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Sr. Associate, Portfolio Accounting & Reporting

harrisonst · 30+ days ago
Negotiable
Full-time
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Harrison Street is a leading investment management firm exclusively focused on alternative real assets. Headquartered in Chicago with offices in London, Toronto, San Francisco, and Washington D.C., the firm has more than 220-employees and approximately $50 billion in assets under management. Clients of the firm include a global institutional investor base domiciled in North America, Europe. Asia-Pacific, Middle East and Latin America.
 
The Firm is seeking to hire an Accounting Senior Associate to join their Portfolio Accounting & Reporting team. The ideal candidate will have at least four years accounting experience and be successful working in a fast-paced team environment. Specific duties will include:

Responsibilities:

  •        Coordinate with joint venture partners/3rd party managers to obtain property-level financial information.
  •        Review property-level financial information for reasonableness and record adjustments as necessary on a fair value basis of accounting.
  •        Perform a detailed review of property level financial statements and monthly reporting packages received from 3rd party managers and follow up as necessary.
  •        Build an effective working relationship with existing joint venture partners and onboard new joint venture partners.
  •        Monitor and manage fund-level bank accounts and review fund-level financial activity recorded to the general ledger by the accounting associate.
  •        Prepare opening and closing entries for acquisitions and dispositions of properties.
  •        Consolidate property and fund level financial activity; responsible for the preparation of the consolidated fund financial statements, footnotes, and supplemental financial reporting.
  •        Responsible for maintaining Yardi general ledger for all property and fund related entities, including ensuring completeness and accuracy of fund level accruals.
  •        Record investor level activity in Yardi and generate investor deliverables (Investor Account Statements, Capital Call Notices & Distribution Notices).
  •        Prepare draft response for on-going investor/consultant requests relative to investor reporting.
  •        Assist the Accounting and Portfolio Management teams with Fund cash analyses and projections to determine cash needs or cash availability for distribution.
  •      Work directly with independent auditors to complete year end Fund audits and tax filings.
  •        Work with portfolio analysts for fund model updates.
  •        Prepare asset management fee calculations.
  •        Review line of credit draw documents prepared by the accounting associate.
  •        Have a continuous improvement mind-set; ability to seek out and implement internal or external best practices.
  •        Strong analytical abilities and perseverance to solve problems with high attention to detail
  •        Create and maintain all Yardi entities.
  •        Other duties as assigned.

Background Required:

  •        Bachelors degree in accounting or finance.
  •        4+ years of accounting experience with real estate or financial services experience preferred.
  •        CPA required.
  •        Organized, and self-directed individual eager to learn.  
  •        Strong written and verbal communication skills.  
  •        Yardi general ledger experience preferred.
  •        Proficient in Microsoft Excel.

Last updated on Oct 1, 2024

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