Overview
This position involves supporting the financial operations and reporting for a portfolio of commercial real estate entities managed by the organization. The role requires strong communication and interpersonal skills and will collaborate closely with the property management team to help maintain a high standard of financial excellence.
Work environment is flexible, allowing responsibilities to be completed from the office or remote location.
Responsibilities
Weekly (or as often as needed during the week)
- Post dues receipts and rent receipts, and compare them with expected revenue for each entity/property.
- Collect all income due and report any problem accounts or delinquencies.
- Assist with the timely completion of deposits to optimize cash management.
- Review and enter approved invoices into the accounting software (Yardi).
- Maintain and communicate up-to-date information, including rent rolls, budget comparisons, and property-specific data for current leases.
Monthly
- Reconcile bank accounts and report any deficiencies.
- Monitor revenues for each entity; review and issue notices for any accounts receivable delinquencies.
- Collaborate with property managers to collect revenue.
- Facilitate outgoing checks or EFT payments to external vendors.
- Prepare monthly financial reports and updates for client communication, and submit to the CFO for review.
Quarterly
- Prepare required reviews of income and expense actual performance against projected performance; notify the CFO of any significant variations.
- Review budgets and overall financial health of the properties with the respective property management team.
Yearly
- Prepare year-end tax reporting and assist with audits.
- Collaborate with property management to prepare projected budgets for income and expenses and update as necessary.
Requirements
- Experience in Property Management Accounting.
- Associates degree or Bachelor's degree in Accounting, Finance or related field (or equivalent work experience.)
- Strong attention to detail and problem-solving skills.
- Proficiency in Microsoft Office and accounting software; experience with Yardi is a plus.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong organizational and time management skills.
- Commitment to maintaining confidentiality and upholding the highest ethical standard in financial management.
Preferred Qualifications
Compensation & Benefits
- Medical, Dental and Vision Coverage
- SIMPLE IRA with Employer Match
- Life Insurance
- Long-Term Disability Insurance
- Profit-Sharing Program
- Paid Holidays
- Flexible Vacation Days
- Personal/Sick Days
- Family Leave
- Career Education Reimbursement
Location
Raleigh, NC (serving the Triangle and greater Triangle area).
Employment Status
This is an employee at will position.