About the Company and Opportunity:

• Outgoing, Friendly and Family oriented Company
• Very visible role reporting to VP Controller
• We have worked with this company for over 15 years with multiple successful placements!
• An international publicly-traded company that Conducts business in over 20 countries
• Convenient location in Southwest Houston
• Core hours are 9 to 4 pm
• Currently on a hybrid schedule with 3 days in the office
• The company offers a wide array of services & they pride themselves on providing the highest excellent in service
• They offer excellent benefits, including 401K, team member discounts, company-paid healthcare, career advancement, flexible spending account, and highly competitive base salaries

Overview of the Analyst role:

• Collaborates with operational management to develop annual budgets and track results to budget on a monthly basis
• Prepares management reports including KPI’s and variance analysis with explanations
• Monitors inventory levels and effectively manages inventory levels and costs
• Prepares trend analysis and suggests improvements to management when appropriate to align costs with revenue
• Assists in developing and implementing opportunities to streamline processes and enhance process efficiencies
• Improves performance by evaluating processes to drive efficiencies and understands the ROI of current and proposed projects
• Identifies process improvement opportunities to recommend to senior management
• Compiles and adjusts forecasts throughout the year
• Provides timely, accurate data and reports to management as requested to proactively influence sound business decisions
• Provides support to the business by analyzing complex application system issues and providing technical solutions
• Reviews the recording of period end accruals and deferrals to ensure consistency with GAAP and company policy
• Partners with operational management in evaluating sales and marketing programs, performing value added ad-hoc analysis and special projects as required

Preferred Qualifications for the Analyst :

• Bachelor’s degree in Accounting or Finance or relevant business experience required
• Five (5) years’ minimum of experience in a professional financial role preferred
• Extensive experience with MS Excel (queries, macros, advanced pivot tables)
• Proficient with MS Office products
• Ability to rapidly summarize and communicate ideas and concepts
• Detail oriented with the ability to prioritize and think analytically
• Capacity to understand, analyze and summarize financial data in a clear concise manner to both financial and operational management

#CFS2021

Why work for this company!

• Global Fortune 500 company
• Over 400 subsidiaries with one of them in Pearland, Texas!
• CFS has successfully placed several people on their accounting team
• Company is a leader in the chemicals business.
• They offer a comprehensive benefits package.
• Over 100,000 employees worldwide with a small company feel.

Description:

• Assist accounts payable and accounts receivable teams with day-to-day operations including process invoices, review aging, prepare payment proposals
• Maintain and validate vendor information records
• Assist accounts receivables team with day-to-day operations including generate billing, review aging, collection, maintaining payment records
• Perform monthly account and bank reconciliations
• Prepare monthly reporting for management
• Prepare ad-hoc reports, financial analyses and cost analyses
• Assist with preparation of forecast and budget
• Review general ledger for inaccuracies
• Provide support for external and internal audits
• Perform various accounting duties as assigned

Requirements:

• Bachelor’s degree in accounting, finance or business administration
• At least 3 years experience
• Thorough knowledge of GAAP
• Ability to work either independently or collaboratively as needed
• Strong communication and organizational skills
• Strong analytical and problem-solving skills
• Proficient Microsoft Office knowledge and skills
• Highly self-motivated, cable of handling multiple tasks and meeting strict deadlines in a high-pressure environment
• SAP experience a plus

Work from home 4 days a week!

The Senior SEC Reporting Accountant will prepare and review SEC filings and annual report to shareholders.

Responsibilities

• Execute quarterly and annual filing plans
• Analyzes contracts to determine accounting conclusions for revenue recognition in accordance with GAAP
• Executes the quarterly and annual accounting and reporting process for operating leases.
• Assists in ensuring financial policies and procedures as related to external financial reporting are appropriate and modified as necessary, in response to legislation and changes in the Company’s operations and business conditions as validated by external auditing.
• Assists in reviewing the financial policies and procedures as related to external financial reporting on an ongoing basis and to modify them, as necessary, in response to legislation and changes in the Company’s operations and business conditions.
• Assists in monitoring and enforcing compliance with the financial policies and procedures as re-lated to external reporting requirements.
• Utilizes working knowledge of GAAP and applies such accounting principles in a conservative manner.
• Provides management with analysis of accounting treatment and financial reporting impact of pro-posed, projected, or possible transactions and operational decisions.
• Ensures completion of projects and tasks, as necessary.
• Ensures the application of conservative accounting policies and procedures, as well as best prac-tices in support of tight financial controls, strongly enforced.
• Proactively identifies and interprets probable changes in regulatory or other requirements that al-lows Valaris to be prepared to address such changes.

