Overview
This role applies advanced cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of clients and properties.
Responsibilities
- Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages.
- Create and post journal entries, ensuring all expenses, receipts, owner distributions, funding requests, and other transactions for the accounting period are accurately posted.
- Generate and review financial packages for accuracy and comprehensive reporting; prepare packages on a schedule to support timely delivery to clients and other management teams.
- Review and audit funding and payment requests for accuracy, documentation, and authorization in accordance with established operating procedures.
- Respond to and resolve complex issues and requests from management teams and clients regarding accounting issues and reports.
- Identify potential issues and conflicts and take corrective action to minimize impacts.
- Facilitate maintenance and reporting of benchmarks and performance metrics.
- Apply general knowledge of standard principles and techniques/procedures to accomplish assigned tasks and solve routine problems.
- Use knowledge of the job discipline and some knowledge of several job disciplines within the function.
- Lead by example and model behaviors consistent with organizational values.
- Contribute to the quality of your own work and the work of others on the team.
- Work primarily within standardized procedures and practices to achieve objectives and meet deadlines.
- Explain complex information to others in straightforward situations.
Requirements
- Bachelor’s Degree preferred with 2–5 years of relevant experience; in lieu of a degree, a combination of experience and education will be considered.
- Understanding of existing procedures and standards to solve slightly complex problems.
- Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.
- In-depth knowledge of Microsoft Office products (e.g., Word, Excel, Outlook).
- Strong organizational skills with an inquisitive mindset.
- Advanced math skills, including the ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
Compensation & Benefits
- Minimum salary: $80,000 annually
- Maximum salary: $90,000 annually
- Discretionary bonus: Eligible for a discretionary bonus based on the organization’s applicable benefit program.
- Benefits include:
- 401(K)
- Dental insurance
- Health insurance
- Life insurance
- Vision insurance
Equal Employment Opportunity & Accommodations
- The employer is an equal opportunity employer and provides equal employment opportunity to all qualified applicants regardless of protected characteristics under applicable law.
- Reasonable accommodations are available in the application process for individuals with disabilities.