This is a remote position.
Responsibilities:
Oversee accounting and financial operations for multiple companies and related LLCs
• Produce accurate monthly, quarterly, and annual financial statements
• Establish and manage a consistent monthly closing process
• Maintain separate books and reporting for each company and property
• Prepare consolidated financial reporting for ownership
• Manage accounts payable, accounts receivable, billing, collections, bank reconciliations, and
general-ledger activity
• Monitor cash balances and prepare short- and long-term cash-flow forecasts
• Develop annual budgets and compare actual results against budget
• Manage intercompany transactions, owner distributions, loans, and allocations
• Coordinate payroll processing, benefits-related financial reporting, and required filings
• Work with outside CPAs on tax planning, tax returns, audits, and year-end reporting
• Maintain relationships with banks, lenders, insurance providers, and other financial partners
• Strengthen internal controls and establish documented financial procedures
• Identify cost savings, financial risks, and opportunities to improve profitability
• Supervise or coordinate the work of bookkeepers and administrative accounting personnel
• Provide the President with practical financial analysis and recommendations
IT Services Responsibilities
• Oversee recurring contract billing and customer collections
• Monitor monthly recurring revenue, project revenue, margins, and customer profitability
• Track labor utilization and departmental performance
• Review hardware, software, subcontractor, and vendor costs
• Improve reporting on managed-services contracts and major projects
Real Estate and Self-Storage Responsibilities
• Maintain property-level income statements and balance sheets
• Track rental income, tenant receivables, occupancy, operating expenses, and capital expenditures
• Monitor mortgages, debt-service requirements, escrow accounts, and loan covenants
• Assist with property budgets, refinancing, acquisitions, and renovation analysis
• Review self-storage revenue, occupancy, delinquency, discounts, and operating performance
• Provide ownership with clear reporting on each property and investment
Requirements
Bachelor's degree in accounting, finance, or a related field
• At least five years of progressive accounting or financial-management experience
• Experience managing accounting for multiple companies or legal entities
• Strong knowledge of financial statements, general-ledger accounting, budgeting, and cash-flow
management
• Experience with QuickBooks and Microsoft Excel
• Real-estate accounting experience strongly preferred
• Experience with an IT services, professional-services, or recurring-revenue business is helpful
• CPA, CMA, or public-accounting experience is preferred but not required
• Experience supervising accounting staff or outside service providers
• Strong attention to detail, organization, confidentiality, and follow-through
Ideal Candidate
The ideal candidate is dependable, approachable, and highly accountable. This person enjoys creating
order, improving processes, and helping business owners understand the financial story behind the
numbers. The successful candidate will be willing to work at both a strategic and hands-on level and will
take complete ownership of deadlines, reporting accuracy, and financial follow-through.
— Sarah J.
·
Marketing Manager
★★★★★
Verified