Qualifications

• Bachelor’s in Accounting required, MBA preferred
• CPA required
• Big 4 experience or 4 years of experience working in a financial reporting role for a publicly traded company
• Experience with WDesk preferred.
• XBRL
• Knowledge of GAAP and SEC requirements.
• Knowledge of financial accounting, external filing, purchasing and management systems.
• Advanced Excel skills (financial and logical functions, macros)

Work 4 days from home!

Salary: 90 to 115K plus bonus

The Supervisor of Financial Reporting will oversee financial statement prep, audits, and filings.

Principal Duties and Responsibilities

• Ownership for preparing financial statements
• Deliver assigned audits on time by providing the appropriate level of support to the auditor and managing effective audit issue resolution.
• Communicate with the Manager & Director regularly regarding audit status/issues
• Analyze operating results and developments to ensure the preparation of complete and accurate financial statements.
• Work with operations, tax, and legal management to obtain support and management information
• Respond to auditor requests
• Perform special projects
• Manage and develop tea

Qualifications
• Bachelor’s in Accounting
• CPA preferred; CPA eligible required
• 4 years of Big 4 experience
• Knowledge of financial accounting standards and external reporting requirements.
• Ability to gather and analyze data, assess its accuracy and adequacy to satisfy auditor requests.
• Strong Excel skills

Position Summary:

Under general supervision, the Accounting Clerk is responsible for maintaining accurate accounting records, general ledgers, and vendor files. Additional responsibilities include preparing month-end account reconciliations and assisting with audit reporting at year-end.

AP Accounting Clerk Opportunity

CFS has teamed up with a Non-for-Profit who is looking to add an AP Accounting Clerk to their team.

About the AP Accounting Clerk Opportunity:

Under general supervision, the Accounting Clerk is responsible for maintaining accurate accounting records, general ledgers and vendor files. Additional responsibilities include preparing month-end account reconciliations and assisting with audit reporting at year-end

Perks of the AP Accounting Clerk role?

• Be able to apply your accounting skills and give back to the community all at the same time!
• Work in a very relaxed work environment
• Medical Benefits are 80% covered for employee only
• PTO – Under 5 years of experience accrue 14 hours a month, Over 5 years accrue 21 hours a month + Holidays

Overview of the AP Accounting Clerk role:

• Enters prepared journal entries into the general ledger.
• Establishes and maintains a sub-ledger that interfaces with the general ledger.
• Maintains vendor files including W-2 forms and prepares 1099 documentation.
• Maintains accounting reporting schedules.
• Enters invoices into the accounting system and prepares check runs.
• Prepares deposits and enters into the accounting system.
• Maintains Accounting records and files.
• Assists with monthly grant billing and year-end audit preparation.

SENIOR QUANTITATIVE ANALYST

ABOUT THE COMPANY:

My client is a well respected and growing financial institution in San Antonio, Texas. Because of their growth over the last 5+ years, CFS has placed over 15 individuals with this organization. They are a leader in their industry and a favorite client of ours and we are excited to share more about them with you!

• Non-profit organization with over 50 locations across the state of Texas
• They have over $10B of assets under management
• Nationally recognized as a leader in their field – have been ranked as one of the “Best Places to Work”
• Excellent, highly tenured leadership team
• Flexible working hours, work-life balance, remote & hybrid work options
• Rich benefits package to include a 401k match up to 10%
• Competitive comp & bonus package
• The opportunity to grow with the organization (senior leadership is most often promoted from within)
• Build and develop a department & team of your own as the company grows
• Be an SME for all Data Analytics projects for the credit union
• Continued education assistance, (CPE, Leadership training)
• Employee reviews on Glassdoor include statements like: “Excellent benefits”, “company cares about you…”, “lots of training opportunities” and the CEO has over a 90% approval rating

OVERVIEW OF THE SENIOR QUANTITATIVE ANALYST:

My client has a challenging opportunity for a Senior Quantitative Analyst reporting to the VP, Treasurer. The company has several important initiatives that have caused for the creation of this role. The major initiative and function of this role is to build and implement models that quantify the institution’s exposure to credit, liquidity, and market risk. These models and resulting quantifications support strategic decisions by executive management and the board of directors and drive compliance with regulatory directives (Dodd-Frank Act Stress Test – DFAST) as well as new accounting standards (Current Expected Credit Loss – CECL).

