- Deliver monthly owner statements, client packages, reconciliations, disbursements, and 1099s across all three client segments, from onboarding through disposition.
- Reconcile trust and operating accounts monthly across more than 50 markets and maintain clean audits and compliance with state broker trust rules.
- Own institutional client accounting, including client-specific mappings, funding requests, lender and DSCR reporting, capex policy, and fee analysis.
- Coach the Retail, Multifamily, and Institutional accounting leaders and develop their teams.
- Run weekly leadership meetings, one-on-ones, and close-status reviews with named metric owners.
- Document recurring workflows, measure adherence, and rebuild processes that depend on individual effort.
- Own the departmental scorecard and quarterly plans, drive cost per door down and productivity per accountant up, and stay within budget.
- Partner with data and technology teams to build durable processes and use AI to reduce manual work, catch exceptions, and tighten the close.
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