Teams at Gallagher & Mohan

Own CRM accuracy and investor contact intelligence for a real estate private equity client. Responsibilities include researching and verifying contacts, maintaining records, logging investor activity, organizing deal documents, preparing investor updates and reporting materials, drafting correspondence, supporting email and text campaigns, managing calendars and inboxes, and coordinating quarterly and annual reporting cycles.

Oversee accounting operations for a portfolio of real estate properties, including month-end and year-end close, reconciliations, financial reporting, cash management, debt payments, investor distributions, variance analysis, lender reporting, audits, tax coordination, and compliance. Lead property and entity onboarding, establish accounting controls, manage process improvements, and supervise the accounting team while partnering with leadership, property managers, lenders, auditors, and other stakeholders.

Prepare journal entries, reconciliations, general ledger adjustments, invoices, financial statements, utility payments, and month-end close activities for real estate properties and corporate entities. Investigate accounting discrepancies, respond to client and property management queries, support financial reporting, and perform ad hoc analysis. The role requires strong Excel skills, accounting knowledge, organization, communication, and availability for US Pacific or Eastern time shifts.