WHAT WILL THE SENIOR QUANTITATIVE ANALYST DO?

• Develops and maintains expertise in the fields of risk quantification and modeling to support both internal and external stakeholders
• Collaborates with business units to understand product characteristics used for modeling while assisting in communication and education of current and expected risk exposures
• Develops and maintains model documentation to perform stress tests in accordance with DFAST
• Assists in the development and execution of credit loss models used for CECL
• Measures risk to earnings and capital inherent in the organization’s current positions as well as forecasts and business plans
• Assists in the assessment of funding outflows and deposit volatility for the liquidity coverage ratio
• Makes recommendations to management on risk mitigation strategies and capital allocation
• Perform other quantitative analysis for Finance, LOB, and Senior Management and the Board of Directors, as needed.
• All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice)

WHAT WE NEED IN A SENIOR QUANTITATIVE ANALYST:

• 2-3+ years of experience in a similar role or equal experience in similar areas in the Banking/Financial Services Industry.
• Masters or PhD in mathematics, statistics, economics, or finance
• Strong analytical, mathematics, organizational, and planning skills.
• Strong ability to articulate complex theories, concepts, methodologies and findings in a non-technical manner to a non-technical audience.
• Self-starter with ability to meet deadlines, work independently, and think outside the box.
• Excellent interpersonal skills, with a desire to pursue best practices in a challenging team environment.
• Proficient to advanced knowledge of statistical modeling and other quantitative techniques including but not limited to:
  linear & non-linear regression, optimization, simulation, time-series analysis, probability theory, survival analysis, and value-at-risk. Knowledgeable of modeling systems and/or computer programming languages used for modeling (e.g. python & R).

130 to 160K DOE

About the Company and Opportunity:

• Has been in business for over 10 years.
• Manufacturing and distribution facilities located around the world
• We have placed multiple people with them for over 7 years!
• Half-Day Fridays!!!!!
• This is an in-office role (5 days a week)

Summary of the Analyst role…..

Under general direction, conducts and documents complex financial analysis projects. Prepares forecasts and analyzes trends in manufacturing, sales, finance, general business conditions and other areas. May perform economic research work and prepares analysis of subjects such as rates of return, depreciation, working capital, investment, and financial and expense performance comparisons. May assist and train lower level financial analysts.

What the Financial Analyst will do…

• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
• Support Budgeting, Financial Forecasting, and Operating Plan process
• Ad-Hoc Reporting and Analysis
• Quarterly and Monthly Financial reports
• Develop financial models and analyses to support strategic initiatives
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes
• Supporting Senior Management Team and Department heads with in-depth analysis.
• Analyze historical bad debt data along with other customers, product attributes to find areas of improvement, trends and develop proposals to improve the business

What the company needs in a Financial Analyst:

• 4 to 6+ years of experience
• Bachelors degree in Finance or Accounting
• Advanced Microsoft Excel and PowerPoint skills.
• Highest standards of accuracy and precision; highly organized.
• Articulate with excellent verbal and written communication skills
• Ability to think creatively, highly driven and self-motivated
• OneStream and/or PowerBI highly preferred
• Salary: 70 to 110K DOE

Real Estate Office Manager Opportunity

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

About Real Estate Office Manager  Opportunity:

• They have been in business for over 20 years!
• Family like work culture
• Tenured Staff – average of 10 years!
• Provide support for over 40 properties in it’s portfolio

Perks of the Real Estate Office Manager role?

• Visible & Direct point of contact with President!
• Career development opportunities
• 100% Employee Paid Health Benefits
• Catered Friday Lunches
• 401k Benefits

Overview of the Real Estate Office Manager role:

• Scheduling appointments with tenants, contractors, vendors, insurance inspectors, etc.
• Front-line phone work; answering tenant calls, reporting roof leaks, answering questions about rent, evaluating special events requests, requests for banners, many other issues and back-up receptionist.
• Maintain lease files.
• Prepare landlord waivers and vendor release of lien documents. 
• Accounts payable – may review invoices, match up to work orders, approve and submit to accounting.
• Prepare lease assignments, estoppels, SNDA’s, acceptance of premises, welcome letters, lease abstracts and other lease related documents.
• Assist with Month End Reporting with processing reports, file AP, and preparing narrative description of month’s expenses
• Obtain bids and coordinate solicitations with contractors for repairs, service contracts and in some cases for new construction.
• Preparing work orders, following up with work orders to make sure the work order was completed with tenant / vendors.
• Collecting and approving the content of insurance certificates for tenants and vendors.
• Tracking lease renewal dates, insurance expiration dates, return of executed documents, etc.
• Preparation of default letters, reviewing delinquencies and contacting tenants to collect rent payments.
• Month end reporting; prepare month end narrative reports and aide in processing each property report to accounting and distribution to lenders, co-partners and others.
• Maintain filing systems – organize property files and assist with accounting files
• Other miscellaneous documentation responsibilities:  billing adjustments, security deposit refund, move-out forms, invoicing special services, schedules for closings.

