ACCOUNTING ASSISTANT (Analysis/Project Support)

Timothy Jon & Associates

ACCOUNTING ASSISTANT (Analysis/Project Support)

Milwaukee, WI
Full Time
Paid
  • Responsibilities

    As one of the region's leading real estate firms, our client is experiencing remarkable growth and is eager to expand their team. This dynamic, mid-sized company consistently exceeds client expectations by delivering exceptional service.

    With a nationwide presence, this developer boasts a vibrant workplace culture, selecting team members based on skills, integrity, and passion for the industry. They foster a collaborative environment that encourages innovation and empowers employees to take leadership roles by offering the necessary training, tools, and opportunities for career success. This company provides competitive compensation and benefits packages, including top-tier medical plans, flexible spending accounts, a 401(k) plan with company matching, and company-paid life and disability insurance.

    In this role, you will collaborate daily with the Accounting Supervisor, vendors, property managers, the construction team, and other accounting professionals. Your responsibilities will include reporting and analysis of financial data, managing job closures, WIP reclassifications, preparing executive reports, handling essential accounting functions, and supporting administrative tasks—including special projects.

    Key Responsibilities:

    • Reconcile credit card transactions
    • Track payments and coordinate with the insurance division on disaster projects
    • Maintain the contracts database in Yardi and oversee job closures and WIP reclassifications
    • Generate and deliver weekly reports to the executive management team
    • Coordinate payment releases with the Treasury team and other staff
    • Prepare draw packets for funding requests across various properties
    • Assist the Treasury team with check copy requests
    • Handle special ad hoc assignments
    • Manage an automated reporting bot (future initiative)
    • Support the implementation of property management and IT contract systems (future initiatives)
    • Explore and contribute to process improvements
    • Serve as a backup for other Accounting Assistants and the Accounting Supervisor as needed

    Qualifications:

    • Associate degree in accounting preferred (or in progress)
    • OR 3-5 years of real estate accounting experience
    • Strong understanding of accounting principles and concepts
    • Excellent mathematical and analytical skills
    • Customer-service oriented with a focus on building and maintaining relationships
    • Ability to multitask, prioritize, and self-motivate in a fast-paced environment
    • Exceptional attention to detail, positive attitude, and eagerness to learn
    • Experience with an accounting ERP system preferred (YARDI experience is a plus)
    • Strong communication skills, with the ability to interact effectively with internal and external stakeholders (property managers, vendors, tenants, etc.)
    • Problem-solving mindset with a drive for continuous improvement
    • Team player with the ability to work independently when necessary
    • Enthusiastic “can-do” attitude with a passion for innovation

    Compensation & Benefits:

    • Competitive salary
    • Paid training, holidays, and vacation time
    • Company-sponsored 401(k) plan
    • Comprehensive benefits package, including medical, dental, and life insurance