Financial Portfolio Manager

2 weeks ago


Newton, United States Creative Financial Staffing Full time
Accountant III Opportunity

Creative Financial Staffing is partnering with a property management company outside of Boston to find an experienced Accountant III to join their team. This role is responsible for overseeing the accounting and financial reporting for condominium, cooperative, and homeowner's association Property Management clients, while also taking a hands-on approach to the accounting processes for a portfolio.

Key Highlights:
  • Long-term client relationships with an average of over 12 years
  • Family-run business offering full-service property management, accounting, and financial services
  • Flexible work hours and accommodating family needs
  • Tuition reimbursement and hybrid schedule
Responsibilities:
  • Managing the daily activity and monthly close of all properties/cost centers in assigned portfolio
  • Supervising a team of staff property accountants in their daily/monthly processes
  • Payment of all invoices and related cash management entries
  • Creation and posting of adjusting journal entries and accruals
  • Reconciliation of related bank accounts
  • Maintenance of key accounting schedules
  • Preparation and review of balance sheet and P&L activity with supporting schedules
  • Delivering financial information and communicating with internal and external stakeholders
  • Preparing monthly financial reporting packages for trustees of assigned associations
  • Collaborating on year-end financial statements, audits, and tax preparation
Requirements:
  • Bachelor's Degree in Accounting, Finance, Business, or related field
  • 2+ years of senior accountant experience
  • Previous experience in portfolio/property accounting, condominium real estate preferred
  • Prior experience with Yardi is highly preferred
  • Ability to work independently and in a team-oriented environment

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