Provide leadership and supervision within the global transitions team, representing the finance workstream, in the setup of clients through the use of sound judgment and discretion in applying accounting principles to day-to-day processes and functions.
Job Description
Essential Job Duties:
Direct new business onboarding by coordinating with facility management and clients; set up bank accounts, accounting software, and implement accounting processes for client service delivery
Provide subject matter expertise during RFP and client pitches
Review contract language to ensure proper set up of client billing and budget.
Track team compliance with department SOC 1 audit controls; approve banking or financial transactions, schedules and reports in accordance with the SOC Policies and Procedures manual and training.
Communicate risks & opportunities to finance / accounting leadership during transitions
Liase with technology and other departments to provide best set up for client delivery.
Performs other related duties as required or requested.
Supervisory Responsibilities:
Leads/Assigns/Delegates tasks to Transition Finance Coordinators and Client Accounting Staff
Coordinate efforts of project team to complete work within project deadlines
Provide solutions to routine/complex problems
Direct reports may include Transition Finance Coordinators
Education/Experience/Training:
College degree in Finance or Accounting preferred
Work Experience:
Requires five to seven years of experience or equivalent combination of education and experience
Specialized Knowledge/Skills â“ Strong knowledge of Yardi software preferred; Strong MS Office Proficiency; Financial reporting for multiple entities preferred; Strong customer service, time management, and organizational skills; Exceptional delegation skills with the ability to be a hands-on contributor and take initiative; Ability to train, mentor and coach others effectively; Results oriented with strong sense of urgency
Competencies:
Ethical Conduct
Goal Setting
Initiative
Leadership
Problem Solving
Relationship Management
Time Management
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
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Cushman & Wakefield is a leading global real estate services firm. As a leader in multifamily property management, we deliver exceptional value through tailored solutions that create efficient and engaging communities. Our passionate approach, strong operational practices and high-performing teams unlock every property’s ability to provide residents with a place they can truly call home.