Ballast Investments, LLC logo
Ballast Investments, LLC

Ballast is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, and we prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Ballast Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Accounting Manager, Financial Reporting

Location

United States

Posted

77 days ago

Salary

$125K - $135K / year

Seniority

Lead

No structured requirement data.

Job Description

Accounting Manager, Financial Reporting

Ballast Investments, LLC

Role Description Ballast (“Ballast” or “The Company”) is seeking an Accounting Manager, Financial Reporting to support the Financial Reporting vertical. Under the general supervision of the Controller, Compliance, the Accounting Manager, Financial Reporting is responsible for monthly financial reporting duties. The Company is a vertically-integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The Company has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014. Ballast employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Our culture is founded on teamwork, authenticity, integrity, and excellence. Through a shared purpose and common goal, the organization is built to serve its partners and communities within which it invests. - Oversee daily operations and monthly close process relating to financial statements and joint venture rollups to ensure accuracy of financial statements and identify any corrections or training needed. - Prepare and analyze complex accounting entries related to property acquisitions, dispositions, refinances, recapitalizations, and joint ventures. - Review ownership entity contributions/distributions in accordance with governing documents. - Reconcile, investigate, and resolve accounting transactions related to financial statements. - Read and understand legal agreements including operating agreements, management agreements, loan documents, leases, etc. and apply knowledge to property reporting. - Train and mentor accounting team members and provide periodic performance reviews. - Create, analyze and improve processes and procedures for the accounting department. - Other duties as assigned by the Accounting management team and Company Principals. Qualifications - Bachelor’s degree in accounting or business required. - Minimum 5 years or more accounting work experience. - 2+ years of experience as an accounting manager or related position. - 3+ years of experience with property accounting for joint ventures for institutional real estate investments. - Proficiency with Microsoft Office suite of products and Microsoft Windows. - CPA License or public accounting experience preferred. - Intermediate to Advanced Excel skills required (pivot tables, index and match, etc.). - Real estate and/or construction and/or property management experience required. - Yardi experience preferred. - Strong knowledge of GAAP rules and regulations preferred. Requirements - Detail oriented and able to manage large volume of data with speed and accuracy. - Able to plan, organize, and prioritize workload to meet deadlines. - Proven track record in maintaining efficient filing and records retention of financial documents. - Strong accounting background including extensive experience with general ledger and entity level transactions. - Excellent communication skills (verbal and written) with ability to communicate internally with team members as well as externally with vendors and other service providers. Benefits - Ballast is committed to creating a diverse environment and is proud to be an equal opportunity employer. - All qualified applicants will receive consideration for employment, and we prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. - Ballast is also committed to compliance with all fair employment practices regarding citizenship and immigration status. - Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Related Job Pages

More Financial Planning and Analysis Jobs

Underwriter

Porch Group

Porch Group, founded in 2012, is a technology-driven company focused on simplifying homeownership by offering various services, including home improvement, insu

