Post job

Portfolio Manager jobs at Firstservice Residential California, Inc.

- 21 jobs
  • Senior Portfolio Manager - Wholesale Credit Delivery - Dealer Services segment

    Truist Financial Corporation 4.5company rating

    Orlando, FL jobs

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Underwrites credit exposure for the most complex and largest credit relationships and circumstances with Wholesale Banking clients and actively manages a portfolio within the Dealer Services segment. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings. Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk. Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy. Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree in Finance or related field and at least 7+years of related training and experience in commercial credit analysis. * Mastery level proficiency with MS Office Desktop applications. * Strong interpersonal skills and solid written/verbal communication are essential. * Sound credit skills essential. * Must have strong attention to detail. * Ability to prioritize workflow and multi-task in a fast-paced environment. Preferred Qualifications: * Has successfully held similar role with commercial financial institution or like experience. * Dealer Services Industry expertise. * Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) #Atlanta #Orlando #Charlotte General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $68k-113k yearly est. 31d ago
  • Senior Portfolio Manager - Wholesale Credit Delivery - Dealer Services segment

    Truist 4.5company rating

    Orlando, FL jobs

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Underwrites credit exposure for the most complex and largest credit relationships and circumstances with Wholesale Banking clients and actively manages a portfolio within the Dealer Services segment. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings. Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk. Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy. Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + Bachelor's Degree in Finance or related field and at least 7+years of related training and experience in commercial credit analysis. + Mastery level proficiency with MS Office Desktop applications. + Strong interpersonal skills and solid written/verbal communication are essential. + Sound credit skills essential. + Must have strong attention to detail. + Ability to prioritize workflow and multi-task in a fast-paced environment. **Preferred Qualifications:** + Has successfully held similar role with commercial financial institution or like experience. + Dealer Services Industry expertise. + Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) \#Atlanta #Orlando #Charlotte **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $68k-113k yearly est. 60d+ ago
  • Senior Asset Manager

    Walker and Dunlop, Inc. 4.9company rating

    Fort Lauderdale, FL jobs

    Department: Affordable Housing | Development We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview The W&D Affordable Development business line ("Affordable Development") serves as a co-developer and co-sponsor of affordable housing properties. WDAD was formed to collaborate with experienced developers in the acquisition and development of affordable projects. Affordable Development provides pre-development financing and support to local developers and joint development ventures in matters regarding accounting, banking, construction management, construction draws, tax credit syndication, and other pre-approved processes. Affordable Development is experienced in the development and/or management of multifamily rental housing and tax credit developments. The Impact You Will Have As Senior Asset Manager within Walker & Dunlop's Affordable Housing Development department, you will play a key leadership role in maximizing asset value and minimizing risk across a diverse portfolio of affordable and workforce housing investments. You will drive financial and operational excellence by analyzing property performance, overseeing third-party management, and ensuring regulatory and compliance standards are met. This position combines deep financial insight with strategic decision-making, allowing you to shape portfolio outcomes, mentor team members, and provide critical recommendations to senior leadership and investment partners. Your expertise will directly impact the success, sustainability, and long-term value of the company's affordable housing portfolio. Primary Responsibilities * Provide strategic oversight and direction for a portfolio of affordable and workforce multifamily assets to maximize value and ensure financial, operational, and compliance performance. * Evaluate joint venture acquisitions by reviewing financial projections, investment assumptions, sponsor capacity, and market positioning. * Conduct complex risk analyses, deal structuring reviews, and provide actionable insights to acquisitions and development teams. * Manage transitions from development through construction to stabilized operations, ensuring smooth handoffs and continued asset optimization. * Review property-level financials, budgets, audits, and tax returns; monitor key performance metrics including NOI, DSCR, and occupancy. * Supervise third-party property and asset managers and internal staff, setting performance expectations and ensuring effective execution. * Lead annual property inspections and conduct additional site visits to assess operations, compliance, and physical condition. * Review and approve capital expenditure plans, reserve withdrawals, and equity contribution requests and prepare distribution calculations. * Oversee Section 42 compliance and state agency reporting, ensuring timely completion of all annual recertifications and regulatory reporting. * Develop and implement asset management strategies to improve performance, mitigate risk, and enhance long-term investment value. * Lead the resolution of underperforming assets through proactive engagement, financial restructuring, or repositioning strategies. * Collaborate with finance, development, and acquisitions teams on refinancing, dispositions, and recapitalization efforts. * Prepare and deliver reports and presentations for investors, lenders, and senior management summarizing portfolio performance and market trends. * Maintain and refine property monitoring and data management processes to ensure data integrity and reporting accuracy. * Strengthen relationships with property management companies, housing agencies, investors, and key partners. * Perform other duties as assigned * Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays. Education and Experience * Bachelor's degree in Business, Finance, Economics, or Accounting. * 5+ years of experience in affordable housing development and management, including expertise with LIHTC programs. * 5+ years in real estate asset management with strong skills in operations, budgeting, financial reporting, and analysis. Knowledge, Skills, and Abilities * Strong understanding of affordable housing compliance, partnership structures, and property operations. * Advanced analytical, financial modeling, and problem-solving skills with exceptional attention to detail. * Proven ability to interpret legal documents related to property operations, financing, and leasing. * Excellent written and verbal communication skills, including the ability to present complex data clearly to senior stakeholders. * Demonstrated leadership and mentoring skills with a collaborative, team-oriented mindset. * Exceptional organization and prioritization skills in managing multiple deadlines and projects. * Exercises sound judgment and maintain confidentiality when handling sensitive information. * Ability to show ownership of your work, embrace challenges and growth opportunities, and demonstrate patience when learning new processes * Demonstrates courtesy, respect, and thoughtfulness when teaming with colleagues and collaborating with stakeholders This position has an estimated base salary of $90,000 - $120,000 plus a discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. #LI-Hybrid #LI-AA1 What We Offer * The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 * Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include: * Up to 83% subsidized medical payroll deductions * Competitive dental and vision benefits * 401(k) + match * Pre-tax transit and commuting benefits * A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance * Paid maternity and parental leave, as well as other family paid leave programs * Company-paid life, short and long-term disability insurance * Health Savings Account and Healthcare and Dependent Care Flexible Spending * Career development opportunities * Empowerment and encouragement to give back - volunteer hours and donation matching * Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
    $90k-120k yearly Auto-Apply 4d ago
  • Investment Manager II - Tampa

    Truist Bank 4.5company rating

    Tampa, FL jobs

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth. The Reserve IM 2will deliver advice proactively based upon financial planning and a holistic view of the client's circumstances. The Reserve IM 2 will typically manage a client base of approximately 50-75 relationships with assets under management averaging $500 million and revenue responsibility averaging $4 million. They should be sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions.ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility. 1. Critical partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective clients. 2. Assist Wealth Advisors with information discovery and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset allocation, investment implementation, and portfolio construction. Effectively articulate our investment process and recommendations. 3. As a key member of the Truist Wealth client facing team, share responsibility for developing and deepening client relationships through the delivery of proactive communication and advice for HNW clients. 4. Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client's unique situation. Execute on strategic and tactical asset allocation. 5. Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios 6. Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle. 7. Based on investment reviews with HNW clients, recommend, establish, monitor and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment, portfolios. 8. Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's Degree 2. 7 years investment experience, which should include experience as an investment advisor, portfolio manager, or other investment-related activities with a focus on high net worth clients. 3. Demonstrates advanced investment skills and knowledge and displays exceptional interpersonal capabilities. 4. An advanced investment professional, who:* Has a track record of working with clients with at least $5MM in investible net worth. * Is able to understand complex investment and economic strategy to inform portfolio management decisions * Is able to communicate investment and economic concepts in a client-centric manner that is straight-forward, thoughtful, and relatable. * Is an active team player in identifying the need for and the investment implications of sophisticated financial solutions, such as GRATs, CRUTs, IDGT, and complex insurance strategies. * Is able to navigate the complexity of the organizational structure to coordinate resources, problem solve, and deliver to clients the highest level of client service. * Is intensely focused on building brand internally. a. Builds rapport, relationships, and credibility internally and externally. b. Engages occasionally in external networking opportunities. * Is recognized as possessing an appropriate professional presence that facilitates a perception of competence, trustworthiness, credibility, and sensitivity to others. * Successfully engages prospects in the client acquisition cycle. 5. 6. Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position. 7. 8.Preferred Qualifications: 9. MBA/CFA and/or equivalent professional designation 10. Combination of buy and sell-side experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $62k-107k yearly est. Auto-Apply 60d+ ago
  • Investment Manager II - Tampa

    Truist 4.5company rating

    Tampa, FL jobs

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth. The Reserve IM 2will deliver advice proactively based upon financial planning and a holistic view of the client's circumstances. The Reserve IM 2 will typically manage a client base of approximately 50-75 relationships with assets under management averaging $500 million and revenue responsibility averaging $4 million. They should be sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility. 1. Critical partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve-level, prospective clients. 2. Assist Wealth Advisors with information discovery and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset allocation, investment implementation, and portfolio construction. Effectively articulate our investment process and recommendations. 3. As a key member of the Truist Wealth client facing team, share responsibility for developing and deepening client relationships through the delivery of proactive communication and advice for HNW clients. 4. Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client's unique situation. Execute on strategic and tactical asset allocation. 5. Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios 6. Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle. 7. Based on investment reviews with HNW clients, recommend, establish, monitor and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment, portfolios. 8. Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's Degree 2. 7 years investment experience, which should include experience as an investment advisor, portfolio manager, or other investment-related activities with a focus on high net worth clients. 3. Demonstrates advanced investment skills and knowledge and displays exceptional interpersonal capabilities. 4. An advanced investment professional, who: * Has a track record of working with clients with at least $5MM in investible net worth. * Is able to understand complex investment and economic strategy to inform portfolio management decisions * Is able to communicate investment and economic concepts in a client-centric manner that is straight-forward, thoughtful, and relatable. * Is an active team player in identifying the need for and the investment implications of sophisticated financial solutions, such as GRATs, CRUTs, IDGT, and complex insurance strategies. * Is able to navigate the complexity of the organizational structure to coordinate resources, problem solve, and deliver to clients the highest level of client service. * Is intensely focused on building brand internally. a. Builds rapport, relationships, and credibility internally and externally. b. Engages occasionally in external networking opportunities. * Is recognized as possessing an appropriate professional presence that facilitates a perception of competence, trustworthiness, credibility, and sensitivity to others. * Successfully engages prospects in the client acquisition cycle. 5. 6. Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position. 7. 8. Preferred Qualifications: 9. MBA/CFA and/or equivalent professional designation 10. Combination of buy and sell-side experience **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $62k-107k yearly est. 60d+ ago
  • Senior Asset Manager

