Overview
This role supports the organization’s Real Estate team within the Client Accounting Advisory practice.
The organization operates as a hybrid firm. While this position is considered remote, remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
Responsibilities
- Lead and oversee the Real Estate accounting team, ensuring timely delivery of client work products by team members
- Independently perform and assist with complex accounting services for clients
- Lead a global team with client work and skills development, including guidance and training on accounting principles and calculations
- Handle inquiries from clients and/or internal stakeholders
- Understand the industry and client challenges to provide solutions and improvements to business processes and client deliverables
- Identify cross-selling opportunities to provide value to clients
- 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
- Manage team deliverables and ensure goals and benchmarks for performance and execution are met (e.g., delivering monthly financials, developing skills for career growth, working within budget and time parameters)
- Manage clients and maintain client relationships, including proactive communications, exceeding client expectations, completing client billings timely, and supporting accounts receivable management
- Develop expertise in the technology necessary for performance execution
- Ensure quality control procedures are executed and adhered to by all team members
- Identify process improvement opportunities for client work and/or practice operations
- Participate in mentoring, recruiting, retention, and team-building activities
- Conduct work professionally with respect for others
- Follow applicable regulations and professional ethics of the AICPA and the state society
- Maintain appropriate compliance with all firm-wide and local office policies and procedures
- Proactively develop relationships and provide timely, accurate communications with clients, staff, and internal stakeholders
- Respond timely and accurately to internal team and client requests
- Solicit internal experts across the organization to assist in providing solutions for client challenges
Requirements
- Bachelor’s degree required; MBA and/or CPA license a plus
- 3+ years of Real Estate industry experience
- Proven ability to drive and lead corporate accounting processes and procedures such as cash management, AR/AP, month end close, payroll and benefits
- Strong GAAP experience, including hands-on experience performing 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
- Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, Visio, Project)
- 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 strong understanding of financial statement preparation and analysis
Preferred Qualifications
- QuickBooks, NetSuite, Yardi, and Sage Intacct experience
Compensation & Benefits
The organization offers a Total Rewards package that includes:
- Generous PTO
- Flexible work environment
- Expanded parental leave
- Extensive learning and development
- Paid time off for employees to volunteer
Location
Remote (considered remote; scheduled notice may be provided for presence at an office for client work, team meetings, or trainings).