Job Title

Job Description Summary

Job Description

Essential Job Duties:

• Oversee financial planning & analysis (FP&A) on a strategic client
• Develop productive, supportive relationships with key stakeholders (financial leadership, client team, and project operations partners)
• Review team members' financial deliverables to ensure quality, timeliness, audit compliance and assess competencies
• Track team compliance with department procedures/controls; approve banking or financial transactions, schedules, and reports in accordance with best practice policy and procedures
• Monitor account health and other metrics, managing remediation as needed
• Direct new scope onboarding by coordinating with account leadership and clients
• Assess team/department workflows and policies to recommend or implement improvements in operating efficiencies and effectiveness
• Manage team performance, available capacity, and training needs through conducting one-on-one meetings, team meetings and addressing deficiencies timely and professionally
• Develop direct reports (as applicable) through goal setting, conducting mid-year and year-end performance reviews and delivering timely and meaningful performance feedback, while maintaining quality results and performance
• Lead departmental projects and/or assume a leadership role on finance initiatives
• Manage client financial budgets, forecasts, analysis & accounting month-end activities related to client financials
• Leverage AI tools and data analytics to streamline financial processes, identify inefficiencies, and improve processing accuracy and turnaround times across multiple financial platforms
• Understanding of corporate facilities related projects, including capital expenditures (CAPEX), operating expenses (OPEX), labor allocations, and related financial statement (income statement & balance sheet) impacts
• Perform other related duties as required or requested

Supervisory Responsibilities:

• Leads/Assigns/Delegates tasks to Sr. Client Accountants, Client Accountants, and/or Accounts Payable Specialists
• May coordinate efforts of project team to complete work within project deadlines
• Provides solutions to routine/complex finance problems
• Direct reports may include Sr. Client Accountants, Client Accountants, and/or Accounts Payable Specialists

Education/Experience/Training:

• College degree in Finance or Accounting preferred
• People management experience preferred
• Experience with FP&A for corporate facilities related projects preferred
• MBA/CMA/CPA preferred

Work Experience:

• Requires five to seven years of experience or equivalent combination of education and experience
• Specialized Knowledge/Skills – Knowledge of Finance system (Yardi and Workday software preferred); Strong MS Office Proficiency; Financial reporting for multiple entities preferred; Strong customer service, time management and organizational skills; Exceptional delegation skills with the ability to be a hands-on contributor and take initiative; Ability to train, mentor and coach others effectively; Results oriented with strong sense of urgency

Competencies:

• Conflict Resolution
• Customer/Client Focus
• Delegation
• Ethical Conduct
• Goal Setting
• Independent Judgement
• Initiative
• Leadership
• Problem Solving
• Relationship Management
• Financial Acumen
• Financial Planning & Analysis (FP&A)
• Understanding of GAAP Accounting
• Time Management
• Strategic Thinking