Preferred Qualifications for the Real Estate Office Manager:

• High School Diploma  or equivalent,  Bachelor’s Degree or similar preferred
• 3-4+ Years of job related experience
• Real Estate Experience
• Office Management

Senior Corporate Recruiter Opportunity

Creative Financial Staffing has recently partnered with a company based out of Houston, Texas. Are you ready to join this incredible team?

Must Have Highlights:

• 5 years of recruiting experience
• Ability to design and implement recruiting strategy regionally
• Strong Presentation Skills
• Sources, recruits, interviews and recommends candidates for all open positions including executive roles
• Bachelor’s Degree

Perks of the Senior Corporate Recruiter role?

• Competitive Compensation
• AMAZING Benefits package including 401k Match!
• Free Onsite Parking!
• Minimal overtime!!!!
• Incredible tenure throughout the company. Once you recruit them….they will not want to leave.

Overview of the Senior Corporate Recruiter Role:

• Manage talent acquisition life cycle to include Request for Personnel, job posting, open job files, identify and interview the most qualified applicants, guidance on the selection of best candidates, extension or decline of offers; including occasional processing of high-profile positions from end to end
• Champion diversity sourcing strategies
• Manage college recruitment program; on campus recruiting, internship, hiring and collaboration with universities and colleges
• Leverage data and patterns in analytics to help make recruiting decisions, recommendations on staffing processes, building talent pipelines and sourcing prospects that result in finding top-talent
• Conduct screening phone calls, and face-to-face interviews with applicants
• Manage Internal Referral program, and create strategies and communication that generate hirable referrals from existing employees
• Partner with hiring managers to ensure real-time communication on recruiting initiatives and issues
• Maintain knowledge of legal/regulatory requirements to reduce risk and ensure compliance
• Maintain electronic records of Offer Letters
• Create Weekly Staffing Report, and generate ad-hoc reports
• Work with hiring managers on creation of, and updates to, Job Descriptions
• Maintain tracking of Sign-On bonuses, Guaranteed bonuses
• Work with staffing agencies for direct when approved;

Preferred Qualifications for the Senior Corporate Recruiter Role:

• At least 5 years’ experience as a Recruiter or Generalist
• Ability to handle sensitive information with the highest degree of integrity and confidentiality
• Experience with complex Applicant Tracking System
• Knowledgeable of compliance-related nondiscrimination/affirmative action laws and regulations
• Ability to build relationships with candidates and hiring managers and strong customer-service orientation
• Excellent written and oral communication; able to present information in effective and articulate manner
• Ability to work independently and self-sufficiently, and as part of the team
• Ability to positively and comfortably handle and prioritize multiple tasks in a fast-paced environment with focused attention to detail, and ability to meet deadlines
• High level of attention to detail and accuracy
• Dependable, punctual, adaptable, follows directives and gives feedback

Salary: 50 to 90K DOE

Remote Field Benefits Analyst

Our client is a leading SAAS company in a niche market, delivering a service and solution in their industry that is unmatched. This company is a true industry disrupter and has a huge impact and opportunity to change the clients they serve drastically, allowing them to compete & grow at a quicker pace with the talent they need to get the job done the right way! The company is growing at a rapid pace and needs a strong Field Benefits Analyst to oversee payroll compliance as it relates to employee benefits plans including welfare plans (health, dental, vision, etc.) and 401(K). This role will partner closely with our Payroll Operations, HR Employee Relations, Benefits, Accounting and Legal groups.

Perks of the Field Benefits Analyst:

• Strong company values & mission
• Strong compensation plan to include competitive Base comp & bonus.
• Strong benefits plan to include flex PTO, 401k match, and comprehensive medical benefits.
• Technology focused, growth minded, and forward-thinking company.
• Diversified client markets- creating massive growth for the company.

About the Field Benefits Analyst?:

The Field Benefits Analyst will be someone who will have benefits and accounting experience at a company with at least 5,000 employees.

