Overview
This role is fully remote and involves overseeing accounting and financial operations across multiple companies and related LLCs, along with IT services billing/collections and real estate/self-storage financial reporting.
Responsibilities
Accounting & Financial Operations
- Oversee accounting and financial operations for multiple companies and related LLCs
- Produce accurate monthly, quarterly, and annual financial statements
- Establish and manage a consistent monthly closing process
- Maintain separate books and reporting for each company and property
- Prepare consolidated financial reporting for ownership
- Manage accounts payable, accounts receivable, billing, collections, bank reconciliations, and general-ledger activity
- Monitor cash balances and prepare short- and long-term cash-flow forecasts
- Develop annual budgets and compare actual results against budget
- Manage intercompany transactions, owner distributions, loans, and allocations
- Coordinate payroll processing, benefits-related financial reporting, and required filings
- Work with outside CPAs on tax planning, tax returns, audits, and year-end reporting
- Maintain relationships with banks, lenders, insurance providers, and other financial partners
- Strengthen internal controls and establish documented financial procedures
- Identify cost savings, financial risks, and opportunities to improve profitability
- Supervise or coordinate the work of bookkeepers and administrative accounting personnel
- Provide the President with practical financial analysis and recommendations
IT Services
- Oversee recurring contract billing and customer collections
- Monitor monthly recurring revenue, project revenue, margins, and customer profitability
- Track labor utilization and departmental performance
- Review hardware, software, subcontractor, and vendor costs
- Improve reporting on managed-services contracts and major projects
Real Estate and Self-Storage
- Maintain property-level income statements and balance sheets
- Track rental income, tenant receivables, occupancy, operating expenses, and capital expenditures
- Monitor mortgages, debt-service requirements, escrow accounts, and loan covenants
- Assist with property budgets, refinancing, acquisitions, and renovation analysis
- Review self-storage revenue, occupancy, delinquency, discounts, and operating performance
- Provide ownership with clear reporting on each property and investment
Requirements
- Bachelor’s degree in accounting, finance, or a related field
- At least five years of progressive accounting or financial-management experience
- Experience managing accounting for multiple companies or legal entities
- Strong knowledge of financial statements, general-ledger accounting, budgeting, and cash-flow management
- Experience with QuickBooks and Microsoft Excel
- Experience supervising accounting staff or outside service providers
- Strong attention to detail, organization, confidentiality, and follow-through
Preferred Qualifications
- Real-estate accounting experience strongly preferred
- Experience with an IT services, professional-services, or recurring-revenue business is helpful
- CPA, CMA, or public-accounting experience is preferred but not required
Compensation & Benefits
- Not specified in the provided description
Location