Positions Available

Director of Portfolio Analysis – Boston, MA
The Director of Portfolio Analysis will responsible for selecting, developing, implementing, integrating, and supervising analytical and reporting tools  used to prepare short- and long-term plans, hold/sell analyses, investor and board level presentations, fund-level modeling, and tax estimates and compliance.  In addition, this position will be primarily responsible for financial analysis delivered to current and potential investors and their consultants.
Essential Duties and Responsibilities:
  • Direct and control the development of company real estate information system.  Be the local focal point for customizing and reporting data by working closely with company personnel and consultants.  Ensure achievement of our goal to make our system the single provider of accounting and asset management information for the company
  • Develop and implement ARGUS Enterprise enhancements including connectivity to Yardi
  • Be proactive in designing, testing and implementing reports for use by executive management, asset managers and portfolio managers.
  • Design and supervise the use of the portfolio models described above
  • Implement Excel modeling standards and training for portfolio analysts
  • Deliver standardized and customized responses to requests from consultants, investors, and potential investors including, but not limited to, NCREIF and GIPS returns and other reports as directed by senior management and marketing
  • Monitor REIT compliance on a quarterly basis
  • Prepare estimates of annual taxable income on a quarterly basis for each of the funds. 
  • Perform other duties as determined by the  Chief Financial Officer
  • Expert in NPV, IRR and other industry return calculations
  • Ability to model preferred/promote partnership splits and returns
  • Command of levered and unlevered real estate analysis
  • Individual property analysis
  • Portfolio roll-ups and scenario overlays
  • Advanced spreadsheet design and construction
  • Dynamic named ranges
  • Array functions
  • Text string manipulation
  • Pivot tables
  • Mining data from Argus reports
Controller of Restaurant Chain

Our client a fast growing chain, is seeking an enthusiastic, hands-on, high energy, team player that can direct and maintain its accounting  function. The ideal candidate will have 5 plus years in the hospitality industry.including at least a couple of years at the Controller level. In this highly visible role you will ensure effective internal controls over financial reporting, accurate and timely financial reports and safeguards over company assets. This professional will be responsible for the company's financial policies, its accounting practices, the conduct of its relationships with external auditors, the maintenance of its fiscal records, and the preparation of financial reports.
  • Contribute to the fiscal soundness, operating effectiveness and regulatory compliance of the organization by developing processes and procedures to ensure delivery of accurate, timely and relevant financial information to management.
  • Develop and maintain effective internal controls over financial reporting, including preparation of account reconciliations, supervisory review of transactions and staff training.
  • Develop and maintain effective internal controls over transactions.
  • Ensure accurate records by maintaining the company's system of accounts and maintain books and records on all company transactions and assets.
  • Manage all aspects of cash management.
  • Manage inter-company transaction process including reconciliation of all inter-company balances.
Compensation includes a competitive salary, with bonus opportunity

Real Estate Controller

Our client a leading Greater Boston Real Estate Developer is seeking a professional to run the transactional accounting function of the company.
Principal Accountabilities:
  1. Maintain a documented system of accounting policies and procedures
  2. Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives
  1. Ensure that accounts payable are paid in a timely manner
  2. Ensure that all reasonable discounts are taken on accounts payable
  3. Ensure that accounts receivable are collected promptly
  4. Process payroll in a timely manner
  5. Ensure that periodic bank reconciliations are completed
  6. Ensure that required debt payments are made on a timely basis
  7. Maintain the chart of accounts
  8. Maintain an orderly accounting filing system
  9. Maintain a system of controls over accounting transactions
  1. Issue timely and complete financial statements
  2. Coordinate the preparation of the corporate annual report
  3. Recommend benchmarks against which to measure the performance of company operations
  4. Calculate and issue financial and operating metrics
  5. Manage the production of the annual budget and forecasts
  6. Calculate variances from the budget and report significant issues to management
  7. Provide for a system of management cost reports
  8. Provide financial analyses as needed, in particular for capital investments, pricing decisions, and contract negotiations
  1. Coordinate the provision of information to external auditors for the annual audit
  2. Monitor debt levels and compliance with debt covenants
  3. Comply with local, state, and federal government reporting requirements and tax filings
Desired Qualifications: The controller candidate should have a Bachelor's degree in accounting or business administration, or equivalent business experience and 7+ years of progressively responsible experience. 