• You will fall in love with the mission of this company to change the world & are excited to be a part of that change!

• You are financially well-rounded, analytical, problem solver & critical thinker with strategy at the core.
• You love to dig into the details and get your hands dirty all while keeping the big picture in mind.
• You are an excel and data analytics guru that loves working with BIG data sets.
• You are innovative and creative in your approach to find solutions.
• You are competitive at nature and love creating processes that create efficiencies & help you meet your deadlines
• Ambiguity is your middle name… you know there is more than one way peel an orange and you are committed to finding, testing, and selecting the right solution for every problem you encounter.
• You are flexible in nature and love working with a collaborative group of people to reach common goals & improve upon processes.
• You aren’t looking to just collect a paycheck. You want to make a difference and see the direct impact you can bring to a rapidly growing and fast paced company.
• You are a proactive problem solver and are strategic in your approach to working to solve, fix, or resolve issues.
• You understand what is needed to take processes from manual to automated to improve accuracy and efficiency. You will bring this experience with you to improve upon the processes within the organization.
• You love building relationships with key stakeholders and cross functional teams to better drive change

What will the Field Benefits Analyst do?

• Assist the Workforce Benefits team in the administration of employee benefits programs such as medical, dental, vision plans, life and disability insurance plans, by acting as a liaison with the payroll team and reconciling carrier invoices against payroll records
• Manage catch up premium deductions and repayment plans for employees and audit payroll registers for accuracy in benefits plan deductions
• Providing payroll register reports; support benefit audits by providing payroll data as needed
• Work closely with the Workforce Benefits team to assist with implementation when open enrollment or other events warrant changes to benefits plan
• Ensure payroll system configuration is accurate when open enrollment or plan changes go in to effect by auditing announcement materials, plan summary documents, and communication plans to employees against the payroll configuration
• Act as a subject matter expert for escalation of employee benefits inquiries and complaints regarding payment plans and deductions

What we are looking for in a Field Benefits Analyst:

• 5+ years of experience with benefits administration and/or payroll experience
• Ability to manage and collaborate with 3rd party providers
• Analytical and problem-solving skills; detail oriented
• Strong interpersonal skills and influencing ability
• High integrity and ethics in handling confidential information
• A high level of independence as demonstrated through clear problem solving skills, effective process evaluation, and delivery of high quality work
• Ability to function in a fast-paced environment and prioritize multiple projects with competing priorities
• Lead and collaborate with cross functional business partners on discussions and initiatives
• Provide insights for improvement and decision making
• Partner with payroll, accounting, etc to coordinate audit activities and other payroll requirements
• Payroll experience in a high-volume environment
• Knowledge of payroll and tax compliance

Summary:

This position would be doing account reconciliations, account rollforwards, working with other departments on various Q&A, SOX, and financial reporting.

Perks of the company and the role!

• Work/Life Balance (40-45 hour weeks, negligible nights or weekends)

• Strong mentorship/exposure (Publicly-traded environment, large company)

• Strong promotion opportunities (position open due to promotion)

• Above-average benefits for the industry (401k match, PTO, Healthcare)

• They like to go out to Astros games and volunteer at the zoo for fun as a team

Overview of the Contributor Accountant role:

• Prepare, record, and analytically support monthly recurring and adjusting journal entries 
• Prepare monthly general ledger account analysis
• Perform in depth analysis and reconciliations of balance sheet accounts
• Ensure items identified in reconciliations are resolved/corrected in a timely manner
• Assist in the preparation of the monthly standalone financial statements in accordance with US GAAP and related analysis/reports
• Assist in the preparation of reports documenting explanations and analysis of significant or unusual variances in actual results from budget, forecasts and prior periods
• Respond to and/or coordinate external and internal audit requests
• Prepare lender directed quarterly & annual debt compliance, including financial covenant calculations and financial statements
• Update, maintain and test procedures and documentation to meet departmental Sarbanes-Oxley (SOX) requirements
• Identify areas in need of accounting research
• Participate in special projects

Preferred Qualifications for the Senior Accountant:

• Experience with or direct knowledge of SAP and BPC
• CPA or CPA eligible (e.g., 150 hours to sit for the CPA exam in Texas)

ABOUT THE COMPANY:

My client is a well respected and growing financial institution in San Antonio, Texas. Because of their growth over the last 5+ years, CFS has placed over 15 individuals with this organization. They are a leader in their industry and a favorite client of ours and we are excited to share more about them with you!