    Trigild 3.8company rating

    Newark, NJ jobs

    Job Description The Senior Asset Manager will be responsible for managing a portfolio of multifamily distressed assets in receivership, working with internal and external teams to meet the objectives of each asset, maximize property performance, and stabilize assets for their next phase. Desired Competency, Experience and Skills: 10+ years of experience with a focus on asset management activities, including leasing, financing, managing tenant improvements, capital investments, and dispositions Experience with distressed assets- often class C and B Ability to be self -sufficient to work outside the box to figure out challenges Exposure to legal aspect of commercial assets in receivership Comfortable navigating quickly changing portfolios and maintaining discretion when interfacing with building tenants Bachelor's Degree in Real Estate, Finance, Accounting; MBA a plus In-depth knowledge of real estate finance including commercial lease terms and debt and equity structures Able to successfully work in a team-oriented environment and partner with internal colleagues, external suppliers, and cross-functional groups Strong analytical, accounting and critical thinking skills High comfort level with the technology used to aid in collaboration, communication, and documentation Excellent written and oral communication skills Advanced knowledge of Excel including building templates for other users. Responsibilities: Develop and implement strategic business plans for each asset that will govern its daily operations, position in the market, and ultimate disposition Assure financial performance, timely reporting, proactive and high-quality repairs and maintenance, and positive tenant relations The candidate should enjoy everchanging work assignments as the portfolio could frequently change Assist with conducting transaction analysis and support due diligence for new acquisitions Assist with due diligence and follow-up on property transactions Review monthly property management reports for variance against budget and strategy Prepare monthly, quarterly, and annual reporting for investor clients and senior leadership Create cash flow projections, analyze and recommend investor capital calls and distributions Develop analytical tools to allow leadership to better understand the state of the portfolio Monitor and maintain compliance with all lender requirements Monitor timely payment of taxes and insurance premiums Monitor all escrow accounts and operating cash accounts to assure they are properly funded Collaborate with other departments to improve and document processes and streamline reporting Oversight of 3rdparty brokerage teams and leasing Negotiate leases and renewals throughout the portfolio Compensation: Starting at $160,000 plus bonus (base increase for experience) Over its 40 year history, Trigild has managed and operated hundreds of commercial properties. Trigild has expertise in managing a wide array of commercial real estate assets and operating businesses. Trigild leverages its expertise in property management, receivership, fiduciary, operations, consulting, and disposition services under one roof - for maximum service and value. Visit **************** Our portfolio includes Hotels, Multifamily Complexes, Office Buildings and Hospitality Properties (including restaurants, golf courses, amusement parks). Additionally, Trigild is the nationally recognized authority on non-performing commercial loans that combines Receivership/Trustee, Management and Disposition services under one roof. That means no coordinating multiple companies, and no duplication of fees. We have the expertise to quickly take control of the assets, maximize operating results, and speed recovery by selling the assets quickly through our national network of industry contacts. . Whether you are looking for commercial management services or a new level of performance on commercial loan recovery, Trigild can maximize value. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. Trigild does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Trigild to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Trigild will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
    $160k yearly 13d ago
  • Senior Asset Manager

    Trigild 3.8company rating

    Newark, NJ jobs

    The Senior Asset Manager will be responsible for managing a portfolio of multifamily distressed assets in receivership, working with internal and external teams to meet the objectives of each asset, maximize property performance, and stabilize assets for their next phase. Desired Competency, Experience and Skills: 10+ years of experience with a focus on asset management activities, including leasing, financing, managing tenant improvements, capital investments, and dispositions Experience with distressed assets- often class C and B Ability to be self -sufficient to work outside the box to figure out challenges Exposure to legal aspect of commercial assets in receivership Comfortable navigating quickly changing portfolios and maintaining discretion when interfacing with building tenants Bachelor's Degree in Real Estate, Finance, Accounting; MBA a plus In-depth knowledge of real estate finance including commercial lease terms and debt and equity structures Able to successfully work in a team-oriented environment and partner with internal colleagues, external suppliers, and cross-functional groups Strong analytical, accounting and critical thinking skills High comfort level with the technology used to aid in collaboration, communication, and documentation Excellent written and oral communication skills Advanced knowledge of Excel including building templates for other users. Responsibilities: Develop and implement strategic business plans for each asset that will govern its daily operations, position in the market, and ultimate disposition Assure financial performance, timely reporting, proactive and high-quality repairs and maintenance, and positive tenant relations The candidate should enjoy everchanging work assignments as the portfolio could frequently change Assist with conducting transaction analysis and support due diligence for new acquisitions Assist with due diligence and follow-up on property transactions Review monthly property management reports for variance against budget and strategy Prepare monthly, quarterly, and annual reporting for investor clients and senior leadership Create cash flow projections, analyze and recommend investor capital calls and distributions Develop analytical tools to allow leadership to better understand the state of the portfolio Monitor and maintain compliance with all lender requirements Monitor timely payment of taxes and insurance premiums Monitor all escrow accounts and operating cash accounts to assure they are properly funded Collaborate with other departments to improve and document processes and streamline reporting Oversight of 3 rd party brokerage teams and leasing Negotiate leases and renewals throughout the portfolio Compensation: Starting at $160,000 plus bonus (base increase for experience) Over its 40 year history, Trigild has managed and operated hundreds of commercial properties. Trigild has expertise in managing a wide array of commercial real estate assets and operating businesses. Trigild leverages its expertise in property management, receivership, fiduciary, operations, consulting, and disposition services under one roof - for maximum service and value. Visit **************** Our portfolio includes Hotels, Multifamily Complexes, Office Buildings and Hospitality Properties (including restaurants, golf courses, amusement parks). Additionally, Trigild is the nationally recognized authority on non-performing commercial loans that combines Receivership/Trustee, Management and Disposition services under one roof. That means no coordinating multiple companies, and no duplication of fees. We have the expertise to quickly take control of the assets, maximize operating results, and speed recovery by selling the assets quickly through our national network of industry contacts. . Whether you are looking for commercial management services or a new level of performance on commercial loan recovery, Trigild can maximize value. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. Trigild does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Trigild to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Trigild will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
    $160k yearly Auto-Apply 36d ago
  • Funds Manager

    Sunrise 4.4company rating

    Miami, FL jobs

    Job Details 97 National HQ - Miami, FLDescription Are you passionate about helping others? Would you like to make a difference in someone's life? If you answered yes, we encourage you to join the Sunrise family! Sunrise is one of the largest, private not-for-profit organizations in the country dedicated to serving people with intellectual and developmental disabilities. At Sunrise we pride ourselves in taking an individualized approach in addressing the unique needs of each person seeking or receiving services. As an employer, we seek to provide an environment of growth and development for our employees that is consistent with recognizing the rights, needs, and wants of all people. Purpose: To provide oversight and supervision to the Consumer Funds Department with regards to the management and protection of consumer assets. Qualifications: Must successfully complete the required pre-employment Background and Drug Screenings Must possess a valid Driver's License which meets company standards for approved driver status Must possess an Bachelor's Degree Must possess at least two years of general management experience Must possess strong computer skills (MS Word, Excel and QuickBooks knowledge required) Essential Functions Responsible for reviewing all operating company procedures and provide recommendations regarding the management and protection of consumer assets Provides assistance in updating manuals and procedures for consumer funds Direct, monitors and evaluates the activities and performance of the consumer specialist Ensures Funds Specialists provide timely written reports of regular reviews to Sunrise administrative staff to include detailed findings of each review, recommendations for improvements, and request for specific corrective actions Oversees identity theft cases and maintains an electronic log of all cases pertaining to consumers Conducts special reviews/investigations of the implementation of procedures and practices at Sunrise administrative locations Assists in the training of new administrative staff in all procedures and practices related to the management of consumer assets Performs other duties as assigned This position will remain open until filled. Equal Opportunity Employer & Drug-Free Workplace If you were referred by a current Sunrise employee, please make sure to indicate so when completing the employment application process
    $40k-83k yearly est. 60d+ ago
  • Regional Asset Manager

