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SalaryWoodmont Real Estate Services is a premier asset and property management company, we're proud to offer Northern California over 50 years' experience managing a diverse portfolio of commercial and multifamily properties. We're renowned for our hands-on management approach, marketing know-how and in-depth knowledge of submarkets throughout the region. It's what's allowed us to create unique strategies that are truly custom to each property.
Our Mission: To add value to our clients by providing superior service to all who live and work at the properties we manage. To achieve this goal, we create an exceptional professional environment for all associated with our organization.
All are welcome here. We respect and honor differences in gender, race, age, faith, ethnicity, sexual orientation, and gender identity. Because we all thrive when our differences are valued.
Values: Integrity, Excellence, Respect, Loyalty, Diligence, Teamwork
Position Summary:
The position is primarily responsible for the financial reporting of all related corporate entities.
Principal Accountabilities and Essential Job Functions:
Denotes "essential functions" in accordance with the guidelines of The Americans with Disabilities Act. The essential functions of this position include, but are not necessarily limited to, those specifically identified in this description. The position and its essential functions may change over time and these changes may not necessarily be reflected in this job description. The Company may, at its sole discretion, add to, delete, change, or expand the essential or marginal functions of the position.
- Provides financial data and insights to support strategic planning during the budgeting process.
- Analyzes financial data to identify trends, anomalies, and areas for improvement for the company.
- Provides recommendations to management/CFO for cost reduction or revenue enhancement.
- Evaluate current corporate accounting procedures and provide recommendations for greater efficiencies.
- Develops and maintains a corporate accounting manual.
- Responsible for overseeing and/or supervising other accounting personnel.
- Process day to day corporate transactions in accordance with GAAP utilizing RealPage software.
- Property management fee collection and recording in RealPage and in Excel.
- A/R billing for property bill backs.
- Check scanning to bank for all corporate cash receipts.
- Accounts Payable processing for all corporate entities: coding, workflow coordination and payment of all corporate invoices utilizing both RealPage and AvidXchange.
- Prepare and analyze all monthly and annual reports supporting schedules for four corporate entities.
- Scheduled monthly preparation of all regular and ad hoc management reports (due by the 20th every month).
- Prepare monthly corporate budget variance report for 4 corporate entities.
- Evaluate significant accounting transactions; research and implement relevant accounting technical standards.
- Bank reconciliations for all corporate entities and payroll accounts.
- Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements.
- Generate financial reports for internal and/or external stakeholders.
- Ensure accurate and timely reporting of financial information.
- Manages cash flow and cash requirements for four corporate entities.
- Manages and creates various reports utilizing the payroll system (Ultimate Payroll) and providing detailed analysis on specific properties and/or employees.
- Manages the auditing process by collaborating with external auditors and providing information to support the annual tax return, audit and review.
- Oversee and prepare four annual corporate entity budgets.
- Assists the CFO with calculating year end Shareholder distributions and maintain appropriate worksheets.
- Monitor and maintain shareholder ownership schedules, options and note receivables.
- AvidXchange Administrator for all corporate entities. Work with CFO to determine best practices for better paperless invoice processing to reduce corporate to property billbacks.
- Any other responsibilities that may be assigned from time to time.
Work Environment:
The work environment characteristics described here are representative of those which an employee may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of their position.
While performing the duties of this job, the employee will be working in a standard office environment. The noise level in the work environment is usually moderate.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee may lift and/or move up to 15 pounds. Employee should seek assistance for any heavier items. While performing the duties of this job, the employee is regularly required to sit, stand, walk, talk, climb stairs, hear and occasionally kneel or crouch.
Minimum Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability generally required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Education/Experience: Requires a minimum of a 4-year degree, preferably in Business/Accounting or a bachelor’s degree with relevant work experience.
- Language Ability: Effective oral and written communication skills with customers, coworkers and management. Ability to read and comprehend reports and invoices. Ability to write basic correspondence.
- Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with adversity and come up with effective resolutions.
- Computer Skills: Must have excellent computer skills including advanced knowledge of Excel (Vlookups, pivot tables, IF formulas), Google Suite, and Microsoft Office. A minimum of 2 years of accounting software experience. RealPage, AVID, and UKG experience is a plus.
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, bonuses, proportions, percentages. Ability to apply concepts such as fractions, percentages, and proportions to practical situations.
- Certificates, Licenses, Registrations: CPA or progress toward obtaining CPA certification preferred.
Skills and Requirements for position:
- Detail-oriented.
- Must be well organized and effective at prioritizing multiple projects with shifting deadlines. Knowledge and experience of RealPage, AvidXchange and MRI a Plus.
- Must be a self-starter and willing to assume ownership of assigned projects and duties.
- Excellent written and verbal communication skills needed.
- Strong analytical skills and attention to detail required.
- Possess the highest level of discretion and confidentiality.
Subordinate Jobs reporting to this position, if any: None
Salary: $100,000 - $110,000 annual
The company considers a variety of factors when determining base compensation, including experience, qualifications, and geographic location. These considerations mean actual compensation will vary. This position may also be eligible for a discretionary bonus (eligibility may vary based on role), vacation and sick time off, and a benefits package.
Comprehensive Benefits Package Offered:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Commuter Benefit
- FREE Mental Health, Financial, Legal & Wellness Services
- Cell Phone Reimbursement
Woodmont is an E-Verify employer and will provide your Form I-9 information to the authorized government agency to confirm that you are authorized to work in the U.S. For more information, please visit E-Verify.
Equal Opportunity Employer
