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 $40 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, Salt Lake City, London and Dallas.

As a Senior Accountant you will help manage high-level accounting operations for our client’s real estate portfolios. This includes evaluating existing procedures and processes and innovating new and improved methods of reconciliations, reports, analyses, and budgeting. You will perform initial reviews of relevant investment agreements and must understand what information must be included in investor records. This role offers an exciting opportunity to lead transition meetings for each new asset or financing, liaising between the accounting and deal teams.

This role will begin with a three-month training period based in our Dallas office, after which the position will transition to a permanent location in Las Colinas.

• 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
• 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
• Build and maintain strong relationships with external auditors and internal partners

• A minimum of 3 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, Netsuite, or similar accounting system

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

• Job Knowledge & Technical Ability: Strong technical knowledge in accounting, specifically within financial services and commercial real estate, including 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 confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.

• Travel is not anticipated, but may be needed from time to time.

• Classification: Exempt
• Position Status: Regular / Full Time
• Reports To: Senior Vice President
• Direct Reports: No

• While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
• Must be able to talk, hear and use wrists, hands and/or fingers…