Controller Opportunity:

Must Have Highlights:

• Full Month End Close
• 5+ Years as Accounting Supervisor/Manager
• Manufacturing background
• Advanced in Excel

Controller Opportunity

Creative Financial Staffing has recently partnered with a local company located in Houston, TX. Are you ready to join this incredible team?

About the Controller Opportunity:

• Opportunity to handle reporting and analysis for two companies
• PE Backed
• Manufacturing industry

Perks of the Controller role?

• Visible & Direct point of contact with CFO
• Working with a hands on leader who is passionate about mentoring others
• Career Development Opportunities
• Fantastic benefits package!

Overview of the Controller role

• Manage the month end close for two companies

• Cash Forecasting
• Managing Accounts Payable and Accounts Receivables
• General Ledger Reconciliations are completed timely
• Ensure all Inter-Company transactions are recorded and balanced, with eliminations occurring where necessary
• Maintain Fixed Asset Registers
• Strong grasp of GAAP Accounting Policies
• Effectively manage accounting staff
• Excellent skills in complex problem solving, planning, and program development
• Experience in assessing, evaluating and recommending technical solutions

Preferred Qualifications for the Financial Analyst :

• CPA preferred but not required
• 8+ years of supervising a team
• ERP Implementation Experience

Associate Investment Manager – Asset Management Opportunity

Creative Financial Staffing has recently partnered with an outstanding organization that has been around for over 100 years! The company is located in Houston, Texas.

About the Associate Investment Manager – Asset Management Opportunity:

The associate investment manager, asset management will be responsible for helping the real estate team to execute the long-term vision for, and maximize the long-term performance of real estate assets owned directly by the Endowment. The primary focus of this role will be working in conjunction with senior leaders, the associate investment manager, asset management will help drive long-term planning efforts and develop a multi-year strategy for the cultivation of a premier retail and mixed-use destination. This individual will assist with major property-level activities including asset operations, leasing, capital improvements, and financial performance. Finally, a successful candidate will embrace RMC’s overall investment mission and have the desire and skills to participate in investment analysis and special projects for the real estate assets owned directly by the Endowment.

Must Have Qualifications

• Bachelor’s Degree in Accounting or Finance
• 4 years of real estate industry or asset/portfolio management
• Excellent oral and written communication skills

Overview of the Associate Investment Manager – Asset Management role:

• In cooperation with leadership, aids in execution of the long-term vision and strategic plan for the positioning and management of Rice Village
• Assists in preparation and execution of annual asset-level business plans & annual operating budgets including leasing and capital project forecasting
• Supports senior real estate team in implementing strategic leasing plan through oversight of third-party leasing team & marketing efforts, and supporting and/or conducting lease negotiations with careful consideration of tenant mix, diversification, credit requirements, target rents, and institutional documentation,
• Assists in coordination with third-party property managers to identify operational issues and opportunities, and implement strategies to maximize ongoing performance
• Performs preliminary reviews for proposed tenant improvement expenditures and other capital expenditures at the properties

Preferred Qualifications for the Associate Investment Manager – Asset Management:

• MBA Degree
• Excel pro forma modeling experience
• Proficiency in Argus
• Commercial real estate and portfolio management

About the Company and Opportunity:

• Our client is a successful, small family office.
• Due to retirement (after 30 years) and future growth plans, the role is open!
• The client is looking for someone interested in investments and would love to learn more about running a family office.
• Become the right-hand person to the Partner.
• Bring the current outsourced function of accounting back in house.
• An opportunity to expand on your accounting skills and actively participate in the challenge and management of significant assets.
• Work closely with the Chief Investment Officer, and head of the family office.
• A small family office work environment focused on having fun, integrity, flexibility, and respect.

Summary of the role:

Unique opportunity for someone with a disciplined academic and accounting background to become integrally involved in all aspects of a small family investment office, including public and private investing, charitable giving, trust management, and operations. The ideal candidate would have an accounting background with strong organizational skills dedicated to attention to detail which enables seamless coordination with outside professionals (accountants, tax, legal, insurance, etc.), and become an integral part of the team executing the firm’s strategic goals. They are not afraid to step in and take charge in a thoughtful manner to improve office operations and organization.

Overview of the Accounting Supervisor Role:

• Manage the accounting, control, and information access functions which are all foundational requirements to run an active investment management office.
• Manage the monthly, quarterly, and annual accounting closing process including but not limited to account reconciliations, bank account reconciliations, and various other journal entries.
• Manage the treasury function including review of daily cash to ensure entities have adequate liquidity to fund all capital commitments.
• Review and coordinate approval for daily/weekly wires and internal transfers.
• Coordinate all internal tax material (public and private investment filings, foundation activity, etc.) and support outside accountants in tax preparation.
• Oversee part-time resources as needed to manage basic office administrative tasks.

Preferred Qualifications for the Accounting Supervisor:

• Minimum of 3 years of accounting experience with reputable accounting firms or corporations.
• The family office, banking (including Trust management), or investment company experience is preferred.
• High attention to detail and compulsively organized.
• Uncompromised reputation for discretion, honesty, and personal integrity.
• Ability to multi-task and enjoy its challenges.
• Someone who wants to have fun, but also values hard work.

Our client, a rapidly growing SaaS company that is taking the world by storm is seeking a Senior Accountant to join their growing team. The first of its kind; now is the time to get in on the ground floor of this awesome company that has an IPO on the horizon! 