• Non-profit organization with over 50 locations across the state of Texas
• They have over $10B of assets under management
• Nationally recognized as a leader in their field – have been ranked as one of the “Best Places to Work”
• Excellent, highly tenured leadership team
• Flexible working hours, work-life balance, remote & hybrid work options
• Rich benefits package to include a 401k match up to 10%
• Competitive comp & bonus package
• The opportunity to grow with the organization (senior leadership is most often promoted from within)
• Build and develop a department & team of your own as the company grows
• Be an SME for all Data Analytics projects for the credit union
• Continued education assistance, (CPE, Leadership training)
• Employee reviews on Glassdoor include statements like: “Excellent benefits”, “company cares about you…”, “lots of training opportunities” and the CEO has over a 90% approval rating

OVERVIEW OF THE SENIOR QUANTITATIVE ANALYST:

My client has a challenging opportunity for a Senior Quantitative Analyst reporting to the VP, Treasurer. The company has several important initiatives that have caused for the creation of this role. The major initiative and function of this role is to build and implement models that quantify the institution’s exposure to credit, liquidity, and market risk. These models and resulting quantifications support strategic decisions by executive management and the board of directors and drive compliance with regulatory directives (Dodd-Frank Act Stress Test – DFAST) as well as new accounting standards (Current Expected Credit Loss – CECL).

WHAT WILL THE SENIOR QUANTITATIVE ANALYST DO?

• Develops and maintains expertise in the fields of risk quantification and modeling to support both internal and external stakeholders
• Collaborates with business units to understand product characteristics used for modeling while assisting in communication and education of current and expected risk exposures
• Develops and maintains model documentation to perform stress tests in accordance with DFAST
• Assists in the development and execution of credit loss models used for CECL
• Measures risk to earnings and capital inherent in the organization’s current positions as well as forecasts and business plans
• Assists in the assessment of funding outflows and deposit volatility for the liquidity coverage ratio
• Makes recommendations to management on risk mitigation strategies and capital allocation
• Perform other quantitative analysis for Finance, LOB, and Senior Management and the Board of Directors, as needed.
• All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice)

WHAT WE NEED IN A SENIOR QUANTITATIVE ANALYST:

• 2-3+ years of experience in a similar role or equal experience in similar areas in the Banking/Financial Services Industry.
• Masters or PhD in mathematics, statistics, economics, or finance
• Strong analytical, mathematics, organizational, and planning skills.
• Strong ability to articulate complex theories, concepts, methodologies and findings in a non-technical manner to a non-technical audience.
• Self-starter with ability to meet deadlines, work independently, and think outside the box.
• Excellent interpersonal skills, with a desire to pursue best practices in a challenging team environment.
• Proficient to advanced knowledge of statistical modeling and other quantitative techniques including but not limited to:
  linear & non-linear regression, optimization, simulation, time-series analysis, probability theory, survival analysis, and value-at-risk. Knowledgeable of modeling systems and/or computer programming languages used for modeling (e.g. python & R).

Real Estate Development Analyst Opportunity

Creative Financial Staffing has recently partnered with an outstanding organization that has been around for over 100 years! This role is 100% remote for now, but will return to a hybrid schedule. The company is located in Houston, Texas.

About the Real Estate Analyst Opportunity:

The real estate finance associate reports to the head Real Estate team development manager and director. The Real Estate Development Analyst is responsible for performing analytic and project management tasks associated with direct assets. The Real Estate Development Analyst will perform complex financial functions including designing and performing ad hoc analyses, developing and maintain complex pro formas, analyzing data and reconciling complex accounts.

Overview of the Real Estate Analyst role:

• Assists in monitoring of existing managers of the public and private investments portfolios
• Prepares reports for routine review of asset class level performance
• Assists in screening and due diligence process of new managers
• Participates in investment research projects from asset allocation to security level review
• Supports the underwriting, analysis and execution of commercial and mixed-use developments from acquisition to disposition of the asset
• Runs analysis and full pro forma for operation and development of commercial and mixed-use properties
• Assists with development and maintenance of asset class models and databases

Preferred Qualifications for the Real Estate Analyst:

• Business, accounting, finance or economics degree
• Commercial Real estate industry experience
• Argus Enterprise and proficiency in analyzing rent roll and leases
• Underwriting real estate debt and equity structures
• Strong analytical, quantitative and technical skills with demonstrated ability to execute complex financial analyses and cash flow models

