Senior Accountant

Bellwether•Dallas, TX

9d•Onsite

About The Position

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 As a Senior Accountant you will help manage high-level accounting operations for our client’s real estate portfolios. This includes evaluating existing procedures and processes and innovating new and improved methods of reconciliations, reports, analyses, and budgeting. You will perform initial reviews of relevant investment agreements and must understand what information must be included in investor records. This role offers an exciting opportunity to lead transition meetings for each new asset or financing, liaising between the accounting and deal teams.

Requirements

A minimum of 3 years’ experience required
Highly proficient in business related software: Microsoft Excel, Word, Power Point, etc.
Bachelor’s degree required
CPA obtained or in progress with end date within 1 year of hire
Job Knowledge & Technical Ability: Strong technical knowledge in accounting, specifically within financial services and commercial real estate, including includes experience with REIT compliance, 10- K/Q reporting, and Sarbanes-Oxley compliance. 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.

Nice To Haves

Public accounting experience preferred, from a Big 4 firm, or similar
Experience in a client-facing role preferred
Investment accounting experience is highly desirable
Experience in MRI, Netsuite, or similar accounting system

Responsibilities

Maintain and analyze budgets, prepare periodic reports that compare budget to actual
Update and maintain investor records for the entire portfolio of investments
Prepare and review capital activity for capital calls and distributions
Establish and maintain strong internal controls to ensure Sarbanes-Oxley compliance
Make informed recommendations to improve the efficiency and accuracy of accounting processes
Lead transition meetings between deal teams and accounting to effectively onboard each new asset or financing
Conduct technical accounting research ensuring all internal accounting standards are current
Build and maintain strong relationships with external auditors and internal partners