Controller-Real Estate Family Office

Responsibilities

• Work with outside third-party property management firm to analyze financial reports including budgets, income and cash flow statements, leasing activity, rent rolls, building stack charts, capital projects, and other reports using advanced Excel models.
• Support QuickBooks day-to-day recordkeeping, account reconciliations, transaction coding, monthly reporting, bank reconciliations and organized workpapers across company and family entities. Identify missing data and reconcile discrepancies as needed
• Use Bloomberg Terminal to obtain market and securities data, update portfolio and bond reports monthly and quarterly, and prepare clear summaries for internal review.
• Manage and maintain accurate employee payroll and 401K records while coordinating the biweekly payroll process with a third-party payroll provider.
• Collaborate with external accountants to prepare and organize financial documentation for audits, tax filings, lender reporting, and management meetings.
• Such other and additional duties as may be assigned as are appropriate for the role.

Required skills and background

• 4 year B.A. or B.S. degree, preferably in Accounting or related fields.
• 5-10 years work experience as Controller or Assistant Controller
• Advanced Excel skills, including complex formulas, pivot tables, data reconciliation, and financial modeling.
• Competence with Word and PowerPoint to present financial analyses graphically.
• Proficiency with QuickBooks (desktop and online) and knowledge of Bloomberg Terminal.
• Strong quantitative, analytical, and problem-solving skills; excellent organizational abilities; sound judgment in handling confidential financial information; and the ability to manage recurring deadlines in a collaborative, small-team environment.