Property Accountant

Boston Real Estate Investment/Management/Development Company  is seeking a strong Property Accountant to join their firm.
Position Responsibilities
 Perform accounting and clerical tasks related to the efficient maintenance and processing of all aspects of the revenue cycle.
  • Perform accounting and clerical tasks related tothe efficient maintenance and processing of accounts payable transactions.
  • Reconciliation of monthly bank statements.
  • Supervise invoice data entry.
  • Miscellaneous monthly journal entries.
  • Assist in month end closing with specific deadlines.
  • Assist with Quarterly Investor reporting.
  • Light administrative back-up support.
  • Additional ad hoc analysis and reporting projects.
Two plus years of experience in Commercial Real Estate or comparable experience

Cash  Accountant

We are currently searching for qualified candidates to staff the Cash Accountant position based in our client's Boston headquarters.
The Cash Accountant (CA) is responsible for verifying the accuracy of cash balances and providing the amounts to the Controller and Chief Financial Officer on a daily basis. The CA is responsible for validating exception items identified through the daily reconciliation process. He/she is responsible for developing, communicating, and ensuring compliance with cash control policies and procedures.
Essential Functions and Key Tasks:
  • Oversight and knowledge of all account balances provided
  • CA will understand financial policies and reporting procedures, contract types, and billing terms
  • Develop cross-functional relationships to identify opportunities to enhance controls over cash handling and reporting procedures
  • Develop and communicate procedures and controls regarding all aspects of cash handling and reporting
  • Effectively set priorities to review and resolve open items
  • The most important issues are identified, and the current status of open items is continually updated
  • Review and sign off on daily and monthly balance reports
  • Identify and escalate to appropriate levels of management any material risk items that have been identified
  • Ability to work independently and within a team structure.
  • Must possess exceptional skills in all forms of communication.
  • Must be an expert in Microsoft Excel or Access.
  • Must have a good understanding of cash controls in multi-location environments.
  • Must be extremely detail oriented while being able to quickly process large amounts of data
  • Bachelor’s Degree in Accounting or Finance or equivalent experience in related field
  • 2 + years of experience in reconciliation/accounting

Entry Level Accountant

a growing real estate investment and development company headquartered in Boston, is looking to hire an Accountant  in their Boston office.  Growth of the company may create opportunities for specialization into areas of interest such as accounting, human resources, legal or finance.
Position Responsibilities:
 Receive, scan, e‐file, and process accounts payable invoices and pay applications from vendors.
 Monitor accounts payable approvals through automated workflow.
 Contact vendors about billing issues and account reconciliations.
 Request and file lien waivers for pay applications.
 Help compile loan draw packages.
 Request and track certificates of insurance, W9 and contact information from vendors.
 Set up new vendors in the contract management system.
 Assist with the administration of the contract management system.
 Input project/vendor contracts into contract management system.
 Other duties as assigned.
Essential Skills & Experience:   
 Bachelor’s Degree with a concentration in Accounting / Finance or equivalent.
 0‐2 years of practical job experience. Recent College graduates may be considered.
 Excellent communication and organizational skills with great attention to detail.
 Real Estate development experience is a plus, but not required.
 Experience with Microsoft Office, Excel, Word, PowerPoint, etc.
 Ability to work in a small, fast‐paced office environment.  
 Self‐motivated, flexible and able to manage multiple tasks while still meeting deadlines.
 Ability to work with virtual team members in a professional and efficient manner.
 Outgoing personality and an upbeat attitude.

    Senior Internal Auditor
     Our client a well established Attleboro Company is looking to expand its audit staff.
    You will report directly to the internal audit manager and will also work closely with line managers.  You will assist in developing annual risk assessments for operations; provide expertise in auditing standards and performance criteria, audit requirements, and information technology skills; and develop audit work plans and evaluate the extent of their compliance. You will assist in evaluating corporate policies and procedures to ensure efficient and effective management of business processes; make system and process recommendations that add value to the company. You will perform company wide audits over operational activities to support management’s strategic initiatives.

    The ideal candidate would have 2+ years of audit experience in a public accounting firm. This is an excellent first step out of public Strong communication, organizational, analytical, and problem solving skills are required. Strong knowledge of US GAAP is essential. If you are a motivated individual looking to work in a fast paced environment and advance you career.

    Senior Accountant
    A growing Boutique Investment Firm is looking for a senior accountant how will report directly to the Controller. In this high visibility role you will work in a wide range of duties such as monthly budget review and analysis, reporting on foreign subsidiaries, monthly financial statement preparation

    Senior Accountant
    Join our Downtown Boston client, apply your skills as an experienced accounting professional to help set up systems and procedures.  In this high profile role you will report directly to the Controller .Responsibilities include Responsible for the general ledger close process, through preparation of the trial balance and basic financial statements, Assist with the annual audit, Assist with cash management, Create sound policies and procedures with respect to cash disbursements and vendor terms and conditions and assist with the cash forecasting process.