups, managing the pipeline of current and prospective LPs Maintain accurate and up-to-date records and investor information in our investor portal, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures. Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates. Manage communication materials to existing investors Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit. Own the coordination and preparation of investor reports, presentations and communications, including quarterly and annual reports, call presentations, case studies, meeting presentations, and ad-hoc reports Assist in the preparation of due diligence materials for prospective investors, including pitch decks, offering memoranda, and financial analyses Build and maintain strong relationships with our investors alongside our client managers by providing first-line support for questions and updates, from the onboarding process, and throughout the life of their investment. Facilitate investor meetings, developing pre-meeting briefs and executing post-meeting follow-ups Plan and execute investor events Additional responsibilities as directed for the success of the team and the Company INVESTOR RELATIONS COORDINATOR QUALIFICATIONS: 2-4 years of experience in client services or a related function within the financial services industry, preferably in real estate or finance (exposure to private equity, private credit or alternative investments is a plus) Preference for working knowledge of the real assets sector Solid understanding of financial statements and investment principles Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI0f36a92f5f5e-3991

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