Accounting Analyst managing monthly financial records and reports for a fintech company. Responsibilities include reconciliations, billing, invoicing, and preparation of tax returns.
PC
Hybrid Client Accounting Services Manager – Construction and Real Estate
Posted 9 hours ago
About the role
- Client Accounting Services Manager supporting Real Estate & Construction practice. Managing client relationships and project-based accounting in a dynamic environment.
Responsibilities
- Manage a portfolio of construction and real estate development clients, including onboarding, workflow design, monthly close oversight, and delivery of financial packages.
- Train, supervise, and mentor CAS Associates and Seniors, delegating project‑based accounting work and ensuring technical accuracy and ongoing skill development.
- Engage clients in strategic discussions on job costing structures, project workflows, billing processes, internal controls, and reporting best practices.
- Lead client meetings and present financial statements, WIP schedules, Schedule of Values (SOV) billings, project performance reports, and development cost tracking.
- Review and approve general ledger activity, including job cost allocations, cost‑to‑complete updates, budget revisions, retention entries, and capitalization of development costs.
- Support clients in selecting and implementing construction accounting and project management systems (Procore, Sage, Acumatica, Spectrum, IES, etc.).
- Identify construction‑ and development‑specific KPIs—backlog, job profitability, percent‑complete revenue, committed costs, overhead absorption, project cash flow—and translate them into actionable insights.
- Draft financial reports and project‑specific accounting packages, including WIP analyses and job cost summaries.
- Assist clients with internal cash flow and profitability models for construction projects, development pipelines, and capital planning.
- Collaborate with our tax team to identify and elevate tax planning considerations (e.g., 263A, 460, 1031 exchanges, entity structures).
- Contribute to business development—prepare proposals, support scoping conversations, and participate in meetings with prospective clients.
- Attend construction and real estate industry events to maintain technical expertise and expand professional relationships.
- Co‑lead weekly management and team meetings and help foster a positive, collaborative CAS culture.
Requirements
- Bachelor’s degree in Accounting or Finance (required)
- 5+ years of construction or real estate accounting experience, including Job costing and cost code management; SOV preparation and progress billing; WIP schedule preparation and percent‑complete calculations; Retainage, subcontractor compliance, and lien waiver tracking; Development project accounting and cost capitalization
- Experience supervising accounting staff and managing project‑based workflows in a professional services environment (strongly preferred)
- Experience with construction ERPs or project management tools (Procore, Sage, Acumatica, Spectrum, IES, etc.) preferred
- QuickBooks Online ProAdvisor Certification (or willingness to obtain within 6 months)
- CPA license a plus
- Strong knowledge of GAAP, revenue recognition for construction, and development‑specific accounting principles
- Excellent communication skills with the ability to translate financial information into meaningful insights
- A collaborative, solutions‑oriented mindset
Benefits
- 401(k) profit sharing plan with immediate vesting
- 14.5 paid holidays
- 5 weeks of PTO
- Paid Family and Medical Leave
- Incentive plan for sales leads
- In-office perks include paid parking, public transit access, a bike garage, gym, outdoor space, and plenty of snacks
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