Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $35 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, London and Dallas.
Overview
As a Senior Corporate Accountant at Bellwether, you will help manage high-level accounting operations for Bellwether and its subsidiaries, including foreign entities. This includes evaluating existing procedures and processes and innovating new and improved methods of reconciliations, reports, analyses, and budgeting. Your experience has prepared you to perform initial reviews of balance sheet, income, and cash flow statements. This role is an exciting opportunity to be the liaison between the accounting group and executives.
Key Responsibilities
- Maintain and analyze budgets, prepare periodic reports that compare budget to actual;
- Update and maintain investor records for the entire portfolio of investments;
- Prepare and review capital activity for capital calls and distributions;
- Prepare account reconciliation schedules on a monthly basis;
- Establish and maintain strong internal controls to ensure Sarbanes-Oxley compliance;
- Make informed recommendations to improve the efficiency and accuracy of accounting processes;
- Lead transition meetings between deal teams and accounting to effectively onboard each new asset or financing;
- Conduct technical accounting research ensuring all internal accounting standards are current; and
- Coordinate the annual audit as well as quarterly reviews between Management and their auditor, including establishing timelines for deliverables, and answering questions as appropriate; and
- Build and maintain strong relationships with external auditors and internal partners.
Professional Experience
- A minimum of 4 years’ experience required
- Public accounting experience preferred, from a Big 4 firm, or similar
- Experience in a client-facing role preferred
- Investment accounting experience is highly desirable
- Highly proficient in business related software: Microsoft Excel, Word, Power Point, etc.
- Experience in MRI, NetSuite, or similar accounting system
Education/Certification
- Bachelor’s degree required
- CFA or MBA preferred
- CPA obtained or in progress with end date within 1 year of hire
Essential Skills & Competencies
Travel Requirements
- Travel is not anticipated, but may be needed from time to time.
Physical & Mental Demands
Work Environment
Position Details
- Position Title: Senior Accountant
- Classification: Exempt
- Position Status: Regular, Full-Time
- Reports To: Managing Director, Accounting
- Direct Reports: No
Intent of Position Description
This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.
Equal Opportunity Employer
Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.
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