Key Responsibilities
Financial reporting and analysis
- Prepare quarterly and annual financial reports for standalone and consolidated entities.
- Consolidate and analyze complex entity structures, including analyzing intercompany transactions, investments, and equity.
- Assess trial balances, subledgers, and other financial results.
- Review internal financial information, including junior work and peer cross-reviews.
- Review and analyze financial information for externally managed investments.
- Prepare management reporting, dashboards, and partnership analytics (e.g., NAV, cash flow, capital activity).
- Support budgeting, forecasting, and overhead analyses.
- Contribute to month-end, quarter-end, and year-end close responsibilities.
- Ensure accuracy and consistency of accounting records in accordance with GAAP, including research and application of technical guidance as needed.
- Prepare journal entries, financial reports, and review invoices; investigate and resolve discrepancies where required.
- Liaise with external auditors and prepare supporting documentation.
- Maintain reporting timelines and ensure timely delivery of obligations.
Process improvement and projects
- Identify and implement process improvements and efficiencies.
- Support system implementations, upgrades, and reporting enhancements.
- Contribute to team training and development initiatives.
- Assist with special projects as assigned.
Desired Skills and Experience
- CPA or legacy designation with a university degree.
- Minimum of 4 years of experience in public practice or a complex consolidation environment.
- Strong GAAP knowledge and the ability to apply technical guidance.
- Advanced Excel and strong systems proficiency; experience working with large datasets and reporting tools.
- Experience with financial analysis, management reporting, and audit readiness.
- Strong organizational, analytical, and problem-solving skills with attention to detail.
- Effective communicator with the ability to work independently and manage competing priorities in a fast-paced environment.
- A team player with strong interpersonal skills capable of collaborating with multiple stakeholders.
- The following are assets:
- Real estate or asset-intensive industry experience
- Familiarity with REALpac
- Knowledge of ASPE framework
- Experience with Yardi, CaseWare
- Exposure to Power BI, automation, or AI tools