Overview
This role offers the opportunity to work remotely anywhere in the United States. It involves providing financial reporting, analysis, and advisory services primarily within the commercial real estate industry.
Responsibilities
- Review financial reporting packages and work papers for quality, completeness, and timely delivery.
- Prepare and analyze benchmarking data and key performance indicators to support client insights.
- Present completed reporting packages and findings to clients as directed.
- Assist in preparing budgets, forecasts, and cash flow models aligned with client engagement terms.
- Provide technical accounting support on complex issues to clients and their teams.
- Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
- Lead and coach staff and senior accountants, offering guidance on accounting and financial reporting matters.
Requirements
- Bachelor’s degree in Accounting, Finance, or Business.
- 4–6 years of experience in public or private accounting.
- Experience managing multi-entity ownership structures within the commercial real estate industry.
- Proven client-facing experience presenting financial results and insights to owners, investors, and lenders.
- Familiarity with real estate KPIs, budgeting, forecasting, and performance analysis.
- At least 3 years managing associates and/or teams.
- Professional certification such as CPA or CMA preferred.
- Proficiency in financial reporting and analysis.
- Strong planning, prioritization, and organizational skills.
- Strong project management and relationship-building skills with a client-first mindset.
- Excellent written, verbal, and presentation skills.
- Preferred proficiency in industry accounting software including QuickBooks Online, Appfolio, and Yardi, with demonstrated ability to adopt new technologies.
- Ability to influence others, promote constructive change, and develop team members.
- Ability to travel up to 10%.
Compensation & Benefits
- Estimated base salary range: $122,000 to $165,000. Actual salary depends on factors such as location, skills, experience, education, certifications, business needs, and relevant employment laws.
- Eligibility for an annual discretionary bonus based on individual and firm performance.
- Comprehensive benefits including multiple health plan options (HMO & PPO), dental and vision coverage, Health Savings Account with potential employer contribution, Employee Assistance Program.
- Firm-sponsored basic life insurance, short- and long-term disability coverage.
- 401(k) savings plan with profit sharing and employer matching contributions.
- Well-being incentives, education and certification assistance.
- Flexible time off, family care leave, parental leave, and family formation benefits.
- Additional voluntary benefits such as critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D insurance.
- Eligibility for benefits depends on annual hours, position status/level, and location.
- Flexibility for many positions to be performed remotely.
Equal Opportunity
The employer is an equal opportunity/affirmative action organization. All candidates receive consideration without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or other protected characteristics.
Reasonable accommodations are provided for applicants with disabilities during the application and interview process upon request.
Location
Remote work available anywhere in the United States, with occasional travel up to 10% required.