Client Accounting Assistant Controller

The Client Accounting Assistant Controller will also perform Manager functions on certain properties. Over time, the Assistant Controller functions should grow, and the Manager functions decrease. It is also the responsibility of the Assistant Controller not only to exhibit legendary customer service when communicating with tenants, prospective tenants, owners, and vendors but also to focus on productivity and results.

ESSENTIAL JOB FUNCTIONS

• Direct and manage professional staff daily.  Responsible for staff organization, as well as, screening, hiring, supervising, mentoring and training staff as needed.  This may include initiating disciplinary actions, including terminations.

• Continually evaluate efficiencies and effectiveness of the client accounting function, processes, policy and look for ways to improve.  Work with Property Management team leaders to identify room for improvement in the teams working relationship and communication process.

• Provide Treasury Management oversight, disbursement approvals and signatory on client bank accounts.

• Review/Audit monthly accounting calendars to ensure that staff is appropriately controlling project deadline flow, that all reporting deadlines, special payments (e.g., mortgages and taxes) and owner requirements are documented and met. Perform on-going audit reviews of financial reports, reconciliations and all financial information prepared by the accounting staff and/or the property management staff to ensure compliance with Owner Policies and Procedures and the Management Agreement.

• Frequent communication with the Owner Representative(s). Participate/organize client communication calls as needed.

• Lead transitions to and from Transwestern. Supervision of new project takeovers and appropriate due diligence, coordinating the same with members of property management to ensure that all Owner/Client requirements are documented and met.

• Communicate effectively with internal and external auditors, tax preparers and team members as required.

• Perform or assume additional client accounting duties as assigned. 

POSITION REQUIREMENTS

• A bachelor's degree with emphasis in accounting, finance or related field.

• A minimum of 6+ years of recent fee-based property management accounting experience preferred.

• A minimum of 3+ years of recent accounting department management experience.

• Advanced knowledge of financial terms and principles including knowledge of current accounting methods (cash and basic accruals). Ability to apply generally accepted accounting principles (GAAP).

• Advanced knowledge of the budget reporting requirements of each Owner and participate/assist in the preparation of the annual budget with members of property management.

• Advanced knowledge of the escalation and operating expense budgeting and settlement process, including the calculation of “gross-ups”, and participate/assist in the preparation of the actual settlement schedules.

• Advanced knowledge of Transwestern internal controls and ability to supervise, review and train as needed.

• Advanced understanding of Owner Policies and Procedures, TW Accounting Policies and Procedures, and prepare detailed checklists and other tools to insure proper recording of financial transactions in accordance with all policies and procedures.

• Applicable experience in real estate accounting software packages, preferably with MRI and/or Yardi.

• Advanced proficiency with Microsoft Word, Excel, and Adobe.

• Demonstrate strong analytical capabilities with a high attention to detail.

• Ability to handle multiple projects, changing priorities and demanding, time-sensitive, work load(s).

• Ability to provide direction and effectively manage objectives of the client accounting team.

• Ability to provide efficient, timely, reliable and courteous service to internal and external customers.

• Ability to keep information and internal communications confidential.

• Exhibit excellent verbal and written communication skills.

• Must be able to remain in a stationary position 50% or more of the time/constantly operate a computer and other office productivity machinery (ex. a calculator, copy machine, computer printer) or, by request, be provided reasonable accommodations to perform the essential functions of the position.

• Travel may be required.