Sr. Accountant; Financial Services

Graystone Group is partnering with one of the Mid-Atlantic's leading private lending organizations to identify a Sr. Accountant to join their growing finance team. With more than $2 billion in assets financed and a strong track record of growth, this organization provides real estate capital solutions to investors, developers, and commercial borrowers throughout the region.

This position offers the opportunity to play a critical role in the financial operations of a high-volume lending platform. The Sr. Accountant will own key aspects of the monthly close process, financial reporting, account reconciliations, and lending-related accounting activities while partnering closely with executive leadership and operational teams.

This is an excellent opportunity for an accounting professional who enjoys working in a fast-paced, entrepreneurial environment and wants direct exposure to the financial operations of a sophisticated lending business.

• Lead month-end and year-end close activities, including preparation and review of journal entries, accruals, and account reconciliations.
• Maintain the general ledger and ensure the accuracy, completeness, and integrity of financial records.
• Prepare monthly, quarterly, and annual financial statements in accordance with GAAP.
• Perform detailed balance sheet and income statement analyses.
• Research and resolve accounting discrepancies and technical accounting issues.
• Account for loan originations, fundings, payoffs, interest income, servicing fees, and other lending-related transactions.
• Reconcile and analyze loans receivable, warehouse facilities, investor accounts, and intercompany transactions.
• Monitor activity related to capital partners, warehouse lenders, and investor capital accounts.
• Support cash management, liquidity forecasting, and cash flow reporting.

• Prepare financial analyses, variance reporting, and operational insights for leadership.
• Assist with budgeting and forecasting by providing historical trends and financial data.
• Collaborate with lending, servicing, operations, and executive leadership teams to support strategic initiatives and business objectives.
• Identify opportunities to improve accounting processes, controls, and reporting efficiencies.

• Ensure compliance with internal controls, accounting policies, and regulatory requirements.
• Coordinate with external auditors and tax professionals by preparing schedules, supporting documentation, and responding to inquiries.
• Assist with annual audits and tax reporting processes.

• Provide guidance and mentorship to junior accounting team members.
• Support special projects and cross-functional initiatives as assigned.

• Bachelor's degree in Accounting, Finance, or a related discipline.
• 5+ years of progressive accounting experience.
• Strong understanding of GAAP and financial statement preparation.
• Advanced Microsoft Excel skills.
• Exceptional analytical, organizational, and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• CPA designation or active CPA candidate.
• Experience with in private lending, mortgage lending, commercial finance, real estate finance, banking, or other financial services environments.
• Experience with loan accounting, investor accounting, or warehouse lending structures.
• Familiarity with accounting and financial reporting systems used within lending organizations.

• Join a highly successful and rapidly growing private lending platform.
• Gain exposure to complex lending and capital markets accounting.
• Work directly with experienced finance and executive leadership teams.
• Opportunity for professional growth and increased responsibility.
• Competitive compensation package with strong long-term career potential.

Graystone Group is conducting the search on behalf of our client. All inquiries and applications will be handled confidentially.