Financial Controller

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Oversee the accounting, financial administration, reporting, controls, and financial integrity of the client's personal finances, management company, and associated real estate and business entities.

• Collaborate closely with the property management team on the financial and asset management components of the portfolio.

• Develop reliable financial controls, reconciliations, reporting mechanisms, and organizational checks and balances.

• Maintain accounting records utilizing QuickBooks, Quicken, Propertyware, and other financial systems.

• Lead or provide substantial assistance in transitioning from existing QuickBooks systems to a new accounting platform, involving data migration, account mapping, testing, reconciliation, process redesign, and implementation support.

• Preserve personal financial records and statements, including schedules for real estate, investments, loans, insurance, assets, and liabilities.

• Manage financial administration related to loans, renewals, lender requests, mortgages, insurance, investments, property taxes, tax returns and support, entity filings, and other financial obligations.

• Partner with property management on CAM reconciliations, recovery calculations, tenant charges, accounts receivable, property operating results, budgets, variances, capital expenditures, rent rolls, and tenant ledgers.

• Conduct reconciliations for bank, credit card, mortgage, investment, and other accounts.

• Maintain financial statements, cash reports, management reports, schedules, and supporting workpapers.

• Establish and enforce controls regarding bill processing, payments, cash movement, and vendor activities.

• Process bills and payments and independently review or reconcile property management transactions.

• Ensure accurate assignment of transactions to the correct entity, property, GL account, and accounting period; maintain separation of entity bank accounts and document intercompany activities.

• Oversee payroll accounting, 401(k) administration, management fees, deposits, transfers, security deposit accounting, 1099s, tax support, and recurring accounting functions.

• Coordinate with the client, CPAs, tax professionals, bankers, lenders, insurance professionals, Senior Property Manager, and other external advisors.

⛳️ Requirements

• Extensive accounting and financial management experience, preferably in roles such as Controller, Senior Accountant, Family Office, Real Estate Accounting, or similar positions.

• Practical experience managing accounting functions across multiple entities, properties, or related businesses.

• Proficient knowledge of QuickBooks; familiarity with Quicken and Propertyware is highly desirable.

• Background in accounting system migrations, implementations, or significant process enhancements.

• Strong comprehension of reconciliations, financial statements, general ledger accounting, cash management, and financial controls.

• Experience in real estate accounting and property-level financial reporting, including CAM reconciliations, tenant ledgers, rent rolls, operating results, budgets, and capital expenditures.

• Experience in managing financial administration related to loans, mortgages, insurance, investments, taxes, and other substantial financial obligations.

• Exceptional attention to detail and a high level of financial accuracy and integrity.

• Capability to establish and maintain effective checks and balances and independently identify discrepancies or irregularities.

• Strong organizational abilities and the capacity to manage multiple financial responsibilities and deadlines across various entities.

• Outstanding verbal and written English skills, with the ability to communicate financial matters clearly, accurately, and professionally to senior stakeholders and sophisticated third parties.

• Comfortable working directly with business owners, CPAs, bankers, lenders, tax professionals, insurance professionals, and other external advisors.

• Strong judgment, discretion, accountability, and the ability to work independently.

• Willingness to work during Pacific hours.

🏝️ Benefits

• Competitive salary and performance bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement plan with employer matching contributions.

• Opportunities for professional development and continuing education.

• Flexible work arrangements and a supportive work environment.