Salary:

• 80 to 95K

#CFS2021

Our client is growing and adding another Analyst to their team. This company is very entrepreneurial in spirt and has a very laid back atmosphere. We are looking for someone who is eager to learn, a go-getter and someone with great attention to detail. Real estate or construction experience would be a huge plus, but it is not required. Financial Modeling experience is a must. The company has over 25-years of experience in all aspects of real estate development including retail, mixed-use, multi-family, office, medical, land development and single-family homes

Responsibilities:

• Conduct complex and detailed financial modeling and data analysis (utilizing Microsoft Excel) of vertically integrated large-scale development opportunities across several asset classes
• Produce periodic presentations and reports for project stakeholders (i.e. lenders, investors, management, etc)
• Model fund waterfalls and promote economics for real estate transactions
• Develop and maintain appropriate business and financial models to synthesize insights
• Assist in the underwriting of funds and equity partners
• Support existing acquisitions and strategic initiatives through ongoing analysis and project management
• Gather industry data and competitive information from external and internal business units
• Support with public financing vehicles such as Opportunity Zones Funds, Management Districts, Municipal Utility Districts, TIRZ and sales tax agreements
• Work effectively with professionals and information sources to obtain and consolidate information, develop conclusions, communicate key analytics to team members

Qualifications:

• Bachelor’s degree in Accounting, Minimum GPA 3.0 in all accounting coursework
• One or more years of experience in a real estate or financial analyst role, commercial real estate development experience and/or development and acquisition underwriting experience
• Preferably candidates will have a background in real estate, private equity or investment banking;
• Very strong financial and statistical background, excellent understanding of return metrics, adept in quantitative reasoning, with expert ability to create financial models utilizing MACROS and other advanced Excel functions
• Ability to build positive working relationships with team members and consultants
• Ability to work under time constraints and deadlines while managing multiple projects
• Personality Attributes: self-starter, inquisitive and intellectually curious, effectively work with minimal supervision, detailed problem solver/critical thinker, pro-active and resourceful, exceptional communication skills, organized, high energy level
• Microsoft Excel and PowerPoint and exposure to Argus

#jobopportunities #financejobs #Houstonjobs #woodlandsjobs

The Houston job market is HOT! We have numerous openings for Accounting & Finance candidates with less than 2 years of experience!!!!!

• Treasury Analyst – 6 months to 2 years of accounting, finance or treasury experience required. Sugar Land location. Service Industry.
• Internal Auditor – 6 months (internships count!) to 2 years of audit experience required. Central Houston. Real Estate Industry.
• Staff SEC Accountant – 6 months to 1 year of GL experience required. Must be CPA motivated. High GPA! Sugar Land. Service Industry.
• Intercompany Staff Accountant – 6 months to 2 years of GL experience needed. Sugar Land. Service Industry.
• Staff Accountant – 2 to 3 years of accounting experience needed. West location. Construction industry.
• Corporate Accountant – 2 years of public accounting experience required. Woodlands location. Construction industry.
• Staff Accountant -2 years GL experience needed. Central Houston. Financial Services industry.
• Entry Level Accountant / Bookkeeper – West Houston. CPA Firm.
• Real Estate Accountant – 2 years of property accounting experience needed. Bellaire location. Commercial Real Estate.

About the Company and Opportunity:

• Outgoing, Friendly and Family oriented Company
• Very visible role reporting to VP Controller
• We have worked with this company for over 15 years with multiple successful placements!
• International publicly-traded company that Conducts business in over 20 countries
• Convenient location in Southwest Houston
• Core hours are 9 to 4pm
• Currently on a hybrid schedule with 3 days in the office
• The company offers a wide array of services & they pride themselves on providing the highest excellent in service
• They offer excellent benefits, including: 401K, team member discounts, company-paid healthcare, career advancement, flexible spending account, and highly competitive base salaries

Overview of the Staff Accountant (Intercompany) role:

• Reconciling and recording entries related to project accounting including vendor accruals
• Prepare and record journal entries related to intercompany
• Maintain intercompany inbox and ensure queries are addressed on a timely basis (daily)
• Researches and resolve intercompany variances on a local and consolidated level
• Prepare monthly reconciliations of various AP and intercompany accounts
• Assist in preparing monthly medical insurance accrual
• Maintains documentation related to intercompany charges.
• Assist in completing certain account variance analysis on a monthly basis
• Comply with all internal controls related to intercompany
• Special projects, as needed.

