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.
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.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Degree from a four-year college or university program with an emphasis in accounting, finance or related field required. A minimum of four years prior accounting, finance or related experience. Experience with real estate accounting software preferred. Prior supervisory experience preferred.
CERTIFICATES and/or LICENSES
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. Ability to respond effectively to sensitive issues.
Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis.
Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Ability to work in multiple accounting software applications.
SCOPE OF RESPONSIBILITY
Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.
Responsible for personal safety and the safety of those who are affected by your work. This includes but is not limited to: 1. Complete all required and assigned HSE training at a satisfactory level, 2. Follow all activity policies and procedures, including all HSE-related requirements at all times, 3. Participate in all HSE-related programs & activities as required, including incident investigations, interviews, auditing and assessment, etc. 4. Report any conditions which you feel could result in an accident or injury and / or stop work if required.
As a Manager: 1. While adhering to all HSE requirements established for CBRE employees, supervisors and managers are additionally required to: a. Provide sufficient distraction-free time for employees to complete all required HSE training & support the HSE training program implicitly, b. Investigate and resolve (if possible) all reported unsafe conditions / acts and communicate results back to the affected stakeholders, c. Support "stop work" authority when it is exercised in good faith, d. Communicate any / all potential workplace hazards and workplace procedures.