JOB SUMMARY
Coordinates and supervises completion of real estate accounting transactions and the production of various resulting financial reports and statements. Oversees requirements for staff portfolios and ensures consistent, accurate and timely reporting.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reviews staff work product for accuracy and completeness including ensuring financial packages are complete and delivered timely and accurately to Account Management Teams, Real Estate Management Teams, and Clients.
Establishes internal work controls to monitor and review staff work product for accuracy and timely processing to safeguard the assets of our clients and uphold the organization's fiduciary responsibility.
Coordinates and leads staffing transitions to include assigning workloads, determining knowledge transfer protocol, and ensuring adequate coverage of client and field deliverables during the transition.
May prepare and oversee all aspects of advanced level financial statement packages, including creating and posting journal entries, ensuring cash receipts and expense payables are recorded for the period, preparing and submitting funding requests. preparing and submitting owner's distributions, and other transactions as applicable in order to ensure that all information delivered to the client is complete and encompasses all transactions for the applicable reporting period.
Resolves and responds to escalated issues and requests from Account Management Team, Real Estate Management Team, and Clients, including answering questions from other departments, locations and divisions regarding various accounting issues and reports, including profit and loss reports.
Researches open accounting issues and recognizes potential issues and/or conflicts so corrective action can intercept and minimize issues.
Partners with the field and Account Management teams to ensure requirements and terms of the client's Management Agreement are adhered to based upon working knowledge of these agreements. Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES:
Provides formal supervision to individual employees within single functional or operational area. Recommends staff recruitment, selection, promotion, advancement, corrective action and termination. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.
