(Charlotte, NC)

Back to Open Positions Filed in Accounting

Summary of Position

Responsible for assisting the Investments accounting team in all financial reporting and accounting related services required of corporate accounting.

Principal Duties and Responsibilities

  • Assist with the consolidation accounting, reporting and financial control functions for real estate funds
  • Complete monthly, quarterly and annual close process, including journal entry input and assist with variance analysis preparation
  • Assist with preparation of financial statements and financial information for reporting to the corporate office and investment partners
  • Assist with investor-specific reporting requirements
  • Coordinate with the accounting department, auditors, and tax team to assist with annual audits and tax compliance for the funds
  • Assist with monthly equity draw package review for each asset and compiling a consolidated monthly draw to be delivered to our investors
  • Manage cash balance on bank accounts and prepare wire transfer requests
  • Assist with ad hoc requests or questions from investors and internal team members
  • Assist with REIT compliance and review on a monthly/quarterly/annual basis
  • Develop, implement and maintain appropriate financial and administrative systems and processes for the funds

Education and Experience Requirements:

  • Bachelor’s Degree required.
  • CPA preferred.
  • Strong accounting/financial background. Knowledge in Real Estate is a plus.
  • REIT and IFRS experience is a plus.
  • Advanced PC skills, including use of Excel.
  • Timberline or JD Edwards accounting software experience is a plus.
  • Excellent analytical and written skills.
  • Strong communication and supervisory skills.
  • Strong work ethic, team player.
  • Hands-on individual.
  • Interact well with co-workers.
  • Ability to lead and manage others.
  • Work in a fast paced and fast changing environment.

Physical Requirements

This is primarily a sedentary office position which requires the ability to work in excess of eight hours per day in the confined quarters of an office.  Also requires the ability to bend, stoop, reach, lift, and move and/or carry items less than 25 pounds.  Finger dexterity in operating a computer keyboard and calculator.  Office work requires sitting at a computer monitor for extended periods of time, completing paperwork and to receive/return phone messages. 

Additional Requirements

  • Ability to work in excess of 8 hours per day and/or 40 hours per week as needed to meet deadlines.
  • Ability to work evenings and weekends as needed.
  • Arrive to work on time.
  • Follow directions from a supervisor.
  • Interact well with co-workers.
  • Understand and follow posted work rules and procedures.
  • Accept constructive criticism.

This description outlines the basic responsibilities and requirements for the position noted. This is not a comprehensive listing of all job duties of the Associates. Duties, responsibilities and activities may change at any time with or without notice.

Apply Now

  • Personal Information

  • Application Details