Overview
This position is a Senior Manager role on the Real Estate team within the Client Accounting Advisory practice. The employer is a hybrid organization; while most professionals are located within commuting distance of an office, this role is considered remote and does not require duties to be performed within proximity of an office location. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
Responsibilities
Responsibilities include but are not limited to:
- Lead and oversee the Real Estate accounting team, responsible for client execution and timely delivery of client work products.
- Independently perform and assist with complex accounting services.
- Lead global teams on client work and skill development, providing guidance and training on accounting principles and calculations.
- Handle client inquiries and internal stakeholder requests.
- Understand the real estate industry and client challenges to provide solutions and improvements to client business and deliverables, including identifying cross-selling opportunities.
- Lead business development initiatives to bring in revenue and grow the Real Estate practice.
- Lead training initiatives for a global team to ensure consistency and excellence across teams.
- Lead complex client engagements for general contractors, specialty trade contractors, and construction management firms, ensuring exceptional client service and engagement profitability.
- Advise clients on construction-specific accounting matters, including:
- Revenue recognition
- Work-in-process (WIP) reporting
- Job costing
- Change orders
- Retainage
- Claims
- Project forecasting
- Review and analyze WIP schedules, backlog reports, gross profit fade/gain analyses, and project performance metrics to identify trends, risks, and opportunities.
- Provide guidance on cash flow management, working capital optimization, equipment utilization, and overhead allocation methodologies.
- Mentor and develop managers and staff in construction accounting methodologies, industry best practices, and client relationship management.
- Play a strategic role in the sales cycle by providing subject matter expertise and client-facing insights.
- Identify and execute internal upselling and cross-selling opportunities through deep understanding of service offerings and client needs.
- Apply advanced, specialized technical expertise to support premium bill rate delivery.
- Complete duties associated with managing teams, including ensuring delivery of monthly financials, supporting skills development for career growth, and working within budget and time parameters.
- Complete duties associated with managing clients and developing/maintaining client relationships, including proactive communication, exceeding client expectations, timely client billing, and assisting with accounts receivable management.
- Develop expertise in the technology necessary to perform work; ensure quality control procedures are followed and identify process improvement opportunities for client work and/or practice operations.
- Seek opportunities to participate in mentoring, recruiting, retention, and team-building activities.
- Maintain professional conduct, respect for others, and adherence to applicable AICPA and state society regulations and ethics.
- Maintain compliance with firm-wide and local office policies and procedures.
- Proactively develop relationships and maintain communication with clients, staff, and internal stakeholders.
- Respond timely and accurately to internal team and client requests.
- Solicit internal subject matter experts across the firm to support client solutions.
- Drive recruitment, onboarding, and professional development of new staff to build a technically proficient, high-performing team.
- Support development of the Real Estate CAS team, including defining service offerings, recruiting talent, and establishing operational infrastructure to support scalable growth.
Requirements
- BA required.
- MBA and/or CPA license a plus.
- Experience leading business development and sales initiatives.
- Proven ability to drive and lead corporate accounting processes and procedures, including cash management, AR/AP, month end close, payroll, and benefits.
- Experience with CAM reconciliations, tenant billbacks, and maintaining tenant ledgers.
- Strong GAAP experience and hands-on experience in controllership functions related to consolidations, GL close, and financial reporting.
- Strong real estate experience.
- Strong communication, documentation, and presentation skills.
- Strong problem-solving and analytical skills.
- Proficient in Microsoft Office Suite (Word, PowerPoint, Excel, Visio, Project).
- Yardi, QuickBooks, NetSuite, R365, and Sage Intacct experience preferred.
- Strong project and time management skills.
- Accuracy and attention to detail; action-oriented (self-starter, team player, detail-oriented).
- Ability to handle multiple priorities and meet critical deadlines.
- Significant knowledge of accounting and finance processes and functions, including financial statement preparation and analysis.
Compensation & Benefits
The employer offers a Total Rewards package that includes:
- Generous PTO
- Flexible work environment
- Expanded parental leave
- Extensive learning & development
- Paid time off for employees to volunteer
Location
Remote role. This does not require work to be performed within proximity of an office location; however, remote employees may be required to attend an office with scheduled notice for client work, team meetings, or trainings.