    Housing Authority City of Camden 4.1company rating

    Camden, NJ jobs

    The Housing Authority of the City of Camden (HACC) is seeking a full-time Regional Asset Manager as part of the Public Housing Program. Join our team today and immerse yourself in a rewarding career for years to come! The Asset Management Department is responsible for effectively managing over 1,419 units owned and operated by the Housing Authority and is responsible for the centralized screening and selection of the Housing Authority's public housing residents. The services provided above assist low-income families and individuals who may include the homeless, elderly or disabled. All activities must support HACC's mission, strategic goals, and objectives. This position supports Asset Management and the Deputy Executive Director, or their designee, in the comprehensive management of Housing Authority properties, concentrating on overall property management functions (maintenance and upkeep, environmental systems, grounds, and fiscal administration). As needed, position assists in all department activities. Under the direct supervision of the Deputy Executive Director the Regional Asset Manager is responsible for managing the daily operations of all of the Housing Authority developments. The Regional Asset Manager position is a hybrid role that merges the oversight of property management with hands on financial planning and execution to develop, maintain and project the health and ownership of the real assets of the organization. The position is characterized by a high degree of responsibility, creativity, vision, accountability, technical aptitude and diplomacy. The incumbent will perform functions of a technical nature and routine office tasks. The Regional Asset Manager, effectively oversees and manages all operations and programs at multiple public housing developments within the HACC to ensure that the properties remain financially viable through the effective oversight of all management, occupancy, physical maintenance and safety functions. The incumbent will work with both internal and external teams to develop, implement and monitor strategic plans targeted at maximizing portfolio performance. Daily tasks include but not limited to meeting performance goals and collects, processes, analyzes and coordinates necessary data for the Asset Management Department and Housing Authority programs. Coordinates communication between Property Managers for both Private and Public Housing Sites, Maintenance and the Executive staff, reviews and analyzes departmental administration, objectives, efficiency, effectiveness, collects and inputs data and statistical information, as well as, other duties as assigned and/or as required to effectuate departmental objectives and goals. The ideal candidate for this role should have superior organizational skills, great attention to detail and motivational qualities. Salary range: Negotiable Successful candidates will be subject to satisfactory drug and criminal background screenings before hiring. Please note that we are an equal employment opportunities employer. Required Qualifications and Education: The minimum educational qualification required to be a Regional Asset Manager is a graduate from an accredited college or university with a Bachelor's degree in Real Estate, Business, Finance or Accounting is required: Advanced degree strongly preferred. A minimum of ten (10) years' experience in housing authority, private real estate asset management, or multi-family housing experience, or any equivalent combination of education and experience. Advanced degree strongly preferred. Must have experience in Asset Management, portfolio management, and project management. Background in community development is highly desirable. An equivalent combination of education and experience may be considered. Must possess at least one (1) of the following three (3) certifications when hired or promoted, and must possess all three (3) certifications within twelve (12) months of placement. All certifications must be acquired within 18 months: Rental Assistance Demonstration (RAD) Certification PH Management Certification Low Income Housing Tax Credit Specialist Certification Working knowledge of applicable HUD rules and regulations and HACC policies and collective bargaining agreements. Ability to establish and maintain effective working relationships with peers, superiors, residents, community service agencies, and the public. Other desirable qualifications include; knowledge of complex private and public debt financing and equity for typical affordable housing development projects; experience with and knowledge of design issues and construction materials and methods; capacity to manage multiple projects independently. Must possess a valid driver's license and be insurable under the Housing Authority's plan. The Housing Authority of the City of Camden offers a competitive starting salary. Interested and qualified candidates may apply in confidence by submitting a cover letter, resume and compensation requirements to the Career Center located in the ADP link below. HOUSING AUTHORITY OF THE CITY OF CAMDEN POSITION TITLE : Regional Asset Manager DEPARTMENT: Asset Management REPORTS TO: Deputy Executive Director Employment Status: Regular Full-time 40 hours per week Union Status: Non Union FLSA Status: Non-Exempt SUMMARY: This position supports Asset Management and the Deputy Executive Director, or their designee, in the comprehensive management of Housing Authority properties, concentrating on overall property management functions (maintenance and upkeep, environmental systems, grounds, and fiscal administration). As needed, position assists in all department activities. Under the direct supervision of the Deputy Executive Director the Regional Asset Manager is responsible for managing the daily operations of all of the Housing Authority developments. The Regional Asset Manager position is a hybrid role that merges the oversight of property management with hands on financial planning and execution to develop, maintain and project the health and ownership of the real assets of the organization. The position is characterized by a high degree of responsibility, creativity, vision, accountability, technical aptitude and diplomacy. The incumbent will perform functions of a technical nature and routine office tasks. The Regional Asset Manager, effectively oversees and manages all operations and programs at multiple public housing developments within the HACC to ensure that the properties remain financially viable through the effective oversight of all management, occupancy, physical maintenance and safety functions. The incumbent will work with both internal and external teams to develop, implement and monitor strategic plans targeted at maximizing portfolio performance. Daily tasks include but not limited to meeting performance goals and collects, processes, analyzes and coordinates necessary data for the Asset Management Department and Housing Authority programs. Coordinates communication between Property Managers for both Private and Public Housing Sites, Maintenance and the Executive staff, reviews and analyzes departmental administration, objectives, efficiency, effectiveness, collects and inputs data and statistical information, as well as, other duties as assigned and/or as required to effectuate departmental objectives and goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following but are not limited to the job specifications contained herein. Additional duties or job functions that can be performed safely may be required as deemed necessary by supervisory personnel. Supports all Housing Authority departments in position's capacity. Manages property portfolio to achieve overall HACC quality, occupancy, cost and revenue goals. Provides overall portfolio analysis and risk mitigation activities to the Executive Director or their designee. Manages overall property functions for Housing Authority properties to include maintenance and upkeep of all buildings, environmental systems and grounds, and total financial administration. Partners with internal and external resources to maintain high levels of property performance and standards. Obtains timely reports from property management operations, constructions activities, and develops watch list for each site to ensure compliance with HACC operational goals. Analyzes data for quality and sufficiency, conducts quarterly evaluations of the entire portfolio, prepares recommendations for internal watch-list, and prioritizes actions. Provides monthly report to Deputy Executive Director on each property's status to meet PHAS/MASS requirements. Prepares various reports required by the housing authority and the U.S. Department of Housing & Urban Development (HUD) including MASS certification and coordinating all other PHAS related responsibilities, including but not limited to coordination of REAC Inspections. Reviews and approves detailed goals for each property. Ensures property level goals support overall HACC portfolio goals. Evaluate capital improvements that will enhance the value of the portfolio. Ensures all housing communities are maintained and managed in compliance with prescribed health and safety conditions. Ensures exterior and grounds of properties are visually attractive and safe. Directs, supervises, and leads property management staff. Maintains performance standards. Oversees time and attendance of direct reports and addresses performance concerns. Trains and coaches property management staff and develops performance standards with subordinates to reach, or exceed, standards on a continuous basis. Initiates any corrective steps to modify or correct performance problems. Maintains positive management/resident relations through the resident association officers and members. Meets regularly with property managers, resident association and members to determine community needs, concerns, etc. and addresses any pertinent concerns in a timely manner. Ensures the development and maintenance of consistent inspection schedules for the community facilities and grounds with each property manager maintenance superintendent. Helps identify improvement areas and provides assistance in developing measurable plans of action for accomplishing the work. Exercises prudence in budget planning in accordance with Asset Based Budgeting and administration. Oversees the continued monitoring of unit interior inspections to ensure adherence to an annualized schedule that complies with established HACC policies and procedures. Trains and mentors on-site staff to follow established Housing Authority policies and procedures when dealing with unit residents. Ensures policies and procedures comply with legal precedent and cases regarding residents and violations of lease terms and provisions. Monitors availability of specialized maintenance services or contractor-provided services to decrease maintenance wait time and increase unit turnaround. Maintains a vacancy preparation / control schedule that complies with HACC established unit turnaround time. Uses needs assessment and budget availability to maximize maintenance dollars. Oversees the development of site operating budgets in conjunction with each property manager for review by the Chief Financial Officer and Deputy Executive Director. Monitors the actual versus budgeted expenditures for all sites monthly to ensure budgetary control. Work with property managers to develop, review, revise and approve property budgets and capital plans. Ensures that all property sites meet established PHAS indicators. Prepares correspondence dealing with housing developments and programs. Establishes and maintains essential records and files. Updates and maintains the Housing Authority's