Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas.
Overview
The Analyst, Accounting will collaborate with both our accounting and real estate asset management teams. This unique role will primarily support the accounting team while also sharing responsibilities with the equity asset management team to assist in executing business plans across various asset types.
Key Responsibilities
- Manage the month-end close process;
- Develop standardized processes to report consolidated fund-level accounting and performance data to internal users against tight deadlines;
- Complete thorough reviews, find variances, and provide explanations for any variances within property financial statements;
- Perform reviews for consistency and accuracy in connection with the accounting reporting process;
- Identify areas for process improvement, enhanced controls, standard templates, and best practices – reporting is to Oaktree and primarily encompasses cash management;
- Assist in the proactive monitoring and management of equity investments in an income-focused portfolio across a variety of property types;
- Review and analyze investment business plans, leasing activity, third-party appraisals, and monthly property operating performance;
- Assist with the quarterly production of client-focused investment reports, inclusive of performance summaries, action items and KPIs; and
- Assist with regular and ad hoc KPI tracking required for client internal-use and fundraising efforts
Professional Experience
- A minimum of 3 years’ relevant experience
Education/Certification
- Bachelor’s degree required, preferably in accounting or business-related field
- CPA obtained or in progress with end date within 1 year of hire
Essential Skills & Competencies
Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:
- Job Knowledge & Technical Ability: Advanced accounting and analytical skills. Strong technical
knowledge in accounting, specifically within financial services and commercial real estate. Ability to
read and analyze investment and lease agreements.
- Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve
problems, and improve processes and/or services. Self-directed, takes initiative and responsibility,
ensures completion of tasks.
- Communication: Excellent verbal and written communication skills; strong listening and interpersonal
skills. Highly effective at preparing and presenting information.
- Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres
to company policies. Promotes a collaborative and productive work environment. Demonstrates team
building, support and respect.
Travel Requirements
- Local travel to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list.
Position Details
- Classification: Exempt
- Position Status: Regular / Full Time
- Reports To: SeniorVice President, Accounting
- Direct Reports: No
Physical and Mental Demands
- While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
- Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
- Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
- Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
- Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
- Ability to interact in a courteous professional manner at all times.
- Regular, predictable attendance is required.
- The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Work Environment
- No hazardous or significantly unpleasant conditions (such as in a typical office).
- Moderate noise (i.e., business office with computers, phones, printers and light traffic)
- Indoor business office environment with windows; light foot traffic within work areas
- The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Benefits
- We offer a comprehensive benefits package that includes:
- Employer-paid Medical, Dental & Vision, with buy-up options available
- Flexible Spending Account, Health Savings Account
- Carrot Fertility Benefit - $10,000 lifetime benefit
- 401k company match 4%, immediately vested
- Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
- 14 weeks Maternity Leave & 12 weeks Parental Leave
- Wellbeing program offerings
- Cell phone reimbursement
- Engaging team events & holiday parties
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Intent of Position Description
This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.
Equal Opportunity Employer
Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.
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