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Client Accounting Assistant Controller
Transwestern
Real estate firm offering integrated services in investment, management, and development.
Oversee client accounting team, ensure compliance, reporting, and treasury functions.
7d ago
$130,000 - $140,000
Junior (1-3 years)
Full Time
Bethesda, MD
Office Full-Time
Company Size
2,000 Employees
Service Specialisms
Agency Leasing
Asset Services
Capital Markets
Consulting Services
Tenant Advisory + Workplace Solutions
Investment Services
Technology
Advisory Groups
Sector Specialisms
Healthcare
Industrial
Net Lease
Non-Profit
Data Center
Life Sciences
Manufacturing
Call Center
Role
What you would be doing
audit review
financial reporting
treasury management
due diligence
client communication
process improvement
Review/Audit monthly accounting calendars to ensure that staff is appropriately controlling project deadline flow, that all reporting deadlines, special payments (e.g., mortgages and taxes) and owner requirements are documented and met. Perform on-going audit reviews of financial reports, reconciliations and all financial information prepared by the accounting staff and/or the property management staff to ensure compliance with Owner Policies and Procedures and the Management Agreement.
Frequent communication with the Owner Representative(s). Participate/organize client communication calls as needed.
Lead transitions to and from Transwestern. Supervision of new project takeovers and appropriate due diligence, coordinating the same with members of property management to ensure that all Owner/Client requirements are documented and met.
Direct and manage professional staff daily. Responsible for staff organization, as well as, screening, hiring, supervising, mentoring and training staff as needed. This may include initiating disciplinary actions, including terminations.
Travel may be required.
Perform or assume additional client accounting duties as assigned.
Provide Treasury Management oversight, disbursement approvals and signatory on client bank accounts.
Communicate effectively with internal and external auditors, tax preparers and team members as required.
Continually evaluate efficiencies and effectiveness of the client accounting function, processes, policy and look for ways to improve. Work with Property Management team leaders to identify room for improvement in the teams working relationship and communication process.
What you bring
excel
mri
yardi
gaap
bachelor's
3+ years
Exhibit excellent verbal and written communication skills.
Ability to keep information and internal communications confidential.
Advanced proficiency with Microsoft Word, Excel, and Adobe.
Applicable experience in real estate accounting software packages, preferably with MRI and/or Yardi.
Advanced knowledge of the budget reporting requirements of each Owner and participate/assist in the preparation of the annual budget with members of property management.
Must be able to remain in a stationary position 50% or more of the time/constantly operate a computer and other office productivity machinery (ex. a calculator, copy machine, computer printer) or, by request, be provided reasonable accommodations to perform the essential functions of the position.
A minimum of 3+ years of recent accounting department management experience.
A bachelor's degree with emphasis in accounting, finance or related field.
Ability to provide efficient, timely, reliable and courteous service to internal and external customers.
Advanced knowledge of financial terms and principles including knowledge of current accounting methods (cash and basic accruals). Ability to apply generally accepted accounting principles (GAAP).
Advanced knowledge of the escalation and operating expense budgeting and settlement process, including the calculation of “gross-ups”, and participate/assist in the preparation of the actual settlement schedules.
Ability to handle multiple projects, changing priorities and demanding, time-sensitive, work load(s).
Ability to provide direction and effectively manage objectives of the client accounting team.
A minimum of 6+ years of recent fee-based property management accounting experience preferred.
Advanced knowledge of Transwestern internal controls and ability to supervise, review and train as needed.
Advanced understanding of Owner Policies and Procedures, TW Accounting Policies and Procedures, and prepare detailed checklists and other tools to insure proper recording of financial transactions in accordance with all policies and procedures.
Demonstrate strong analytical capabilities with a high attention to detail.
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