Finance Specialist

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TYPE OF WORK

Full Time

SALARY

DOE

HOURS PER WEEK

40

DATE POSTED

Dec 2, 2024

JOB OVERVIEW

*Applicants who will not follow instructions will not be considered*


A well established, rapidly growing residential real estate company in the District of Columbia (Washington, DC) is seeking 3 Finance Specialists with a deep understanding of financial management who is responsible, organized, detail oriented, and reliable to join our fun/hard working team. You must have excellent communication skills.

Job purpose:

The Finance Specialist (FM) will work directly with the financial team to manage the financial records of multiple companies (a “Portfolio”). The FS will be responsible for reviewing, making corrections, and final production of all financial records for each company in their portfolio. The FS will also be responsible for writing (in the future with AI aid) monthly financial reports for companies of a certain size and interacting with the Board of Directors for the companies in the Portfolio. This position requires an extremely detail orientated person with significant knowledge of accounting.

More specifically, we manage residential homeowner associations. Each association is an independent business with a set of books. Each association is overseen by an independent Board of Directors (BOD). The EJF Finance Department is charged with properly executing all financial activities related to the business and presenting correct financial reports to the BOD. The financials must be accurate for the Board to make well-informed decisions. The FS will not be executing the daily transactions but will work with the team to answer questions and ensure the final product each month correctly represents the finances of the association. The FS will be reviewing GL’s, statements of revenue and expenses, and balance sheets on a consistent basis to resolve issues or fix errors and ensure each element on the financial reports is accurate. The FS will be responsible for answering questions related to all financial aspects of each association both internally (to fellow team members) and externally (client facing). This job is for individuals who want to be the “CFO” of multiple companies, work consistently, and be the point person for finances.


Duties & Responsibilities:

- Responding to team member questions about transactions.
- Approving invoices over $10,000.
- Guiding Team members on SOPs for all financial procedures, constant review of procedures, and implementation of new or more efficient processes.
- Responding to questions from Board of Directors.
- Monthly activities include detailed review of all financial statements for accuracy, executing corrections, and performing other duties to close the books each month.
- Analyze financial results and post information into monthly reports for the Executive Team.
- Manage regular preparation of relevant management reports, including weekly, monthly, quarterly and year-end reports.
- As needed, post various journal entries, prepare account reconciliations, and provide general ledger support.
- Preparation of the annual budget for companies in the Portfolio (with support from the Special Projects department) and present them to Boards of Directors.
-Be familiar with and assure administrative tasks are properly executed for Portfolio properties (tax payments, EOY tax returns, government filings, etc.)
- Support any audits for companies in the Portfolio.
- Will be part of the Financial Team and work collaboratively with team members. Attend required weekly meeting and, participate by setting goals and completing assigned tasks.
- Must be able to analyze data, problems, and issues, formulate solutions, and execute the solutions.
- Perform other duties as assigned.


Qualifications:

- Bachelor's degree in Accounting, Business Administration, or related field required.
- CPA is a bonus.
- 5-7 years of accounting/analyst experience is REQUIRED (you will take an accounting test).
- Experience managing all financial aspects of a company is PREFERRED.
- Candidate must have a knowledge of how US businesses operate (financials, taxes, etc.)
- MUST HAVE 5 years minimum working in real estate related activities (property management, residential/commercial investment property, accounting in a real estate company, etc.)
- Extensive knowledge of accounting principles.
- MUST be highly proficient in Excel.
- MUST be fluent in English and have excellent writing skills (No accent).


Preferred Education and Experience:

- Proficient at Microsoft Office Suite and specifically Excel.
- Must be well organized and a self-starter.
-Proficient in Vantaca is a bonus.
- Detail oriented, professional attitude, reliable.
- Strong problem-solving skills, accounting principles knowledge, documentation. skills, research and resolution skills, data analysis and multi-tasking skills.
- Ability to communicate effectively verbally and in writing.
- Ability to interact with employees and vendors in a professional manner.
- Ability to work independently and with a team in a fast-paced and high-volume environment with emphasis on accuracy and timeliness.


Working Conditions:

This is a full-time position, and hours of work and days are Monday through Friday, 9:00 a.m. to 6 p.m. Occasional evening and weekend work may be required as job duties demand.

How to apply:

1. Please check out website: www.ejfrealestate.com
2. Send me an email attachment with you updated resume in PDF format.
3. Please include your hourly rate in USD.
4. Please indicate if you're a CPA.

Kindly send your application to christine.ledesma@ejfrealestate.com. On the subject line, kindly indicate the position Finance Specialist - your name.

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