Job Type
Full-time
Description
We are seeking a strategic and detail-oriented Controller to lead the accounting and financial reporting functions for a dynamic real estate firm with a diversified portfolio in property management and development. This role is critical in ensuring financial integrity, operational efficiency, and compliance across all business units.
KEY RESPONSIBILITIES & PROJECTS:
Financial Reporting and Compliance
- Oversee the preparation of monthly, quarterly, and annual financial statements in accordance with GAAP for the firm’s 80+ entities.
- Ensure compliance with all regulatory requirements, including tax filings (sales and use tax, 1099’s and financial statement audits.
- Coordinate with external auditors to manage the annual audit process
- Ensure timely and accurate compliance report filing with all required 3rd parties, agencies, and lenders
Accounting Operations
- Lead, manage, and hold the accounting team accountable for managing the general ledger, all subsidiary ledgers, and account reconciliations, as well as accounts payable/receivable, cash management, fixed assets, debt balances, and capital accounts across our 80+ entities.
- Implement and maintain internal controls to safeguard company assets.
- Oversee the document retention system in accordance with company policy.
- Manage vendor onboarding and compliance, including insurance verification.
- Oversee global purchasing functions, to include Real Page’s storefront, PO System, and portfolio-wide purchasing efforts.
Budgeting & Forecasting
- Collaborate with the CFO and department heads to develop annual budgets and long-term forecasts.
- Monitor budget performance and collaborate with property management to provide actionable insights.
- Reporting on organizational KPI’s and critical data points.
Cash Management
- Manage cash flow planning and ensure availability of funds for operational and capital needs.
- Compute semi-annual distributions and capital contributions.
- Oversee treasury relationships with a variety of banks.
Investor Reporting
- Prepare investor reports, as needed, to ensure adequate communication regarding distributions, contributions, and tax projections.
- Track capital accounts by investor
Risk Management
- Oversee incident and claim tracking, ensuring proper communication with the insurance agency.
- Oversee the annual workers’ comp/general liability audit.
Construction Draws
- Lead the draw process for all construction projects, collaborating with project management to monitor budget performance.
- Manage cash flow planning with both lenders and investors to ensure the availability of funds.
- Prepare reports for third-party agencies as required (e.g., MEDC, MSHDA).
Systems & Process Improvement
- Evaluate and enhance financial systems and processes to support company growth and scalability.
- Champion for accounting, property management, and ERP systems, including implementation of new technologies as needed.
Requirements
QUALIFICATIONS:
- Bachelor’s degree in accounting or finance.
- 7+ years of progressive accounting experience, including 3+ years in a Controller or Assistant Controller role.
- Industry experience in real estate, with a focus on both property management and development.
- Strong understanding of GAAP, job costing, and real estate accounting systems (e.g., RealPage, Yardi, MRI, Sage).
- Proven leadership skills and ability to manage high-performing teams.
- Exceptional analytical, organizational, and communication skills.
PREFERRED ATTRIBUTES:
- Advanced proficiency in Microsoft Excel.
- Proficient in Microsoft 365 tools, including Word, Outlook, Teams, PowerPoint, and CoPilot.
- Ability to thrive in a fast-paced, entrepreneurial environment with shifting priorities.
- Experience working within multi-entity organizational structures.
- Familiarity with construction draw processes.