Annual/5-year Plan, including coordinating and conducting hearings/meetings. Researches, coordinates and develops program cyclical functions/requirements, including but not limited to flat rents, utility allowances, etc. Analyzes operational problems brought to light through studies and requests and conducts hearings for various agency plans and complies and interprets data including monitoring, implementing and distributing HUD and other related mandates, regulations, and updates (i.e. Fair Housing, PIH Notices, etc.). Performs Quality Control (QC) Field Inspections in order to assure accuracy of the monthly PPRs and holds AMPs accountable to the same. Assists in monitoring and coordinating activity related to the HUD Secured Systems, EIV, and IMS-PIC data. Assesses new administrative ideas and approaches and keeps the housing authority informed of changes as it relates to changes affecting the public housing program with reporting methods to the Public Housing Assessment Systems (PHAS) and MASS certification. Attends board meetings, conferences, trainings and seminars. Demonstrate the ability to make effective, decisive, performance-driven, management decisions within a fiscally challenging environment. Assume a critical leadership role in a position with ever-increasing responsibilities and “24/7” demands in regard to emergency calls, etc. Experience with Mixed-Finance Public Housing Developments, Rental Assistance Demonstration (RAD) and Low Income Housing Tax Credits (LIHTC). Represent the HACC with professional integrity and sound judgment. Apply developed written and oral communication skills and strong knowledge of HUD rules and regulations pertaining to public housing and all applicable HACC policies, procedures, union contracts rules and administrative practices. Review applications for new employee hire, participate in the interview process and make recommendations for new hire(s). Effectively supervises the site-based and other assigned staff so that the measurable objectives listed above are met. Provides clear direction and guidance on staff assignments. Completes annual, written, employee performance evaluations. Must be able to make decisions on staff needs based upon the site's budget, including working with the HACC Human Resource Department. Assist in enforcing HACC policies, including existing local collective bargaining agreements for represented employees. Responsible for the overall positive curb appeal and marketability of the property and oversees the maintenance of all facilities, buildings, and grounds to ensure compliance with UPCS. Routinely, often daily, tours the site to inspect grounds and buildings. Must address deficiencies within a timely fashion. Oversees site-based waiting list and all necessary requirements for processing of new admissions and performs new move-in orientations. Conducts applicant hearings, when applicable. Oversees the annual reexamination of resident household income to determine monthly rental payments, aggressively monitoring all monies owed under repayment agreements. Oversees the collection of rent (either at local banks or at the site) and all attendant issues. Enforces the HACC's Residential Lease by methods ranging from educational flyers, discussions at community meetings, reminders, “notices to cease”, to the eviction process. Pursues evictions when documented evidence is provided that a family has violated HACC's “One Strike” Policy or other lease violations. Prepares comprehensive documentation in support of lease termination actions, attends court during eviction proceedings and frequently acts as a witness. Monitors “move-out” and schedules the preparation of vacant units to ensure timely unit turnaround. Works closely with HACC's Security Department and Camden County Police Department and various law enforcement agencies to mutually develop anti-crime measures, including contacting law enforcement to respond to site-specific safety concerns and issues. Maintains complete and accurate resident files and records. Routinely produces clear, accurate, timely, and informative monthly management reports. Maintains a cooperative relationship with the site's resident association; communicates regularly with resident leadership regarding HACC policies and programs and receives and forwards resident's “feedback”; provides technical assistance and support to the resident organization. Pursues revenue enhancement and cost-cutting opportunities at the property. Develops a secure and well-organized supply room and procures materials and services within a specific threshold; follows all HACC, State and Federal procurement rules. Maintains awareness of major socio-economic problems of residents and makes appropriate interventions and referrals to outside agencies. Within budget constraints, promotes partnering with outside service providers and makes available a comprehensive list of services and programs in the surrounding community. Supervise the ordering of material/supplies and approve all requisitions at site level. Develop and maintain site's community center, particularly the afterschool and summer programs. Participate in labor agreement negotiations when necessary. Recommend revisions or deletions to collective bargaining agreements if/when effects inefficient operations to site. Provides managerial and budgetary information which impacts the efficient operation of the site during collective bargaining negotiations and may be designated to represent the Property Managers on the management negotiations team. Attends various workshops, meetings (including city and community) and Board of Commissioners meetings. Knowledge of Computer Skills, Data Entry, Microsoft Office Skills. Performs other related duties as assigned REQUIREMENTS AND PERFORMANCE GOALS: Complete 100% of required annual unit and system inspections with appropriate follow-up actions, in compliance with HUD's NSPIRE Physical Inspection Standards. Complete all required weekly, monthly or other periodic inspections for warranties and manufacturers' specifications. Abate or correct 100% of emergency work orders within 24 hours. Overall responsibility for the operational and financial health of all public housing properties. Effectively supervises the site-based management and maintenance personnel. Takes steps to ensure that the property receives a score of 70 or above as a result of the independent NSPIRE inspection. Takes all appropriate action to limit the number of vacancies to less than 5% and total unit turnaround time to no more than 20 days. Ensures that routine work orders are completed on average in 20 days. Effectively enforces HACC's Rent Collection Policy and ensures that at least 95% of monthly rents charged are collected from residents. Takes steps to ensure that 100% of required annual re-examinations are completed on time. Actively pursues evictions when documented evidence is available that a family has violated the HACC residential lease agreement and the Authority's One Strike and You're Out Policy. Routinely produces clear, accurate, timely, and informative monthly management and financial reports. Selects and assigns units to new residents in compliance with all HACC and HUD rules and regulations. Maintains complete and accurate applicant and resident files that are in compliance with all HUD requirements. Effectively monitors property operations budget so that budget versus actual figures at the end of the fiscal year shows no more than a 5% negative variance. Effectively monitor and implement property's capital improvement budget. Completes 100% of annual, written performance evaluations on all direct reports and ensures that all property staff is evaluated on an annual basis. Knowledge Methods and techniques of job development and client placement. Proficient in MS Office Applications, Word, Excel, Power Point, Outlook, Tenmast (or other similar property management software)and Internet. Effective verbal and written communication skills. Effective time management skills. Ability to prepare reports and official correspondence and maintain essential records and files. Ability to speak before large and varied groups of people and lead discussions. Strong analytical skills. Knowledgeable in the economic and demographic conditions in each market and market trends. Team oriented, approachable and strong networking and leadership skills. Ability to work independently and to make recommendations to Executive staff and Board Commissioners. Ability to read, write, speak understand and communicate in English sufficiently to perform the duties of this position. Ability to understand, remember and carry out oral and written directions. Ability to work harmoniously with associates and others. Responsible for courteous, efficient response at all times. MINIMUM TRAINING AND EXPERIENCE: Graduation from an accredited college or university with a Bachelor's degree in Real Estate, Business, Finance or Accounting is required: Advanced degree strongly preferred. Minimum ten (10) years' experience in housing authority, private real estate asset management, or multi-family housing experience, or any equivalent combination of education and experience. Advanced degree strongly preferred. Must have experience in Asset Management, portfolio management, and project management. Background in community development is highly desirable. Must possess at least one (1) of the following two (2) certifications when hired or promoted, and must possess both certifications within twelve (12) months of placement. Failure to possess both certifications after 1 year in the position will result in termination: Public Housing Management (PHM) Certification Low Income Housing Tax Credit (LIHTC) Certification Rental Assistance Demonstration (RAD) Certification Working knowledge of applicable HUD rules and regulations and HACC policies and collective bargaining agreements. Ability to establish and maintain effective working relationships with peers, superiors, residents, community service agencies, and the public. Other desirable qualifications include; knowledge of complex private and public debt financing and equity for typical affordable housing development projects; experience with and knowledge of design issues and construction materials and methods; capacity to manage multiple projects independently. SUPERVISORY RESPONSIBILITIES: Supervise site staff as assigned. LANGUAGE SKILLS: Ability to read a limited number of two and three-syllable words and basic numbers. Ability to speak simple sentences. MATHEMATICAL SKILLS: Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance. REASONING ABILITY: Ability to apply common sense understanding to carry out detailed and involved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly exposed to outside weather conditions. The noise level in the work environment is usually moderate. NEW JERSEY RESIDENCY LAW: Pursuant to “New Jersey First Act,” N.J.S.A. 52:14-7 (P.L. 2011, Chapter 70), effective September 1, 2011 all newly hired employees of State and local government must reside in the State of New Jersey, unless exempted under the law. If you do not reside in New Jersey, you have one year after the date of hire to relocate your residence to New Jersey. If you not do so, you are subject to removal from your office, position or employment. This is not an employment agreement, contract agreement, or contract. Management has exclusive right to alter this at any time without notice. I, __________________________________________ have read the above job description for my position, I fully understand the contents, and I shall perform these duties to the best of my ability. Employee Signature ____________________________ Date: ______________
    $73k-109k yearly est. Auto-Apply 9d ago
  • Regional Asset Manager