Preferred Qualifications for the Staff Accountant (Intercompany):

• Bachelor’s Degree Accounting required.
• 3 months – 2 years of experience in corporate accounting
• Demonstrated knowledge of accounting principles, accounting tasks, general ledger and reconciliation required.
• Advanced MS Excel spreadsheet and Word skills required.
• Organized with the ability to multi-task in a fast-paced environment.
• Demonstrated knowledge of GAAP.
• Proven ability to perform complex analytical work.

About the Company and Opportunity:

• Outgoing, Friendly and Family oriented Company
• Very visible role reporting to the Controller.
• We have worked with this company for over 20 years with multiple successful placements (including the Controller)!
• Privately held construction related company, conveniently located in West Houston. Great commute from Katy, Cypress, Sugar Land or central Houston.
• The company prides themselves on providing the highest excellent in service
• They offer excellent benefits
• Salary: 50 to 70K DOE

Overview of the Staff Accountant:

• Prepares monthly journal entries
• Assists with the preparation of monthly financial reports and cash flow projections
• Verifies accuracy of journal entries and accounting classifications within the financial statements.
• Coordinates accounting matters with other departments within the division.
• Coordinates work efforts with National Shared Services.
• Analyzing and summarizing financial information
• Reconciling account balances and bank statements
• Verify, allocate, post, and reconcile accounts payable and receivable
• Preparing month-end close procedures
• Spot errors and suggest ways to improve efficiency and spending
• Review and recommend modifications to accounting systems and procedures
• Provide input into department’s goal setting process
• Prepare financial statements and produce budgets
• Assist with external audits, tax audits, and tax returns
• Support month-end and year-end close process
• Develop and document business processes and accounting policies to maintain internal

Preferred Qualifications for the Staff Accountant:

•             Bachelor’s degree in Accounting, Finance or relevant field

•             Three or more years professional accounting experience

•             Thorough knowledge of basic accounting procedures

•             In-depth understanding of Generally Accepted Accounting Principles (GAAP)

•             Familiarity with financial accounting statements

•             Experience with general ledger functions and the month-end/year-end close process

•             Advanced MS Excel skills including Vlookups and pivot tables

•             Accuracy and attention to detail

•             Public accounting experience strongly preferred

Summary of the Role:

• Oversees a team of 8 and day to day activities of business Office.
• Responsible for patient billing and collections, third-party payer relations, filing insurance claims, posting-daily deposits along with daily and monthly close of business, maintains patient accounting system.
• Assists in department budget prep, generates reports, and review departmental financial statements.
• Manages business office staff and their day-to-day performance
• Requires at least five years of medical billing experience, with at least 3 years supervisory experience.
• Bachelor’s degree in business or a related area is preferred.
• Knowledge of Microsoft Office and Practice Management software and electronic billing is essential (currently on Greenway Intergy Practice Management and Practice Analytics).
• Medical Business Office experience required.

Responsibilities
• Designing, executing, and ensuring policies and procedures are adhered to, as well as fine tuning effective billing/business office processes for improvement.
• Responsible for managing the revenue cycle, including 8+ persons and acts as the expert and go-to person in the department for all processes relating to coding, billing and collections . It also involves providing effective supervision, including training, work allocation, and problem resolution to business office personnel.
• Planning and directing workload coding, patient insurance documentation, data processing, filing of insurance claims and managing rejections, and billing and collection to achieve efficient account collection and accurate billing.
• Collaborates with leadership on preparing and analyzing insurance contracts, weekly and monthly financial reports, and accounts receivable reports and to ensure accurate collection and compilation of statistical reports.
• Coordinating and directing the activities of the business office operations to follow overall departmental protocol; and that State, Federal, and payer requirements, guidelines, and regulations are complied with.
• Evaluating the performance of employees and making recommendations for appropriate actions to be taken; as well as motivating personnel to achieving peak performance and productivity.
• Maintains Managed Care contract files, including credentialing of new physicians and re-credentialling along with maintaining and updating prices in billing system.

Requirements
Bachelor’s degree in Accounting, Finance, Business Administration preferred
• Requires at least five years of medical billing experience, with at least 3 years supervisory experience.
Strong experience of medical insurance/healthcare billing and collections work in a health system or medical practice
• Deep knowledge and understanding of revenue cycle, collections and payment posting, medical billing, Medicare and Medicaid, and third party payers
• Strong understanding and working knowledge of CPT and ICD10 codes, HCFA 1500, HIPAA, medical terminology, etc.

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