Our client is seeking an Manager, Financial Operations to join their growing organization. This is not your typical monthly-close oriented accounting position. You will be responsible for overseeing and ensuring the accuracy of financial operations for multiple real estate investment entities. Work closely with an incredible CFO to maintain financial data integrity and communicate directly with investment entities.
What Makes this Opportunity Awesome:
Join a relatively young company that is growing rapidly - this translates into a great opportunity for professional growth and potential financial return
This recently upgraded position allows you to take full ownership of this role under great mentorship from Chief Financial Officer
Make your mark within a robust business model in which you'll have a voice and the ability to be creative
Advanced use of technology, particularly regarding analytics - this is constantly evolving since the stakeholders embrace the use of technology going forward
Primary Objectives and Responsibilities:
The successful candidate will help to advance the company’s management and operations, performance, and strategic planning by implementation of accounting policies and procedures, ensuring efficient distribution of high-quality reporting, and embracing our use of data and technology in a competitive marketplace. He or she will be self-motivated and able to thrive in an entrepreneurial culture and have the knowledge and experience necessary to build and grow a solid accounting and reporting system.
Supervise and review the accounting process for 80+ investment clients, including reviewing accounting summaries
Assist with and review monthly bank reconciliations
Review financials for CFO and fix discrepancies as needed
Understand investment client activity, including compliance documents required for clients, deadlines, state regulations, and rules for distributions (dividends vs. expenses)
Assist with financial audit requests and testing
Assist with reviewing 3rd party prepared tax returns
Other duties as assigned
Desired Profile:
CPA desired, but not required
Real estate and/or investment/financial services industry experience preferred
Collaborative and team-focused work style
Demonstrated ability to meet deadlines and manage complex and shifting priorities
High level of attention to detail
Strong computer skills with high degree of proficiency with technology
Advanced Excel skills, including creating formulas, pivot tables, IF formulas, "list sheets", and v lookups
Excellent communication and interpersonal skills
Must have the ability to communicate financial data to non-financial stakeholders