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الوصف الوظيفي

Our client is a national real estate investment group focused on acquiring, managing, and improving real estate properties. They are seeking a Controller/Financial Analyst with CPA-level bookkeeping skills to oversee financial operations, daily reconciliations, and support their growing investor relations. This is a key role for a professional with extensive QuickBooks Online experience and the ability to manage financial operations across multiple entities.


Location:
Fully Remote (9 AM - 6 PM EST)


Role Overview:
The Controller will manage the financial operations across multiple companies and entities, performing daily reconciliations, generating analytical reports, and supporting investor relations. This is a long-term remote position requiring strong English communication skills, U.S. accounting standards knowledge, and the ability to function as a key financial partner within the company.


Key Responsibilities:


  • Daily Responsibilities


    • Perform daily bank, credit card, and account reconciliations across multiple entities.


    • Maintain real-time and audit-ready books with accurate categorization.


    • Manage Accounts Payable (AP): invoicing intake, vendor communication, approvals, and bill pay.


    • Manage Accounts Receivable (AR): invoicing, collections, and posting.


    • Maintain clear financial documentation and folder structures.


    • Communicate effectively with leadership.


  • Weekly Responsibilities


    • Prepare weekly cash-flow snapshots and liquidity analysis.


    • Produce weekly AP/AR aging reports with recommendations.


    • Review trends, spending patterns, and provide analytical insights.


    • Update dashboards and financial visibility tools.


  • Monthly & Quarterly Responsibilities


    • Complete monthly close across multiple entities.


    • Prepare P&L, Balance Sheet, Cash Flow, and consolidated reports.


    • Assist with tax categorization, depreciation schedules, and CPA communication.


    • Support investor distribution calculations, statements, and quarterly reporting.


    • Provide documentation for lenders, audits, and investor due diligence.


    • Consolidate multi-company financials for leadership and investors.


  • Investor Relations Support


    • Assist with creating investor distribution statements and payouts.


    • Prepare investor-facing financial reporting and updates.


    • Support fund-level reporting and investor relations data packages.


    • Track investor contributions, distributions, and capital accounts.


    • Ensure accuracy and professionalism in all investor financial communications.


Required Qualifications:


  • CPA-level experience or equivalent accounting certification.


  • Controller-level experience or demonstrated ability to operate at that level.


  • Excellent spoken and written English.


  • 4+ years of professional bookkeeping/accounting experience.


  • Strong analytical ability and financial reporting skills.


  • Experience with multi-entity accounting.


  • Proficiency in QuickBooks Online, Excel/Sheets, and bill-pay platforms.


  • Strong understanding of U.S. accounting principles and tax categorization.


  • High accuracy, organization, and integrity.


Preferred Qualifications:


  • Very high-level QuickBooks Online (QBO) knowledge strongly preferred.


  • Real estate, construction, fix-and-flip, wholesale, or fund accounting experience.


  • Experience supporting investor relations or fund administration.


  • Ability to build dashboards, financial models, or advanced cash-flow tools.


  • Familiarity with Bill.com, Melio, Relay Bank, or similar systems.


  • Experience with lender packages, audits, or due diligence reporting.


What Success Looks Like:


  • Successful financial management across multiple entities with accurate and timely reporting.


  • High-quality, professional investor relations communication and support.


  • Strong collaboration with leadership, ensuring financial visibility and accuracy.


  • Clear documentation and organized systems for financial records and processes.


Opportunity:
This is an exciting opportunity to join a dynamic and growing team, where your expertise will directly contribute to improving financial operations and supporting investor relations. If you have a strong background in multi-entity accounting and a passion for working in a fast-paced, remote environment, we encourage you to apply.


Application Process:To be considered for this role these steps need to be followed:
  • Fill in the application form


  • Record a video showcasing your skill sets


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