    Housing Authority City of Camden 4.1company rating

    Camden, NJ jobs

    : Regional Asset Manager The Housing Authority of the City of Camden (HACC) is seeking a full-time Regional Asset Manager as part of the Public Housing Program. Join our team today and immerse yourself in a rewarding career for years to come! The Asset Management Department is responsible for effectively managing over 1,419 units owned and operated by the Housing Authority and is responsible for the centralized screening and selection of the Housing Authority's public housing residents. The services provided above assist low-income families and individuals who may include the homeless, elderly or disabled. All activities must support HACC's mission, strategic goals, and objectives. This position supports Asset Management and the Deputy Executive Director, or their designee, in the comprehensive management of Housing Authority properties, concentrating on overall property management functions (maintenance and upkeep, environmental systems, grounds, and fiscal administration). As needed, position assists in all department activities. Under the direct supervision of the Deputy Executive Director the Regional Asset Manager is responsible for managing the daily operations of all of the Housing Authority developments. The Regional Asset Manager position is a hybrid role that merges the oversight of property management with hands on financial planning and execution to develop, maintain and project the health and ownership of the real assets of the organization. The position is characterized by a high degree of responsibility, creativity, vision, accountability, technical aptitude and diplomacy. The incumbent will perform functions of a technical nature and routine office tasks. The Regional Asset Manager, effectively oversees and manages all operations and programs at multiple public housing developments within the HACC to ensure that the properties remain financially viable through the effective oversight of all management, occupancy, physical maintenance and safety functions. The incumbent will work with both internal and external teams to develop, implement and monitor strategic plans targeted at maximizing portfolio performance. Daily tasks include but not limited to meeting performance goals and collects, processes, analyzes and coordinates necessary data for the Asset Management Department and Housing Authority programs. Coordinates communication between Property Managers for both Private and Public Housing Sites, Maintenance and the Executive staff, reviews and analyzes departmental administration, objectives, efficiency, effectiveness, collects and inputs data and statistical information, as well as, other duties as assigned and/or as required to effectuate departmental objectives and goals. The ideal candidate for this role should have superior organizational skills, great attention to detail and motivational qualities. Salary range: Negotiable Successful candidates will be subject to satisfactory drug and criminal background screenings before hiring. Please note that we are an equal employment opportunities employer. Required Qualifications and Education:The minimum educational qualification required to be a Regional Asset Manager is a graduate from an accredited college or university with a Bachelor's degree in Real Estate, Business, Finance or Accounting is required: Advanced degree strongly preferred. A minimum of ten (10) years' experience in housing authority, private real estate asset management, or multi-family housing experience, or any equivalent combination of education and experience. Advanced degree strongly preferred. Must have experience in Asset Management, portfolio management, and project management. Background in community development is highly desirable. An equivalent combination of education and experience may be considered. Must possess at least one (1) of the following three (3) certifications when hired or promoted, and must possess all three (3) certifications within twelve (12) months of placement. All certifications must be acquired within 18 months: Rental Assistance Demonstration (RAD) CertificationPH Management CertificationLow Income Housing Tax Credit Specialist Certification Working knowledge of applicable HUD rules and regulations and HACC policies and collective bargaining agreements. Ability to establish and maintain effective working relationships with peers, superiors, residents, community service agencies, and the public. Other desirable qualifications include; knowledge of complex private and public debt financing and equity for typical affordable housing development projects; experience with and knowledge of design issues and construction materials and methods; capacity to manage multiple projects independently. Must possess a valid driver's license and be insurable under the Housing Authority's plan. The Housing Authority of the City of Camden offers a competitive starting salary. Interested and qualified candidates may apply in confidence by submitting a cover letter, resume and compensation requirements to the Career Center located in the ADP link below. HOUSING AUTHORITY OF THE CITY OF CAMDEN JOB DESCRIPTION POSITION TITLE: Regional Asset Manager DEPARTMENT: Asset Management REPORTS TO: Deputy Executive Director Employment Status: Regular Full-time 40 hours per week Union Status: Non Union FLSA Status: Non-Exempt SUMMARY: This position supports Asset Management and the Deputy Executive Director, or their designee, in the comprehensive management of Housing Authority properties, concentrating on overall property management functions (maintenance and upkeep, environmental systems, grounds, and fiscal administration). As needed, position assists in all department activities. Under the direct supervision of the Deputy Executive Director the Regional Asset Manager is responsible for managing the daily operations of all of the Housing Authority developments. The Regional Asset Manager position is a hybrid role that merges the oversight of property management with hands on financial planning and execution to develop, maintain and project the health and ownership of the real assets of the organization. The position is characterized by a high degree of responsibility, creativity, vision, accountability, technical aptitude and diplomacy. The incumbent will perform functions of a technical nature and routine office tasks. The Regional Asset Manager, effectively oversees and manages all operations and programs at multiple public housing developments within the HACC to ensure that the properties remain financially viable through the effective oversight of all management, occupancy, physical maintenance and safety functions. The incumbent will work with both internal and external teams to develop, implement and monitor strategic plans targeted at maximizing portfolio performance. Daily tasks include but not limited to meeting performance goals and collects, processes, analyzes and coordinates necessary data for the Asset Management Department and Housing Authority programs. Coordinates communication between Property Managers for both Private and Public Housing Sites, Maintenance and the Executive staff, reviews and analyzes departmental administration, objectives, efficiency, effectiveness, collects and inputs data and statistical information, as well as, other duties as assigned and/or as required to effectuate departmental objectives and goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following but are not limited to the job specifications contained herein. Additional duties or job functions that can be performed safely may be required as deemed necessary by supervisory personnel. Supports all Housing Authority departments in position's capacity. Manages property portfolio to achieve overall HACC quality, occupancy, cost and revenue goals. Provides overall portfolio analysis and risk mitigation activities to the Executive Director or their designee. Manages overall property functions for Housing Authority properties to include maintenance and upkeep of all buildings, environmental systems and grounds, and total financial administration. Partners with internal and external resources to maintain high levels of property performance and standards. Obtains timely reports from property management operations, constructions activities, and develops watch list for each site to ensure compliance with HACC operational goals. Analyzes data for quality and sufficiency, conducts quarterly evaluations of the entire portfolio, prepares recommendations for internal watch-list, and prioritizes actions. Provides monthly report to Deputy Executive Director on each property's status to meet PHAS/MASS requirements. Prepares various reports required by the housing authority and the U. S. Department of Housing & Urban Development (HUD) including MASS certification and coordinating all other PHAS related responsibilities, including but not limited to coordination of REAC Inspections. Reviews and approves detailed goals for each property. Ensures property level goals support overall HACC portfolio goals. Evaluate capital improvements that will enhance the value of the portfolio. Ensures all housing communities are maintained and managed in compliance with prescribed health and safety conditions. Ensures exterior and grounds of properties are visually attractive and safe. Directs, supervises, and leads property management staff. Maintains performance standards. Oversees time and attendance of direct reports and addresses performance concerns. Trains and coaches property management staff and develops performance standards with subordinates to reach, or exceed, standards on a continuous basis. Initiates any corrective steps to modify or correct performance problems. Maintains positive management/resident relations through the resident association officers and members. Meets regularly with property managers, resident association and members to determine community needs, concerns, etc. and addresses any pertinent concerns in a timely manner. Ensures the development and maintenance of consistent inspection schedules for the community facilities and grounds with each property manager maintenance superintendent. Helps identify improvement areas and provides assistance in developing measurable plans of action for accomplishing the work. Exercises prudence in budget planning in accordance with Asset Based Budgeting and administration. Oversees the continued monitoring of unit interior inspections to ensure adherence to an annualized schedule that complies with established HACC policies and procedures. Trains and mentors on-site staff to follow established Housing Authority policies and procedures when dealing with unit residents. Ensures policies and procedures comply with legal precedent and cases regarding residents and violations of lease terms and provisions. Monitors availability of specialized maintenance services or contractor-provided services to decrease maintenance wait time and increase unit turnaround. Maintains a vacancy preparation / control schedule that complies with HACC established unit turnaround time. Uses needs assessment and budget availability to maximize maintenance dollars. Oversees the development of site operating budgets in conjunction with each property manager for review by the Chief Financial Officer and Deputy Executive Director. Monitors the actual versus budgeted expenditures for all sites monthly to ensure budgetary control. Work with property managers to develop, review, revise and approve property budgets and capital plans. Ensures that all property sites meet established PHAS indicators. Prepares correspondence dealing with housing developments and programs. Establishes and maintains essential records and files. Updates and maintains the Housing Authority's Annual/5-year Plan, including coordinating and conducting hearings/meetings. Researches, coordinates and develops program cyclical functions/requirements, including but not limited to flat rents, utility allowances, etc. Analyzes operational problems brought to light through studies and requests and conducts hearings for various agency plans and complies and interprets data including monitoring, implementing and distributing HUD and other related mandates, regulations, and updates (i. e. Fair Housing, PIH Notices, etc. ). Performs Quality Control (QC) Field Inspections in order to assure accuracy of the monthly PPRs and holds AMPs accountable to the same. Assists in monitoring and coordinating activity related to the HUD Secured Systems, EIV, and IMS-PIC data. Assesses new administrative ideas and approaches and keeps the housing authority informed of changes as it relates to changes affecting the public housing program with reporting methods to the Public Housing Assessment Systems (PHAS) and MASS certification. Attends board meetings, conferences, trainings and seminars. Demonstrate the ability to make effective, decisive, performance-driven, management decisions within a fiscally challenging environment. Assume a critical leadership role in a position with ever-increasing responsibilities and “24/7” demands in regard to emergency calls, etc. Experience with Mixed-Finance Public Housing Developments, Rental Assistance Demonstration (RAD) and Low Income Housing Tax Credits (LIHTC). Represent the HACC with professional integrity and sound judgment. Apply developed written and oral communication skills and strong knowledge of HUD rules and regulations pertaining to public housing and all applicable HACC policies, procedures, union contracts rules and administrative practices. Review applications for new employee hire, participate in the interview process and make recommendations for new hire(s). Effectively supervises the site-based and other assigned staff so that the measurable objectives listed above are met. Provides clear direction and guidance on staff assignments. Completes annual, written, employee performance evaluations. Must be able to make decisions on staff needs based upon the site's budget, including working with the HACC Human Resource Department. Assist in enforcing HACC policies, including existing local collective bargaining agreements for represented employees. Responsible for the overall positive curb appeal and marketability of the property and oversees the maintenance of all facilities, buildings, and grounds to ensure compliance with UPCS. Routinely, often daily, tours the site to inspect grounds and buildings. Must address deficiencies within a timely fashion. Oversees site-based waiting list and all necessary requirements for processing of new admissions and performs new move-in orientations. Conducts applicant hearings, when applicable. Oversees the annual reexamination of resident household income to determine monthly rental payments, aggressively monitoring all monies owed under repayment agreements. Oversees the co
    $73k-109k yearly est. 5d ago
  • Senior Manager, Credit

    Headquarters 3.7company rating

    Fairfield, NJ jobs

    When you join Kyocera Document Solutions America, Inc. you are joining an organization that is deeply rooted in the Philosophy of “doing what is right as a human being”. Through this Philosophy, our employees are passionate about providing best in class customer service through efficiency, accountability, and a sense of urgency all while putting knowledge to work to drive change. In addition, we're a Great Place to Work… and we really mean it! Kyocera Document Solutions America, Inc. was officially certified as a Great Place to Work since 2022. An organization earns this distinction when its employees have expressed their trust the people they work for, have pride in what they do and enjoy the people they work with. As a Credit Manager, you will oversee Strategic accounts with Collection Specialists, serve as the lead of credit governance and leasing partner, and report to Senior Director, Finance and Control. You will be responsible for protecting the corporation's second largest asset and promoting company growth by providing business consultation with clients. To assess risk and ensure all company transactions are properly secured through financial analysis. The chance to do something meaningful, to challenge yourself, to be a part of change in an industry, to influence change doesn't come around every day. Responsibilities + Enterprise-Level Credit Risk Leadership o Oversee credit risk exposure for Strategic Accounts, ensuring proactive mitigation strategies and strong cashflow protection. o Lead forward-looking collection strategies informed by customer behavior trends, market conditions, and emerging risks. o Structure and negotiate complex agreements, including credit terms, financial support programs, and credit security instruments. o Drive decisions on write-offs and legal actions by integrating risk assessments, customer viability, and commercial implications. o Deliver accurate, high-quality cashflow forecasts to support enterprise liquidity planning. Conduct regular AR aging reviews and initiate targeted collection measures to secure timely payments. + Credit Governance & Group-Level Alignment. o Serve as the credit governance lead for 10 subsidiaries, ensuring alignment with enterprise risk standards and consistent performance across the group. o Coach and mentor AR Managers in strategic planning, risk identification, and working capital optimization. o Establish group-wide credit frameworks, escalation processes, and standardized reporting practices. o Strengthen organizational capability through training programs, best-practice sharing, and ongoing performance monitoring. o Act as a strategic partner to Sales Operations, Customer Service, and Finance to accelerate cash conversion, resolve systemic issues, and assess customer risk. Engage directly with customers to address past-due accounts and support financial planning analysis. + External Relationship Management & Strategic Liaison o Serve as Kyocera's primary liaison with national leasing partners, representing the organization in escalations, dispute resolution, and credit-exposure matters. o Build and maintain long-term relationships that promote predictable cashflow and minimize dispute frequency. o Oversee risk assessment, portfolio monitoring, and performance analysis specific to leasing receivables. o Lead cross-functional initiatives to improve billing accuracy, system integration, and reconciliation processes related to leasing partners. + Reporting, Credit Risk Analytics & Enterprise Contribution o Deliver high-impact credit analytics that support executive decision-making, including cashflow forecasts, performance trend analysis, and risk-concentration reporting. o Lead comprehensive credit risk assessment frameworks addressing liquidity, solvency, operational efficiency, and cashflow quality. o Provide strategic recommendations regarding credit limits, customer risk grading, and portfolio optimization. o Guide system enhancements and data governance improvements to increase credit transparency and analytical accuracy. o Support enterprise initiatives related to internal controls, governance, and working capital strategy. Develop, mentor, and monitor the performance of Collection Specialists to ensure operational excellence. + Ad Hoc Duties o This may include support for other subsidiaries or other duties relating to AR and Credit. Qualifications Required: Exceptional interpersonal, communication, and negotiation skills Degree in Business, Finance, Accounting, Economics or similar. Thorough knowledge of credit policy, procedures, laws and regulations Strong management skills to oversee the team Advanced knowledge of Financial Statement Analysis, Business Law and Bankruptcy Procedures. Experience with Oracle or another major ERP Advanced Excel and PowerPoint skills Ability to work overtime hours when needed Physical requirements: standing, sitting, and working with computers, bending, and light lifting Preferred: MBA or CPA preferred. The typical pay range for this role is $106,000 -$132,000. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography, and other relevant factors. This position may include a discretionary bonus based on performance. Note This is a general description of the duties and responsibilities most frequently required of this position. The company may from time-to-time request that the incumbent perform other related tasks and assume reasonable responsibilities that have not been specifically included in this description. Kyocera Document Solutions America, Inc is a group company of Kyocera Document Solutions Inc., a global leading provider of total document solutions based in Osaka, Japan. The company's portfolio includes reliable and eco-friendly MFPs and printers, as well as business applications and consultative services which enable customers to optimize and manage their document workflow, reaching new heights of efficiency. With professional expertise and a culture of empathetic partnership, the objective of the company is to help organizations put knowledge to work to drive change. Kyocera is looking for enthusiastic and innovative people to help our customers run their businesses more efficiently and more profitably. We offer a generous benefits package including medical, dental and vision plans, a 401k match, flexible spending, disability and life insurance, plus paid time off and holidays. KYOCERA Document Solutions America, Inc. is an Equal Opportunity Employer, a VEVRRA Federal Contractor, and complies with all applicable federal, state, and local laws regarding nondiscrimination. Kyocera provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or protected veteran status. Qualified minorities, women, protected veterans and/or individuals with disabilities are encouraged to apply.
    $106k-132k yearly Auto-Apply 2d ago
  • Property Asset Manager

