About the role
JCW is recruiting on behalf of a rapidly growing alternative asset manager on a search for a dynamic accounting professional to join their real estate finance team. This role sits within a publicly traded platform and offers strong exposure to SEC reporting, investment portfolio accounting, and cross-functional work with deal, asset management, securitization, tax, and capital markets teams. This is a hybrid role based in Dallas, TX.
What You'll Do
- Support month-end and quarter-end close, including journal entries and account reconciliations across the investment portfolio, bank/cash, and intercompany accounts
- Assist in preparing and analyzing financial statements — balance sheets, income statements, cash flow statements, and management summaries
- Support preparation of quarterly SEC filings, including Form 10-Qs, 10-Ks, 8-Ks, and earnings releases
- Build relationships across internal deal, asset management, securitization, tax, investor relations, legal, and capital markets teams
- Interface with internal and external auditors
What We're Looking For
- Bachelor's degree or higher in Accounting or Finance
- 3+ years of audit and/or accounting experience at financial services firms (Big 4 experience a major plus)
- Strong Excel skills
- Strong analytical, problem-solving, and organizational abilities
- Excellent verbal and written communication
- Real estate/mortgage and debt instrument accounting experience a plus
- Workiva and Yardi experience a plus
- CPA license
Haley Rizzo specializes in partnering with audit and finance professionals at leading organizations nationwide. For more information, please contact Haley at haley.rizzo@jcwgroup.com.
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