Staff Accountant

Founders 3 Management Company•Brookfield, WI

About The Position

The Staff Accountant is responsible for completing all aspects of financial management and reporting for a portfolio of managed assets. The role supports monthly accounting close and reporting, financial analysis, cash management, tax filings, and year-end financial statements. The accountant works with operational managers, other accountants, clients, corporate personnel, auditors, and tax accountants to provide accurate financial information and high-quality customer service. Founders 3 offers a training program to support growth in the position.

Requirements

  • Bachelor’s degree in Accounting and at least 2 years of related experience, or an Associate’s degree in Accounting and at least 4 years of related experience.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Suite products.
  • Strong organization, multitasking, and time management skills.

Nice To Haves

  • Strong working knowledge of QuickBooks Online, Yardi One, AvidXchange, or other property or marina management software.

Responsibilities

  • Complete monthly accounting close, balance sheet schedules, and reconciliations, and prepare timely and accurate financial and operating report packages for an assigned mixed portfolio.
  • Analyze financial statements and financial health, providing monthly analysis in addition to reports.
  • Work with Operational Managers, Accountants, clients, and corporate personnel on customer service, budgets, year-end reconciliations, and financial reports.
  • Perform cash management functions, including bank reconciliations, cash flow projections, bank transfers, owner distributions or cash sweeps, and payment processing.
  • Handle utility and tenant bill-backs.
  • Prepare, file, and pay sales and use tax returns for applicable properties.
  • Collaborate with auditors and tax accountants to ensure quality year-end financial statements.
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