    Broad Management Group LLC 4.0company rating

    Montvale, NJ jobs

    Job DescriptionDescription: The Property Asset Manager is responsible for the overall performance and management of a portfolio of multi-family properties. This role involves developing and implementing strategic asset management plans, maximizing property value and returns, and ensuring alignment with the company's financial and operational goals. The Asset Manager will work closely with property management team to enhance asset performance and achieve desired outcomes. Requirements: Key Responsibilities: Portfolio Management: Oversee a portfolio of multi-family properties, ensuring that all assets meet or exceed financial performance targets. Develop and implement asset management strategies to maximize property value and cash flow. Conduct regular performance reviews and market analysis to identify opportunities for improvement. Financial Analysis & Reporting: Prepare and analyze financial reports, including income statements, budgets, and cash flow projections. Monitor key performance indicators (KPIs) and financial metrics to assess asset performance. Provide regular updates and recommendations to senior management regarding portfolio performance. Capital Improvements & Renovations: Develop and manage capital improvement plans to enhance property value and competitive positioning. Oversee renovation and capital expenditure projects, ensuring they are completed on time and within budget. Risk Management: Identify and mitigate potential risks related to the portfolio, including market fluctuations, regulatory changes, and operational challenges. Ensure compliance with all local, state, and federal regulations related to property management and asset management. Tenant Relations & Occupancy: Work with property management teams to maintain high occupancy rates and tenant satisfaction. Develop and implement strategies to retain tenants and minimize vacancy rates. Budgeting & Forecasting: Develop and manage annual budgets for each property in the portfolio. Provide accurate financial forecasting to support long-term planning and decision-making. Collaboration & Communication: Serve as the primary point of contact between property management teams, investors, and other stakeholders. Foster strong relationships with key partners, including lenders, investors, and contractors. Communicate regularly with senior management on portfolio performance and strategic initiatives. Acquisitions & Dispositions: Assist in the evaluation and due diligence of potential property acquisitions. Manage the disposition process for assets identified for sale, ensuring optimal return on investment. Qualifications: Bachelor's degree in Real Estate, Finance, Business Administration, or related field. MBA or relevant certifications (e.g., CPM, CCIM) preferred. Minimum of 4 years of experience as a Regional Manager or asset manager, with a focus on multi-family properties. Strong financial acumen, with experience in financial modeling, budgeting, and forecasting. Excellent understanding of real estate market dynamics and property management principles. Proven track record of enhancing property value and performance. Strong analytical, communication, and interpersonal skills. Ability to work independently and as part of a team in a fast-paced environment. Working Conditions: Regular travel to properties within the portfolio is required. Ability to work in an office environment with site visits #HP
    $55k-91k yearly est. 22d ago
  • Cash Manager

    Daily Management Inc. 3.9company rating

    Fort Lauderdale, FL jobs

    Job Title: Cash Manager Department: Finance / Treasury Reports To: Vice President, Finance (or Controller / CFO as applicable) FLSA Status: Exempt Job Type: Full-Time Date Updated: October 16, 2025 About Vacatia Vacatia is a leading innovator in the hospitality and vacation ownership industry, dedicated to creating exceptional experiences for travelers, owners, and partners alike. With a growing portfolio of managed resorts and a commitment to operational excellence, we provide flexible, technology-driven solutions that redefine the vacation ownership experience. Our collaborative culture empowers team members to drive results, embrace innovation, and shape the future of hospitality. Position Summary Vacatia is seeking a highly skilled and detail-oriented Cash Manager to oversee daily liquidity operations and ensure the optimal utilization of cash resources across multiple entities. This role is responsible for managing bank relationships, executing intercompany and external cash movements, and leading process automation initiatives that enhance transparency, scalability, and control within the treasury function. Working across multiple banking platforms and business units, the Cash Manager plays a pivotal role in forecasting, risk mitigation, and capital deployment. The ideal candidate combines strong analytical acumen with exceptional organizational and communication skills, thriving in a fast-paced and evolving environment. Key ResponsibilitiesDaily Cash Operations & Forecasting Accurately forecast, monitor, and manage the company's daily cash position across all corporate and operating accounts. Maintain short- and long-term cash forecasts, incorporating receivables, payables, payroll, and capital planning. Reconcile and report daily cash activity, resolving variances promptly. Ensure sufficient liquidity to meet operational needs while maximizing yield on excess balances. Banking Administration & Relationship Management Manage the opening, closing, and maintenance of corporate bank accounts, ensuring compliance and proper documentation. Serve as the primary liaison with banking partners to address operational issues, negotiate fees, and enhance services. Oversee annual bank account audits and ensure compliance with internal controls and external regulations. Maintain current records of bank account hierarchies, authorized signers, and system access across all entities. Fund Transfers & Treasury Transactions Initiate and manage all intercompany and external transfers, including wires, ACHs, and internal funding. Execute cash concentration, pooling, and intercompany lending activities to optimize liquidity. Review and approve payment runs, ensuring compliance with internal policies and adequate funding. Support investment management and short-term borrowing programs as directed by Finance leadership. Process Optimization & Automation Identify and implement automation tools to streamline manual treasury processes. Strengthen internal controls, reconciliation workflows, and standardized reporting. Partner with Accounting, FP&A, and IT to enhance forecasting models and ERP-bank integrations. Lead initiatives to improve transparency, scalability, and accuracy of treasury operations. Risk Management, Controls & Compliance Maintain and enforce treasury-related internal controls, ensuring SOX and corporate governance compliance. Support periodic reviews of fraud prevention, dual authorization, and data security protocols. Assist with disaster recovery and business continuity planning for treasury operations. Participate in internal and external cash audits and provide audit support as required. Reporting & Analytics Prepare and distribute daily, weekly, and monthly cash and liquidity reports for senior management. Develop dashboards to visualize cash flow trends and identify emerging liquidity risks. Deliver actionable insights to support investment, financing, and strategic planning decisions. Qualifications Bachelor's degree in Finance, Accounting, Business, or related field required; Certified Treasury Professional (CTP) preferred. Minimum of 5 years of progressive experience in cash management, treasury operations, or corporate finance. Strong understanding of cash forecasting, liquidity management, and banking operations. Proficiency in Excel, Treasury Management Systems (TMS), and ERP integrations (e.g., NetSuite, Workday, Oracle, SAP). Experience with banking portals, payment platforms, and fraud prevention tools. Exceptional analytical, communication, and organizational skills with strong attention to detail. Ability to manage multiple priorities and deliver under tight deadlines in a dynamic environment.
    $79k-109k yearly est. Auto-Apply 55d ago
  • Treasury Manager

    Prime Group 4.6company rating

    Hollywood, FL jobs

    Job Details Hollywood, FL Full Time 4 Year Degree None Day AccountingDescription Job Title: Treasury Manager Department: 10001 - Accounting Reports To: Director of Treasury FLSA Status: Exempt The Treasury Manager is responsible for preparing accurate and timely financial statements, performing in-depth financial analysis, and ensuring compliance with GAAP and SEC reporting standards. This role supports operational teams, oversees journal entries and reconciliations, and provides financial insights that aid in decision-making and forecasting. Key Responsibilities Prepare monthly, quarterly, and annual financial reports, including balance sheets, income statements, cash flow statements, and roll-forward schedules Record journal entries and ensure proper classification and accuracy in the general ledger Analyze budget-to-actual variances and provide detailed explanations Collaborate with property managers and construction teams on accruals and financial matters Assist with quarterly forecasting and variance reporting Reconcile balance sheet and P&L accounts and validate alignment with detailed general ledger data Maintain operational and capital account roll-forwards for business partners Conduct cost center account analysis and reconcile intercompany accounts Manage investment accounting including capital waterfalls, contributions/distributions, and preferred return calculations Reconcile bank accounts and maintain accurate records of treasury activity Oversee accounting for fixed assets and calculate depreciation Ensure compliance with state and federal tax requirements, including estimated payments and filings Support requisition and purchase order processing; monitor department budgets Generate financial analyses and special reports for management Provide strategic financial insights and operational recommendations Stay current with regulatory changes and accounting standards; participate in training and professional development Support ad hoc projects and financial initiatives as assigned Qualifications Education & Experience: Bachelor's or Master's degree in Accounting, Finance, or related field 2-4 years of experience in financial reporting, treasury, or accounting roles; real estate or construction industry experience preferred Strong knowledge of GAAP and financial statement preparation Technical Skills: Proficient in Microsoft Excel and Word Experience with Sage 300 or similar ERP systems Core Competencies: Strong analytical and problem-solving skills Ability to manage multiple priorities and meet deadlines Excellent written and verbal communication skills Detail-oriented with a high level of accuracy Physical Requirements: Regularly required to sit, use hands, and communicate clearly Frequently required to stand and walk; occasionally required to reach, climb, kneel, or lift up to 10 lbs Must have vision capabilities for close, distance, and peripheral tasks Work Environment: Office setting with moderate noise levels Reasonable accommodations available for individuals with disabilities
    $63k-101k yearly est. 59d ago
  • Cash Manager

