Investment Controller (On Site)

Investment Controller

The Investment  Controller will manage the day-to-day financial operations, tax matters, and financial reporting, including SEC filings and investor relations. This role is instrumental in ensuring compliance, accurate financial reporting, and effective asset management.

•*Investment Accounting experience is required**

Responsibilities:

• Act as a liaison with property management accounting teams, auditors, tax consultants, lenders, and insurance professionals.
• Ensure compliance with federal, state, and local regulations, including SEC filings, GAAP standards, and tax laws.
• Oversee the preparation and consolidation of monthly and annual financial statements across multiple properties to meet company and regulatory standards.
• Manage timely and accurate preparation of federal, state, and local tax returns and payments for each entity, ensuring tax impacts are considered in business decisions. Coordinate investor tax reporting, including K-1s and 1099s.
• Oversee property and fund-level cash flow analysis to recommend distributions, considering operational needs, reserves, and cash balances.
• Collaborate with asset management to track and evaluate property investment performance, budgets, and debt covenants.
• Develop internal reporting processes, including forecasting, KPI tracking, and management dashboards.
• Support acquisition, disposition, and financing efforts through the review of financial terms and related documentation.
• Lead the migration of financial systems and software upgrades as needed to support company growth.
• Regularly review and update financial policies and procedures, driving operational efficiencies through technology.

Requirements:

• Bachelor's Degree in Accounting, Finance, or a related field.
• CPA designation and public accounting experience strongly preferred.
• Strong GAAP knowledge and experience with real estate tax and reporting.
• Must be detail-oriented with the ability to multi-task and work effectively in a fast-paced environment.

Hours: Full-time, Monday to Friday, 9 AM to 6 PM, with additional hours as needed.

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