Why work for the company:

• Dynamic/all-encompassing role- ability to expand skills and work closely with the business
• Company is growing at a MASSIVE rate & changing the landscape for ecommerce  & digital merchants
• Company offers a very innovative service to their customers- The FIRST of their kind
• Extremely strong financial backing
• Great group of people that are innovative and think OUTSIDE the box… or better yet, think like there is NO BOX! 
• A company that believes if they aren’t having fun, they aren’t doing it right!

What will the Senior Accountant do?

 The Senior Accountant will perform a variety of accounting activities and assist with special accounting projects related to the fast-paced growth of the business.  This includes the monthly GL close process, preparing & recording journal entries, reconciliations, analytical research, audit requests, and Microsoft Dynamics general ledger activities. Strong analytical skills are a must. The role may also include various Special Projects which requires communication and collaboration with other teams and or team members

• Participates in the month-end close process and support monthly close activities, including calculating and processing monthly accrual and deferred expense journal entries and performing a detailed level review of operating results and statistics.
• Performs & reviews account reconciliations and journal entries to ensure accuracy and validity of accounting transactions and company books and records.
• Performs allocation of costs between various business units
• Performs special projects as assigned by management including design and implementation of internal financial reporting, identifying process improvement opportunities, and suggesting/implementing potential solutions.
• Responds to internal and external auditor requests for support documentation.
• Supports effective operation of company internal controls.
• Application of GAAP, internal accounting procedures and best practices in support of structured financial control environment.
• Active involvement in ongoing ERP system implementation and assists in resolution of accounting system-related issues.

What we need in a Senior Accountant:

• Bachelor’s degree from accredited college or university in accounting or related field. Advanced degree or CPA preferred.

• Minimum of 3 years in a similar role in a business of similar size and complexity.
• Ability to gather and analyze/synthesize data, confirming its accuracy and adequacy as an integral part of the collective analysis/synthesis process.
• Knowledge of financial accounting, purchasing and management systems.
• Ability to multi-task and establish priorities.
• Effective communication, team working and organizational skills. Good interpersonal skills.
• Work effectively independently or as part of a team on projects.
• Effective leadership and influencing skills and practices.
• Exercise sound judgment and make decisions in a manner consistent with the essential job functions.
• Experience with Microsoft Dynamics, Avalara, Certify, and/or Bill.com.
• Proficiency in Microsoft Excel at an advanced level (uses financial and logical functions; work with multiple worksheets and workbooks; import and export information).

Controller- Real Estate Investment & Development

Our client is one of the hottest Austin-based real estate investment & development firms. We are seeking an experienced Controller or Accounting Manager ready for the next step into a Controller role to support their growth. If you are an openminded & resourceful accountant that consistently seeks new or creative ways to do your job more efficiently you may be the right fit for this group. This is a hands-on Controller role where you will be very involved in the day to day functions as well as oversight and leadership of the team.

PERKS OF THE CONTROLLER:

You are joining an innovative real estate investment company who strives to positively impact people and communities through their projects. Their projects include mixed use, residential, retail, and workplace in the hottest areas of Austin. Many of their projects utilize buildings that have lost their luster but have the most interesting and beautiful architecture and “bones”. Their specialty is bringing those building back to life!

Culture is extremely important to this group. They are a high performing team and want others with a strong work ethic to join their team. Work life balance is also important to the team and you can expect to work an average of 40-45 hours weekly. The leadership team treats their employees with respect and wants to reward them for their hard work- the company continued growing and gave out bonus in 2020!

Not only does this company have amazing projects that allow you to see the direct impact of your work but they are also passionate about giving back to the community.

WHAT THE CONTROLLER WILL DO:

The Controller will oversee and maintain financial reports, records, and GL, as well as reviews budgets and performs general accounting for complex projects and properties managed by the company.

• Full-cycle monthly, quarterly, and annual accounting of operating real estate portfolio and development projects
• Monthly and quarterly financial statements and supplemental reporting
• Preparation and posting of monthly bank recs
• Daily or weekly cash management cycle for multiple bank accounts
• Monthly balance sheet reconciliation including follow-up of outstanding AR/AP
• Monthly review of GL expenses & all AR/AP prior to posting
• Monitor and review monthly receivables for accuracy, adjustments, and/or corrections
• Review and activate leases in Yardi
• Assist property management team with tenant ledger maintenance
• Review and post monthly commercial billing for income-producing properties
• Property Budgeting – Lead budget entry/review process and validate work of staff.
• Prepare and post monthly, quarterly, and year-end expense and income accruals, utilize budgets to analyze variances
• CAM -Review and post prior-year reconciliation charges annually.
• Maintain loan management spreadsheet & REI
• Maintain investor preferred return schedule monthly
• Closeout of WIP development projects
• Assist with capital draw requests for construction and development and prepare supplementary reports as needed with support from team.
• Filing of quarterly sales tax returns on an as needed basis
• Prepare partnership distributions for VP review & prepare annual GAAP/Tax/Equity reconciliations for review by Accounting Manager and VP of Accounting.
• Implementation of internal controls
• Preparation of management company and asset management company financials.
• Consolidations & intercompany transactions
• Maintain asset amortization and depreciation schedules
• Management and oversight of accounting team

WHAT WE ARE LOOKING FOR IN A CONTROLLER:

• BS in Finance or Accounting required
• 6+ years in public accounting- audit or tax OR equivalent experience in property accounting with retail, office, and mixed-use properties.
• Yardi Experience a plus
• CPA required