    Daily Management Inc. 3.9company rating

    Kissimmee, FL jobs

    Job Description Job Title: Cash Manager Department: Finance / Treasury Reports To: Vice President, Finance (or Controller / CFO as applicable) FLSA Status: Exempt Job Type: Full-Time Date Updated: October 16, 2025 About Vacatia Vacatia is a leading innovator in the hospitality and vacation ownership industry, dedicated to creating exceptional experiences for travelers, owners, and partners alike. With a growing portfolio of managed resorts and a commitment to operational excellence, we provide flexible, technology-driven solutions that redefine the vacation ownership experience. Our collaborative culture empowers team members to drive results, embrace innovation, and shape the future of hospitality. Position Summary Vacatia is seeking a highly skilled and detail-oriented Cash Manager to oversee daily liquidity operations and ensure the optimal utilization of cash resources across multiple entities. This role is responsible for managing bank relationships, executing intercompany and external cash movements, and leading process automation initiatives that enhance transparency, scalability, and control within the treasury function. Working across multiple banking platforms and business units, the Cash Manager plays a pivotal role in forecasting, risk mitigation, and capital deployment. The ideal candidate combines strong analytical acumen with exceptional organizational and communication skills, thriving in a fast-paced and evolving environment. Key ResponsibilitiesDaily Cash Operations & Forecasting Accurately forecast, monitor, and manage the company's daily cash position across all corporate and operating accounts. Maintain short- and long-term cash forecasts, incorporating receivables, payables, payroll, and capital planning. Reconcile and report daily cash activity, resolving variances promptly. Ensure sufficient liquidity to meet operational needs while maximizing yield on excess balances. Banking Administration & Relationship Management Manage the opening, closing, and maintenance of corporate bank accounts, ensuring compliance and proper documentation. Serve as the primary liaison with banking partners to address operational issues, negotiate fees, and enhance services. Oversee annual bank account audits and ensure compliance with internal controls and external regulations. Maintain current records of bank account hierarchies, authorized signers, and system access across all entities. Fund Transfers & Treasury Transactions Initiate and manage all intercompany and external transfers, including wires, ACHs, and internal funding. Execute cash concentration, pooling, and intercompany lending activities to optimize liquidity. Review and approve payment runs, ensuring compliance with internal policies and adequate funding. Support investment management and short-term borrowing programs as directed by Finance leadership. Process Optimization & Automation Identify and implement automation tools to streamline manual treasury processes. Strengthen internal controls, reconciliation workflows, and standardized reporting. Partner with Accounting, FP&A, and IT to enhance forecasting models and ERP-bank integrations. Lead initiatives to improve transparency, scalability, and accuracy of treasury operations. Risk Management, Controls & Compliance Maintain and enforce treasury-related internal controls, ensuring SOX and corporate governance compliance. Support periodic reviews of fraud prevention, dual authorization, and data security protocols. Assist with disaster recovery and business continuity planning for treasury operations. Participate in internal and external cash audits and provide audit support as required. Reporting & Analytics Prepare and distribute daily, weekly, and monthly cash and liquidity reports for senior management. Develop dashboards to visualize cash flow trends and identify emerging liquidity risks. Deliver actionable insights to support investment, financing, and strategic planning decisions. Qualifications Bachelor's degree in Finance, Accounting, Business, or related field required; Certified Treasury Professional (CTP) preferred. Minimum of 5 years of progressive experience in cash management, treasury operations, or corporate finance. Strong understanding of cash forecasting, liquidity management, and banking operations. Proficiency in Excel, Treasury Management Systems (TMS), and ERP integrations (e.g., NetSuite, Workday, Oracle, SAP). Experience with banking portals, payment platforms, and fraud prevention tools. Exceptional analytical, communication, and organizational skills with strong attention to detail. Ability to manage multiple priorities and deliver under tight deadlines in a dynamic environment.
    $80k-109k yearly est. 26d ago
  • Accounting Manager

    North American 4.2company rating

    Vineland, NJ jobs

    General information Name Accounting Manager Ref # 1716 City Vineland State New Jersey Country United States Function Finance & Accounting Description & Requirements Job Description We are in search of an Accounting Manager to join our growing team. The Accounting Manager will lead with planning and directing the accounting activities of the department. The position is responsible for the monthly close process, balance sheet reconciliations, accounts payable, accounts receivable, general accounting and reporting functions, and actively managing and fulfilling cross functional team requests. Will work closely with Senior Manager on policies, practices and reporting for the function. Responsibilities Include: * Act as a key member of the finance leadership team leading accounting for two subsidiaries. * Manage Accounts Receivable (Cash Applications) / Collections and Credit. * Sales Commissions on Monthly basis. * Accounts Payables (trade and non-trade), including weekly check / ach run. * Manage rebate receivables against collections, primarily for cost deviation reimbursements. * Support financial integration initiatives with parent company, BradyPlus; collaborate on projects to reach business objectives. * Establish internal controls and guidelines for accounting transactions and budget preparation. * Present recommendations to leadership on short- and long-term financial objectives and policies. * Ensure compliance with local, state, and federal government requirements in all areas of responsibility. Including sales and use tax filings. * Prepare adhoc reporting but not limited to key reconciliations and roll forwards, ABL support, audit requests. * Summarize and prepare financial status and transactions reports, including a profit and loss statement, and components of reporting package typically BD 2-3 business days. * Manage back-end income "Vendor Rebate" process reconciliation utilizing vendor spend, specific program and reconciling to cash, credits and deductions received/taken. * Prepare / review customer GL upload file billing including reconciliation to source systems. * Maintain and implement accounting controls to be SOX compliant. * Act as business partner to sales, operations, procurement, FP&A and IT. * Facilitate and prepare PBCs during financial audits to fulfill requests timely and act as a liaison with external auditors. * Prepare and review balance sheet account reconciliations and ensure that reconciling items are resolved timely. * Prepare monthly customer dashboards and weekly finance dashboards in preparation for leadership meetings. * Prepare financial analyses and reports. * Investigate and resolve audit findings, account discrepancies, and issues of non-compliance. * Liaise with warehouse for cycle and inventory counts. * Additional duties or special projects as assigned. The ideal candidate will have: * Bachelor's Degree in Accounting, or Related Field; CPA designation preferred. * 5 - 8 years of experience in progressively advancing accounting roles. * Experience leading teams of 3+ people. * Experience in distribution environment preferred. * Experience working for a public accounting firm a plus. Slight preference to audit or accounting advisory services. * Advanced Microsoft Excel Skills. * Strong interpersonal communication skills. * Ability to multi-task with attention to detail. * Financial Statement preparation experience required. * Effective, efficient functioning in fast paced environment * DDI and/or P21 Experience a plus. * Integration Experience a plus. BradyPLUS offers competitive compensation and a comprehensive benefits package to support the health and well-being of our associates and their families. Benefit offerings include medical, dental, vision, life and disability insurance, flexible spending accounts, Employee Assistance Programs (EAP), 401(k) Retirement and more. BradyPLUS is a leading national distributor of solutions for JanSan, Foodservice and Industrial Packaging. We deliver the right SUPPLIES + SUPPORT to ensure businesses are more successful every day. We offer premium brands, expert advice, and exceptional customer experiences. Our 6,000 associates across 180+ locations have a passion for delivering innovative solutions for the business challenges of today and tomorrow. Together, we serve thousands of customers nationwide in end markets including education, government, healthcare, hospitality, restaurants, building services, food packaging & processing, and grocery. We strive to be the best employer we can. We value people, we embrace change and we reach higher. Join us and see what the BUZZ is about! To learn more visit us at ****************** BradyPLUS is an Equal Opportunity Employer. This means that all qualified applicants will receive consideration for employment without regard to race, marital status or civil union status, sex, age, color, religion, national origin, veteran status, mental or physical disability, sexual orientation, gender identity and/or any other characteristic protected by law. We also provide reasonable accommodations to applicants and employees with disabilities. *
    $78k-108k yearly est. 60d+ ago
  • Accounting Manager

    Foundry Commercial LLC 4.2company rating

    Orlando, FL jobs

    Launched nearly 17 years ago, Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do… we value authentic human experiences. At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other. At Foundry, we serve our clients best by attracting and unleashing the most talented and courageous professionals in industry, all while having fun and building a lasting impact on the broader community. Don't just take our word for it. The best way to experience our culture is to immerse yourself in it. But be prepared - it's contagious! The Accounting Manager will be responsible for the oversight of the internal and external communication with our investment partners, lenders, and company investors, as well as maintenance of general ledgers and financials reports for joint venture and special purpose entities related to commercial real estate assets in which Foundry has an equity investment. This position will support the Development & Investments Team and related reporting and accounting for intercompany transactions and capital flows. We are looking for a professional individual with the ability to perform independently as well as part of a team. Essential Job Functions: Oversee the daily and monthly activities related to investors, investment funds, and investments in real estate assets. Prepare capital allocation schedules (e.g., capital calls and distributions) for all partners and funds Oversee consolidation entries, Verify the company's equity in earnings, and record minority interest positions in our investment subsidiaries. Oversee documenting internal controls and accounting policies and procedures with regards to Fund accounting and Investor Relations Maintain Platform investment tracking tools, including the investor portal Manage the Fund accounting team, providing effective guidance, motivation, and management on a daily basis. Assist with company cash flow projections and valuations updates Track and Ensure Loan and Lender Compliance for all Investments Oversee Year End Audits for Funds Support tax department Special projects as needed Education and Experience Requested: Bachelor's Degree in Accounting/Finance required Must have 7+ years of previous progressive accounting experience, including oversight of a team People Management - Proven ability to manage people successfully Yardi Experience + Investor Manager Elevate preferred but not required Juniper Square Experience preferred but not required Must be well organized, detail oriented, have good writing and other communication skills The ability to prioritize projects, workflows and schedules and manage multiple projects simultaneously Ability to interpret the legal documentation as it applies to maintaining partner capital accounts CPA preferred Foundry Commercial is an Equal Opportunity Employer Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
    $57k-85k yearly est. Auto-Apply 60d+ ago
  • Mortgage Branch Manager

