senior portfolio analyst in charlotte

posted
contact
kayla kostarelos, tatum executive services
job type
permanent
salary
US$ 80,000 - US$ 90,000 per year
apply now

job details

posted
location
charlotte, north carolina
job category
Accounting & Auditing
job type
permanent
working hours
8 to 5
salary
US$ 80,000 - US$ 90,000 per year
experience
3 Years
reference number
501406
contact
kayla kostarelos, tatum executive services

job description

job summary:

Tatum Executive Search is actively assisting a well established asset manager client with their search for a Sr Portfolio Analyst. The ideal candidate will have an understanding of GAAP, high proficiency in Excel and a Bachelor's Degree in Accounting or Finance.

 
location: Charlotte, North Carolina
job type: Permanent
salary: $80,000 - 90,000 per year
work hours: 8 to 5
education: Bachelor's degree
experience: 3 Years
 
responsibilities:
  • Review monthly financial reporting packages
  • Quarter/year-end close
  • review monthly capital requests
  • Prepare wire transfers to/from responsible properties
  • Review property tenant reimbursement calculations
  • Reconcile assigned Portfolio Account monthly
  • Review annual budget packages
  • Prepare reports for asset management
  • Assist with corporate accounting, including preparation of journal entries
 
qualifications:
  • Bachelor's Degree in Accounting or Finance
  • Commercial Real Estate Accounting, preferred
  • CPA, plus
 
skills: Excel, CPA

For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

skills

Excel, CPA

qualification

  • Bachelor's Degree in Accounting or Finance
  • Commercial Real Estate Accounting, preferred
  • CPA, plus

responsibilities

  • Review monthly financial reporting packages
  • Quarter/year-end close 
  • review monthly capital requests
  • Prepare wire transfers to/from responsible properties
  • Review property tenant reimbursement calculations
  • Reconcile assigned Portfolio Account monthly
  • Review annual budget packages
  • Prepare reports for asset management
  • Assist with corporate accounting, including preparation of journal entries

educational requirements

Bachelor's degree