Information & Reporting Analyst

Job Title

Information & Reporting Analyst

Job Description Summary

Provide leadership and supervision to accounting team members, at all levels, and support operations and clients through the use of sound judgment and discretion in applying accounting principles to day-to-day processes and functions. Assess team and department efficiencies to make improvement recommendations where necessary. The Senior Client Accounting Manager role also provides guidance to Client Accounting Managers and is counted on to provide solutions in the most complex management level situations.

Job Description

Essential Job Duties:

• Oversee a market, strategic and/or key client(s); develop productive, supportive relationships with market city leads, strategic clients, key clients, and internal stakeholders
• Monitor team performance, available capacity, and training needs through conducting one-on-one meetings, team meetings and addressing deficiencies timely and professionally
• Review team members' financial reports to ensure quality, timeliness, audit compliance and assess competencies
• Monitor team and/or market-wide requirements of timely tax payments, revenue portal updates, time tracking and Corporate Aging follow-up
• Assess team/department workflows and policies to recommend or implement improvements in operating efficiencies and effectiveness; provide oversight to ensure effective implementation
• Track team compliance with department SOC 1 audit controls; approve banking or financial transactions, schedules, and reports in accordance with the SOC Policies and Procedures manual and training.
• Develop direct reports through goal setting, conducting mid-year and year-end performance reviews and delivering timely and meaningful performance feedback, while maintaining quality results and performance
• Work with leadership team to implement department goals and objectives, lead department projects and provide essential Client Accounting committee involvement
• Direct new business onboarding by coordinating with property management and clients; set up bank accounts, accounting software, load prior balances or closing statements
• Assist Controller with pricing new business and preparing proposal responses
• Performs other related duties as required or requested.

Supervisory Responsibilities:

• Leads/Assigns/Delegates tasks to Client Accounting Managers, Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns
• May coordinate efforts of project team to complete work within project deadlines
• Provides solutions to routine/complex problems
• Direct reports may include Client Accounting Managers, Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns

Education/Experience/Training:

• College degree in Finance or Accounting preferred

Work Experience:

• Requires seven to ten years of experience or equivalent combination of education and experience
• 2+ years of management experience preferred
• Specialized Knowledge/Skills – Strong knowledge of Yardi and/or MRI software preferred; Strong MS Office Proficiency; Financial reporting for multiple entities preferred; Strong internal and external customer service, time management and organizational skills; Exceptional delegation skills with the ability to be a hands-on contributor and take initiative; Ability to train, mentor and coach others effectively; Results oriented with strong sense of urgency; Experience in or demonstrated leadership and accountability skills

Competencies:

• Conflict Resolution
• Customer/Client Focus
• Delegation
• Ethical Conduct
• Goal Setting
• Independent Judgement
• Initiative
• Leadership
• Problem Solving
• Relationship Management
• Time Management
• Strategic Thinking
• May be required to travel up to 10% of the time. Travel may vary in frequency and duration.
• Demonstrates the ability to have close visual acuity to perform an activity such as: Preparing and analysing data and figures; transcribing; viewing a computer terminal, etc.

Note: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This job description is subject to change at any time and may differ slightly based on regional location.