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Accountant, Financial Reporting, Financial Analyst

Job in Stockton, San Joaquin County, California, 95202, USA
Listing for: Workplace Solutions, L.L.C.
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Accounting & Finance, Tax Accountant
  • Accounting
    Financial Reporting, Financial Analyst, Accounting & Finance, Tax Accountant
Job Description & How to Apply Below

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Our client is a private real estate development and investment company, which has been successfully operating in the Central Valley for over 40 years, is looking for an Accountant to join its existing team of professionals to assist with the company’s growth.

The individual will hold a highly visible and responsible position within the fully integrated real estate company, which operates and oversees all aspects of real estate development, management and ownership. The company values creativity, innovation, and encourages its employees to problem solve and develop solutions to the unique and varying challenges within the company’s daily operations. Open and informal communication is common within the company’s work environment.

Key

Duties
  • Treasury Management (Bank account reconciliations, cash flow reporting, opening new bank accounts, loan administration and compliance).
  • Processing monthly tenant billings for utility, operating and common area maintenance expenses and special projects.
  • Reporting (Preparation of monthly financial statements – Balance Sheets, Income Statements and Cash Flow reports).
  • Annual Reporting (Preparation of annual operating budgets, assisting with year-end tax returns with outside CPA firm and other regulatory filings related to real estate investments).
  • Investments (Preparation of proforma analysis for potential investment opportunities).
  • Monitor and analyze financial performance of properties, identifying trends and variances.
  • Conduct regular audits to ensure accuracy of financial records and compliance with industry standards.
  • Maintain strong relationships with internal and external stakeholders, including property managers, investors, and auditors.
  • Evaluate and implement accounting processes and controls to improve efficiency and accuracy of financial reporting.
  • Provide support to senior management with ad-hoc financial analysis and reporting as needed.
Experience Education/License Requirements
  • Bachelor’s degree in accounting or finance or equivalent experience.
  • Minimum of 5 years of accounting experience in the real estate industry.
  • Strong understanding of real estate financial reporting standards and regulations.
  • Proficient computer skills:
    Outlook, Word, Excel, Yardi, Teams, Zoom.
Skills and Abilities
  • High level of integrity, professionalism, strong work ethics.
  • Strong creativity and innovation skills.
  • Ability to problem solve and develop solutions to challenges within daily operations.
  • Detail oriented and organized, commitment to accuracy and quality of work.
  • Excellent verbal and written communications, ability to present information in a clear and concise manner.
  • Excellent interpersonal skills.
  • Ability to work independently and prioritize tasks effectively.
  • Ability to collaborate as part of a team.
  • Strong analytical and problem-solving skills.
  • Excellent time management and ability to re-prioritize workload.
Physical Requirements

The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties require frequent sitting, repetitive use of hands and wrists while using computer keyboard and phone. Work is performed in a standard office environment.

Benefits
  • Generous vacation and sick pay
  • Holiday and bereavement pay
  • Medical, dental, vision benefit programs. The company will provide a monthly contribution towards the employee’s premium. Employee contributions are deducted on a pre-tax basis.
  • Life, AD&D and disability insurance provided by the company. Additional life insurance options available for an additional cost to the employee.
  • 401(k) Plan with Company Match
  • Flexible work environment
EEO Policy Statement

Our client is an equal opportunity employer dedicated to workforce diversity. In compliance with applicable law and its own policy, the company is committed to recruiting and retaining a diverse staff and does not discriminate in its hiring or in the provision of employment benefits on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability.

Seniority

level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Accounting/Auditing and Finance
  • Industries:
    Furniture

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