The Senior Accountant manages corporate and subsidiary accounting operations, including budgets, reconciliations, investor records, capital activity, financial reporting, internal controls, and technical accounting research. The role coordinates audits and quarterly reviews, supports onboarding of new assets and financings, ensures Sarbanes-Oxley compliance, and recommends process improvements. It serves as a liaison between accounting, executives, deal teams, management, and external auditors.
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $35 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, London and Dallas.
Overview
As a Senior Corporate Accountant at Bellwether, you will help manage high-level accounting operations for Bellwether and its subsidiaries, including foreign entities. This includes evaluating existing procedures and processes and innovating new and improved methods of reconciliations, reports, analyses, and budgeting. Your experience has prepared you to perform initial reviews of balance sheet, income, and cash flow statements. This role is an exciting opportunity to be the liaison between the accounting group and executives.
Key Responsibilities
- Maintain and analyze budgets, prepare periodic reports that compare budget to actual;
- Update and maintain investor records for the entire portfolio of investments;
- Prepare and review capital activity for capital calls and distributions;
- Prepare account reconciliation schedules on a monthly basis;
- Establish and maintain strong internal controls to ensure Sarbanes-Oxley compliance;
- Make informed recommendations to improve the efficiency and accuracy of accounting processes;
- Lead transition meetings between deal teams and accounting to effectively onboard each new asset or financing;
- Conduct technical accounting research ensuring all internal accounting standards are current; and
- Coordinate the annual audit as well as quarterly reviews between Management and their auditor, including establishing timelines for deliverables, and answering questions as appropriate; and
- Build and maintain strong relationships with external auditors and internal partners.
Professional Experience
- A minimum of 4 years’ experience required
- Public accounting experience preferred, from a Big 4 firm, or similar
- Experience in a client-facing role preferred
- Investment accounting experience is highly desirable
- Highly proficient in business related software: Microsoft Excel, Word, Power Point, etc.
- Experience in MRI, NetSuite, or similar accounting system
Education/Certification
- Bachelor’s degree required
- CFA or MBA preferred
- CPA obtained or in progress with end date within 1 year of hire
Essential Skills & Competencies
- Job Knowledge & Technical Ability: Strong technical knowledge in accounting, specifically within financial services and commercial real estate, including includes experience with REIT compliance, 10-K/Q reporting, and Sarbanes-Oxley compliance. Ability to read and analyze investment and lease agreements.
- Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
- Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
- Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.
Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:
Travel Requirements
- Travel is not anticipated, but may be needed from time to time.
Physical & Mental Demands
- While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
- Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
- Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
- Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
- Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
- Ability to interact in a courteous professional manner at all times.
- Regular, predictable attendance is required.
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Work Environment
- No hazardous or significantly unpleasant conditions (such as in a typical office).
- Moderate noise (i.e., business office with computers, phones, printers and light traffic)
- Indoor business office environment with windows; light foot traffic within work areas
The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Position Details
- Position Title: Senior Accountant
- Classification: Exempt
- Position Status: Regular, Full-Time
- Reports To: Managing Director, Accounting
- Direct Reports: No
Intent of Position Description
This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.
Equal Opportunity Employer
Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.
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