Senior Accountant

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $35 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia.

Bellwether is privately held and has offices in Los Angeles, Newport Beach, London and Dallas.

As a Senior Corporate Accountant at Bellwether, you will help manage high-level accounting operations for Bellwether and its subsidiaries, including foreign entities. This includes evaluating existing procedures and processes and innovating new and improved methods of reconciliations, reports, analyses, and budgeting. Your experience has prepared you to perform initial reviews of balance sheet, income, and cash flow statements. This role is an exciting opportunity to be the liaison between the accounting group and executives.

• Maintain and analyze budgets, prepare periodic reports that compare budget to actual;
• Update and maintain investor records for the entire portfolio of investments;
• Prepare and review capital activity for capital calls and distributions;
• Prepare account reconciliation schedules on a monthly basis;
• Establish and maintain strong internal controls to ensure Sarbanes-Oxley compliance;
• Make informed recommendations to improve the efficiency and accuracy of accounting processes;
• Lead transition meetings between deal teams and accounting to effectively onboard each new asset or financing;
• Conduct technical accounting research ensuring all internal accounting standards are current; and
• Coordinate the annual audit as well as quarterly reviews between Management and their auditor, including establishing timelines for deliverables, and answering questions as appropriate; and
• Build and maintain strong relationships with external auditors and internal partners.

• A minimum of 4 years’ experience required
• Public accounting experience preferred, from a Big 4 firm, or similar
• Experience in a client-facing role preferred
• Investment accounting experience is highly desirable
• Highly proficient in business related software:
  Microsoft Excel, Word, Power Point, etc.
• Experience in MRI, Net Suite, or similar accounting system

• Bachelor’s degree required
• CFA or MBA preferred
• CPA obtained or in progress with end date within 1 year of hire

Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:

• Job Knowledge & Technical Ability: Strong technical knowledge in accounting, specifically within financial services and commercial real estate, including includes experience with REIT compliance, 10-K/Q reporting, and Sarbanes-Oxley compliance. Ability to read and analyze investment and lease agreements.
• Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
• Communication:Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
• Professionalism & Teamwork:Acts with honesty and integrity and maintains…