Accounting Manager

Description

This position will report to and operate within CV3 Financial Services, a dedicated subsidiary of CV3 Holdings.

CV3 Financial Services provides financing for non-owner-occupied investment properties, providing flexible loan solutions combined with the experience our customers can trust.

CV3 is more than just a lender. We partner with our customers to accelerate real estate opportunities and are invested in their success. We leverage the best technology to eliminate complexity and simplify the loan process, while never losing sight of the value of building personal relationships with our customers.

We’ve set the bar high. The aspirational mission is to be the #1 choice as a trusted capital partner for real estate investors. We are ready when you are!

Our People are Our Power

Great people make great companies. CV3 has nurtured a people-first culture, an entrepreneurial team, and a disciplined craft that fuels innovation and delivers results. We create lasting client relationships based on trust and transparency. We cultivate these relationships by taking amazing care of our people and our customers. Above all, what sets us apart are our five Core Values, which guide everything we do.

GENERAL PURPOSE:

The Accounting Manager oversees and provides support to the Accounting and AP departments. Oversees calculating, posting and verification of financial data for use in maintaining accounting and statistical records. Maintains the integrity of accounting records by ensuring that staff complies with accounting policies and procedures.

This position follows a hybrid work schedule, with both in-office work at our El Segundo, CA location and remote work. 

In this position, you will:

• Meets accounting operational standards by contributing financial information to strategic plans and reviews; implementing production, productivity, quality and customer service standards; resolves problems and identifies system improvements.
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Oversees accounting operations, which include financial accounting, general ledger and bank reconciliations.
• Reviews and understands transaction level accounting, while keeping big picture of the operational information in mind.
• Ensures that financial reports comply with generally accepted accounting principles or financial reporting standards.
• Protects the company’s value by keeping information confidential and maintaining financial security by adhering to internal controls.
• Records journal entries and reviews staff journal entries, reviewing for accuracy and compliance with policy and principles.  
• Maintain entity level trial balances and intercompany schedules
• Assists external auditors and provides required statements and information for the annual audit.
• Verifies employee benefit invoices by verifying coverage and costs.
• Maintains a documented system of accounting policies and procedures; identifies and recommends updates to accounting processes and procedures.
• Understand and ensure processes are in compliance with internal controls and business processes, implement improvements as needed.
• May serve as project lead with supervision. Understands how to gain collaboration from other departments to compile information properly. Ability to present information for review. 
• Take initiative and leadership position in day-to-day assignments and on special projects.
• Communicate effectively internally and externally.
• Accomplishes staffing objectives by selecting, orienting, training, assigning, scheduling, coaching, counseling and disciplining employees; communicates job expectations.
• Performs all supervisory functions to effectively and efficiently manage the personnel assigned.
• This position may involve handling confidential and sensitive information as part of its daily responsibilities. Employees are expected to exercise discretion and protect all sensitive data, including but not limited to personal information, loan details, business and financial records, and proprietary materials.

Requirements

Successful candidates will possess:

• 6+ years of progressive accounting experience, including a minimum of 4 years supporting mortgage lending, private lending, real estate finance, or loan accounting operations. Direct lending industry accounting experience required.
• Hands-on loan accounting experience, including an understanding of loan-level transactions and their impact on the general ledger.
• ERP/accounting system experience in a complex, high-volume accounting environment.
• Strong experience with general ledger accounting, journal entries, reconciliations, month-end close, and financial reporting.
• Experience with multiple legal entities, intercompany transactions, and consolidations.
• 3+ years of people management experience leading accounting professionals.
• Advanced Excel skills and experience analyzing large datasets.
• Strong knowledge of GAAP, internal controls, and accounting policies and procedures.
• Bachelor’s degree in Accounting or Finance required; or a combination of education and experience.
• CPA preferred.

NECESSARY KNOWLEDGE, SKILLS, ABILITIES, AND COMPETENCIES:

• Strong organizational and multi-tasking skills 
• Flexible with the ability to adapt to changes quickly 
• Able to work under pressure and meet deadlines 
• Strong ability to prioritize projects in a changing environment 
• Able to work independently while working well with others
• Proven ability to process large data analysis with multi-entities that are complex and high volume driven
• Thinks ahead and anticipates needs based on prior experiences. Makes an effort to act in advance either to prepare for a situation or to prevent it. 
• Applies critical thinking and focuses on problem solving
• Highly personal, trustworthy with strong credibility 
• Skilled with financial management 
• Holds discretion and conducts themselves in the highest ethical standard 
• Possesses excellent verbal and written communication skills; simultaneously maintains a "big picture" view while being detail oriented 
• Able to build and maintain effective business relationships 
• Maintains strong levels of customer support in a complex environment 
• Effectively presents and communicates to executive level audiences

What’s in it for you:

Inspiring Culture: We have earned the reputation as an exceptional workplace, designed with the deepest intentions for you to thrive. We are committed to being a transparent environment where team members are encouraged to ask questions, be heard, and never stop learning. We foster an inclusive and supportive environment where creativity and innovation thrive.

Talent Development: We invest in our team members' growth and development. You will have access to ongoing training, mentorship, and opportunities to expand your skill set and advance your career.

Impactful Work: Join us in making a meaningful impact. At CV3, we are a team. A highly motivated group of dedicated, talented people, motivating each other and working together towards our shared and individual goals. We show up. Every Day. For each other and our customers.

Innovation: We embrace new ideas and technologies. You will have the chance to work on cutting-edge projects and contribute to solutions that shape our industry.

Work-Life Balance: We value work-life balance and understand the importance of a healthy and fulfilling personal life. We work with you to determine the best work style for you and CV3.

Benefits Package: We provide competitive compensation packages and comprehensive benefits to underscore our commitment to the well-being of our team.

• Health Insurance
• HSA Account
• Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity Insurance
• Dental Insurance
• VSP Vision Insurance
• Flexible Spending Accounts (FSA)
• Group Paid Life and AD&D Insurance Supplemental Coverage
• Company Paid Long-Term Disability and Short-Term Disability (Non-CA)
• 401 (k) Retirement Plan (2-Year Vesting)
• Legal Services
• Virtual Behavioral Health
• Employee Assistance Program (EAP)

Employee Perks: 

Beyond our comprehensive benefits package, CV3 provides a diverse array of advantages to our team members. 

These include PTO, birthday gift card and the day off, community outreach opportunities, access to Doordash’s Dash Pass, Employee discount program - Great Work Perks, an on-site dog park at our headquarters, company swag, stipends, and much more!

At CV3, we are committed to the principles of diversity, equity, inclusion, and equal opportunity. We build teams and grow talent that reflects the diversity of the clients and communities we serve. Diversity of background, experience, and perspective adds value and depth to our teams and creates better business results.

CV3 is an equal opportunity and affirmative action employer. We take pride in building a workplace culture where all team members feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws. Qualified applicants with arrest or conviction records will be considered in accordance with the ordinance and the California Fair Chance Act.

Experience counts, attitude matters. The range listed is just one component of CV3’s total rewards package for our team members. Other rewards may include quarterly bonuses, role-based incentives, and region-specific benefits. A team member’s position within the listed salary range will be based on several factors, including but not limited to relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs.

The job description outlined above reflects general details as necessary to describe the primary functions of this job, the level of knowledge and skill typically required, but should not be construed as an all-inclusive listing of work requirements. Individuals may be asked to perform duties other than those mentioned above to cover absences or relief in the appropriate department to equalize peak work periods or otherwise balance the workload.