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SalarySenior Accountant – Family Office
The Lewis Group of Companies, one of the largest real estate developers and property management companies in the nation has an immediate opening for an experienced Senior Accountant to join the accounting team at the corporate office in Upland, CA.
Running the gears of the company! In your role, you would report to the Family Office Accounting Manager and join a great team of Accounting stars who track the numbers, watch the details, and keep it all moving. You will prepare and review monthly, quarterly, and annual reports and activity for assigned trusts, private companies, and individuals.
You are qualified and will thrive in this role if you:
- Have 4+ years of accounting experience
- You’re a specialist in accounting, ready to add your insight and experience to our team.
- You are comfortable with analyzing data to make informed conclusions.
- You can prioritize competing tasks and apply keen judgement
- You have a willingness to learn new software
- Have solid skills with MS Excel
Some of your duties will include:
- Posting monthly income, contributions, distributions & monthly interest accruals on notes
- Posting monthly note amortization and updating discount worksheets
- Preparing and reviewing a weekly cash report
- Preparing and reviewing monthly bank reconciliations
- Preparing quarterly accounts receivable and accounts payable analysis reports
- Preparing monthly and quarterly correspondence reports for family members
- Preparing quarterly & year-end financial statements
- Preparing annual budgets and cash flow forecasts as needed
- Keeping files up to date on support for notes, lines of credit, assets, insurance, and authorization forms
- Providing information to owners and officers, while preparing various ad-hoc analyses and reports
- Training new team members
- Note: These responsibilities are a general summary of the job duties performed. Other duties may be required, as needed.
An Accounting or similar 4-year degree is preferred, along with experience on an accounting team. Experience with Quickbooks is a big plus.
Salary & Perks: In addition to a competitive hourly wage ($35-$38/hour depending on experience), Lewis offers a variety of medical and dental benefits, annual bonus and pay increase eligibility, a 401k savings plan with company match, $60/month cellphone allowance, apartment discounts, paid holidays, vacation time, continued training, advancement opportunities and much more!
The Lewis Group of Companies is an Equal Opportunity Employer and encourages applicants with diverse backgrounds to apply.