    Primelending 4.4company rating

    Tallahassee, FL jobs

    PrimeLending continues to grow by leaps and bounds: •#2 in Top 50 Best Companies to Work For by Mortgage Executive Magazine •#5 Best Companies to Work For Women 2016 Mortgage Women's Magazine •Competitive Benefits and 401K match •Fantastic "One Team-One Purpose" Culture and Core Values •Ranked Top 6 Mortgage Lender in the Nation for Retail Purchase business 4 years in a row as listed by Marketrac, 2012, 2013 & 2014 •Hilltop Holdings (NYSE: HTH) -Our parent company was recently ranked No. 18 on Forbes' annual ranking of the 100 largest publicly-traded banks and thrifts. WHO WE ARE... • Bank-owned but not bank-run, state chartered which allows our Mortgage Professionals to be exempt from licensing. • Able to lend in all 50 states, we offer a complete product listing which includes OTC, 12 different Reno Products, we are Direct Fanny, Freddie and Genie. • We offer an Aggressive Comp. Plan, competitive pricing, quick turn times, decentralized, able to Lock 24/7. • We offer Award Winning Technology - Our own proprietary LOS with built-in compliance data checks. - Mobile Apps for business partners & consumers with live time updates. - Sales Force, our CRM-to achieve one single goal: getting and keeping customers. - Free Mortgage Coach, used to illustrate mortgage options and investment scenarios for your clients, earning you blazing fast commitments and endless referrals. - A marketing arm considered “Best in Class”, Why? because it's personalized & automated, devoted entirely to assuring your customers think of you first, an expert when it comes to mortgage. PrimeLending believes in providing our Mortgage Professionals with all the latest and greatest tools and resources to help take their business to the next level while maintaining a balanced work life. Job Description Under the direction of the Regional Manager, manages branch staff activities including the origination, processing, closing and funding of mortgage loans within the branch. Assures excellent quality service is provided to our customers to maximize branch profits. Anticipates and prepares for the continued growth of the branch, making sure the branch is adequately staffed andpersonnel are trained to ensure achievement of the Company's objectives. Responsibilities: Recruits, hires and trains branch personnel. Motivates staff to achieve maximum production levels; conducts performance reviews and documents employee files according to company policies. Monitors quality of loans originated by loan officers and ensures they are within Company policy guidelines. Establishes and controls the branch's budget and income goals within predetermined guidelines as directed by the Company. Oversees branch performance and communicates goals and policy changes on a regular basis to branch personnel. Generates new business through contacts with builders, developers and realtors to expand market share. Ensures all functions are in complete compliance with federal, state, regulatory, and Company policy and procedures. Maintains a professional image and adheres to standards consistent with company policies and procedures. Markets and promotes PrimeLending's financial products. Originates loans and meets the Company's minimum production standards by taking complete and accurate loan applications, using PrimeLending's product set. Other duties as assigned. Qualifications Qualifications: Bachelor Degree in Business or related field, preferred. Appropriate State licenses, if required. Minimum of 3-5 years mortgage banking experience, with a minimum of 3 years supervisory experience. Demonstrated ability to manage all phases of the residential mortgage origination process. Demonstrated ability to interact with regional and corporate departments, to lead, direct and motivate a successful sales team of professionals, and to recruit and hire mortgage professionals. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. Must be active in the community, and in job-related organizations to enhance the network of beneficial contacts. Stays informed of trends and developments in real estate market and competitive environment, as well as, of changes in rules and regulations pertaining to both private and government insured mortgages. Demonstrated ability to recruit, hire, train, lead, and motivate branch personnel. Ability to work flexible hours. Travel required. ___% Valid driver's license and current automobile liability insurance. Ability to adjust to the changing mortgage environment. Additional Information All your information will be kept confidential according to EEO guidelines.
    $45k-65k yearly est. 60d+ ago
  • Accounting Manager

    Vesta Property Services 4.3company rating

    Delray Beach, FL jobs

    Job Details Boca Raton - Delray Beach, FL Full Time $65000.00 - $75000.00 Salary DayDescription Together We Soar! Vesta Property Services has been in the industry for more than 25 years and holds over 800 community management contracts while serving the amenity needs of Florida's most prestigious communities! We are proud to employ over 1,000 associates and have been rated as one of Florida's Top Workplaces. Our Vesta associates are our most valuable resource. We hire people we trust and give them autonomy to do their best work. We also support professional development with training, coaching and regular feedback. We have a highly collaborative culture supported by our EAGLE PRIDE values! JOB SUMMARY: Your Flight Plan! The accounting manager is responsible for managing the accounting department. This role also serves as a consultant for managers within the organization, advising them of current budgetary information and working with managers to create a fiscal strategy that aligns with the goals of the organization. RESPONSIBILITIES AND DUTIES: Ready to Fly! Responsible for supervising the accounting procedures of the company. Audit the work of the accounting department. Engage in critical and confidential aspects of accounting. Responsible for the development of policies, systems, special financial studies, etc. of major importance. Advise management on matters of fiscal procedure and importance for the organization. Ensure compliance with the financial procedures of the organization. Works with confidential data, which, if disclosed, might have significant internal effect or minor external effect. The accounting manager manages all employees of the accounting department and is responsible for the performance management and hiring of the employees within that department. REQUIRED EXPERIENCE AND QUALIFICATIONS: The Wingspan Needed! Bachelor's degree in accounting or finance or 5 years of experience, plus five to seven years of accounting experience. Occasional travel may be required PHYSICAL DEMANDS AND WORK ENVIRONMENT: Our Nest is your Nest! This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is a largely sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary. Ability to lift up to 15 lbs BENEFITS: The Perks of Eagle Pride! At Vesta Property Services, we understand the importance of a well-rounded benefits program and are dedicated to providing you with unique benefits that meet your needs and the needs of your family, including your pets. We offer benefits such as medical, dental and vision, life and disability, 401K retirement plans, and additional benefits such as Health Savings Account, Flexible Spending Account and Pet Discount Plan. In Addition, we provide support by offering free counseling sessions, legal advice sessions, professional development and an outstanding referral program- to both our Full-time and Part-time staff associates! AAP/EEO Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. DRUG FREE WORKPLACE In compliance with the Drug-Free Workplace Act of 1988, Vesta Property Services has a longstanding commitment to provide a safe, quality-oriented and productive work environment consistent with the standards of the community in which the company operates. Alcohol and drug abuse poses a threat to the health and safety of Vesta Property Services associates and to the security of the company's equipment and facilities. For these reasons, Vesta Property Services is committed to the elimination of drug and alcohol use and abuse in the workplace. OTHER DUTIES MAY BE ASSIGNED The above statements reflect the general information considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all work requirements that may be inherent in the position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
    $65k-75k yearly 7d ago
  • Accounting Manager

    ZRS Management 4.1company rating

    Orlando, FL jobs

    The Accounting Manager is responsible for overseeing the financial reporting and analysis for a portfolio of multi-family properties, ensuring accuracy and consistency in monthly results. In addition to core accounting duties, the Accounting Manager plays a key role in department-wide projects that aim to streamline operations, centralize accounting services, and introduce process improvements through technology and innovation. This position involves working with a team of accountants, frequent collaboration with other departments and levels within ZRS as well as various outside constituents. The Accounting Manager reports to the Controller DUTIES AND SPECIFICATIONS: The Accounting Manager's primary responsibilities shall include but are not limited to: Oversee critical payments such as owner distributions, real estate taxes, insurance, and mortgage payments, ensuring timely and accurate execution. Assist Regional Managers (RMs) and Accountants with forecasting, distribution calculations, and sale closing pro-rations. Support audits by preparing schedules and responding to auditor inquiries. Lead departmental projects aimed at improving accounting workflows using automation, AI, and other efficiency tools. Research and recommend software and tools to enhance accounting processes, enabling informed decision-making by leadership. Create and manage project plans, assign tasks, set deadlines, and ensure adherence to timelines and budgets. Develop tools to track KPIs, project statuses, and other operational data for leadership reporting and analysis. Assist with system troubleshooting, error resolution in reporting, and responding to internal or client concerns. Provide guidance and mentorship to accounting staff; manage team members when applicable. Support onboarding and offboarding of property assets from an accounting perspective. Interact with clients during new property setup to ensure alignment with accounting standards and practices. Create training materials and curriculum to educate accounting staff and site/regional team members on key accounting processes and tools. Ad hoc projects and tasks as needed SKILLS, KNOWELDGE and ABILITIES: Posses excellent computer skills - Be proficient in the software utilized for the specific property Knowledge of Yardi/MRI/Real Page/TOPS /Entrata preferred Able to read and write in English language in a professional manner Ability to follow and apply Generally Accepted Accounting Principles (GAAP) Ability to perform cash forecasting, planning and management Ability to read and comprehend financial statements Strong customer service and interpersonal skills Independent and autonomous work style Demonstrate effective communication skills Must possess attention to detail Knowledge of business practices and principles Ability to handle multiple projects and tasks Ability to respect and maintain confidentiality QUALIFICATIONS: 2-4 Years of Accounting Experience -Residential Property Accounting preferred. 4 yr. Accounting Degree preferred. WORKING CONDITIONS and PHYSICAL DEMANDS: The Accounting Manager works in an office environment. This position is hybrid and requires a minimum of three days per week in the office. This person should be able to sit for an extended period of time. This person should be able to push, pull, stoop, kneel, reach, grasp, talk, hear, climb, and lift objects up to 5 pounds with ease. This person should be able to operate office equipment such as computer/phone/fax/scanner/etc. They work normal business hours. This position will involve light travel for training and education seminars. ZRS Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $67k-90k yearly est. Auto-Apply 33d ago

Learn more about Firstservice Residential California, Inc. jobs

Most common jobs at Firstservice Residential California, Inc.

View all jobs