Senior Accountant, Special Projects

Hoar•Birmingham, AL

About The Position

The Senior Accountant, Special Projects, is responsible for accounting, financial reporting, cash management, and financial administration for designated related-party entities, trusts, LLCs, investment holding companies, real estate interests, and other special projects. The role maintains accurate financial records, prepares timely financial statements and analyses, coordinates with external tax and financial advisors, and supports financial and investment-related decision-making. It works closely with executive leadership, tax professionals, financial institutions, investment advisors, and other external partners, and requires accuracy, discretion, independent judgment, and confidentiality.

Requirements

Bachelor's degree in Accounting, Finance, or a related field required.
3–5+ years of progressive accounting experience, including financial statement preparation, general ledger accounting, account reconciliations, and month-end close.
Strong knowledge of GAAP and financial reporting principles.
Strong analytical and problem-solving skills.
High degree of accuracy and attention to detail.
Advanced Microsoft Excel skills, including analyzing financial data, performing reconciliations, and developing financial schedules and reports.
Proficiency with Microsoft 365 and accounting and financial reporting systems.
Ability to independently manage multiple entities, priorities, projects, and deadlines.
Ability to research issues, identify discrepancies, and recommend appropriate resolution.
Ability to communicate financial information clearly and effectively.
Ability to work professionally with executive leadership and external advisors.
Demonstrated discretion and ability to safeguard highly confidential financial and business information.
Ability and willingness to learn, adopt, and implement new technology and financial processes.

Nice To Haves

CPA or CPA candidate preferred.
Experience with multi-entity accounting, investment accounting, real estate, private equity, family office accounting, or public accounting preferred.
Experience working with financial institutions, tax professionals, investment advisors, or other external professional service providers preferred.

Responsibilities

Maintain complete and accurate accounting records for designated related-party entities, trusts, LLCs, investment holding companies, real estate interests, and other assigned entities.
Prepare monthly, quarterly, and annual financial statements, reports, and supporting schedules.
Perform account reconciliations, including cash, bank, brokerage, investment, and other balance sheet accounts.
Record and reconcile investment activity, including capital calls, distributions, dividends, interest income, investment activity, and investment management fees.
Coordinate bill payment, cash management, funding requirements, and other treasury-related activities.
Maintain financial records and supporting documentation related to private investments and real estate holdings.
Assist with real estate accounting and financial reporting.
Coordinate with external tax professionals and prepare schedules, records, and supporting documentation for tax preparation and related reporting requirements.
Coordinate with banks, investment advisors, attorneys, tax professionals, and other external service providers as needed.
Maintain appropriate documentation and internal controls over financial transactions and records.
Research and resolve accounting discrepancies and unusual transactions.
Prepare financial analyses and special reports to support executive decision-making.
Identify opportunities to improve accounting, reporting, and technology-enabled processes.
Maintain strict confidentiality of financial, investment, entity, and other sensitive information.
Perform other accounting and special project responsibilities as assigned.