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title: Underwriter Location: United States Workplace Type: Remote Job Summary The future is bright for the Porch Group, and we’d love for you to be a part of it as our Underwriter. The Underwriter is responsible for reviewing, analyzing, evaluating, quoting, declining, and nonrenewing new and renewal business. This individual is responsible for making decisions that adhere to the company’s underwriting criteria and support organizational growth and objectives. In addition, they will build strong agency relationships, make timely and appropriate decisions, and provide excellent service to all customers. What You Will Do As A Underwriter: - Manage and develop a homeowner book of business within an assigned territory to meet organizational objectives for growth, retention, and profitability. - Maintain an understanding of State guidelines and State specific forms. - Use established practices, procedures, and authority levels to modify, renew, and write new homeowner’s policies. - Use research and analysis to develop practical underwriting solutions consistent with organizational objectives. - Evaluate risk characteristics and analyze historic and potential account performance to make sound decisions. - Understand personal lines products, coverages, and rating methodology. - Build and maintain strong agency relationships, including management of large, high volume agency partners. - Regularly communicate with team members, other internal departments, and external partners. - Identify and analyze accounts and make sound underwriting decisions. - Make decisions independently within assigned authority levels. - Make decisions with efficiency, speed, and accuracy to meet department service standards. - Execute policies and procedures within the assigned authority. - Consistently act according to customer experience standards: respond quickly, maintain a positive attitude, build rapport, and demonstrate empathy. - Recommend solutions to Senior Underwriters or the Underwriting Manager for risks outside of authority. - Assist with carrier book roll opportunities, supporting agents in transitioning business efficiently and compliantly. - Perform special projects and other duties as assigned What You Will Bring As A Underwriter: - Minimum 4 years of personal property underwriting experience required. - Proven team member with strong collaboration skills. - Measurable achievements in exceeding customer and co-worker experience standards by responding promptly, maintaining a positive attitude, building rapport, showing empathy, and representing Porch Values. - Ability to act as influencer in most difficult customer situations within team. - A history of meeting key performance metrics. - Strong understanding of industry practices, standards, and underwriting concepts. - Ability to multitask and problem solve effectively. - Proficient oral and written communication skills. - Strong negotiation and relationship-building skills. - - Excellent time management skills. - Self-motivated with a desire to succeed. - Ability to adapt quickly and positively to changes. - Ability to work autonomously with limited direction. - Understanding and adherence of compliance and regulatory requirements. - Analytical and critical thinking skills with the ability to interpret complex data. - Strong professional judgment with the ability to balance risk and growth objectives. - Excellent relationship building skills with both internal and external partners. - Strong organizational skills and ability to manage a high-volume workflow. - High attention to detail and commitment to accuracy. - Ability to multitask and prioritize in a fast-paced environment - Proficiency with Microsoft Office Suite. Preferred Qualifications - 4+ years of personal property underwriting experience. - Experience in a tech forward or high growth insurance environment. - Familiarity with ISO guidelines and rating plans. - Experience participating in carrier book rolls or supporting agencies through book roll transitions. - Insurance designations such as AU, AINS, CPCU, or progress toward one. The application window for this position is anticipated to close in 2 weeks (10 business days) from April 10th, 2026. Please know this may change based on business and interviewing needs. At this time, Porch Group does not consider applicants from the following states or jurisdictions for Remote positions: Alaska, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, West Virginia, or the District of Columbia. What You Will Get As A Porch Group Team Member  Pay Range*: $60,000 - $85,000 Annually *Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location.     Our benefits package will provide you with comprehensive coverage for your health, life, and financial wellbeing.   - Our traditional healthcare benefits include three (3) Medical plan options, two (2) Dental plan options, and a Vision plan from which to choose. - Critical Illness, Hospital Indemnity and Accident plans are offered on a voluntary basis. - We offer pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options. - We provide company paid Basic Life and AD&D, Short and Long-Term Disability benefits. We also offer Voluntary Life and AD&D plans. - Both traditional and Roth 401(k) plans are available with a discretionary employer match. - Headspace is part of our employer paid wellbeing program and provides employees and their families access to on demand guided meditation and mindfulness exercises, mental health coaching, clinical care and online access to confidential resources including will preparation. - Brio Health is another employer paid wellbeing tool that offers quarterly wellness challenges and prizes. - LifeBalance is a free resource to employees and their families for year-round discounts on things like gym memberships, travel, appliances, movies, pet insurance and more. - Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, identity theft program, travel assistance, and fitness and other discounts programs. #LI-ED1 #LI-Remote What’s next? Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have! Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work. Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee's eligibility to work in the US using information reported on an employee's Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.

Washington
$60K - $85K / year
Romeu logo

SCHOLARSHIP HOLDER

Romeu

At ROMEU, the leading Spanish holding company in international logistics and freight transport, we are constantly growing and expanding. By joining our team, you will not only find a place to contribute your skills but also an environment that appreciates and supports your personal and professional development.

Full TimeRemoteTeam 1,001-5,000

At ROMEU, the leading Spanish holding company in international logistics and freight transport, we are constantly growing and expanding. We are looking for professionals who are motivated to develop their careers in the international trade business and who align with our standards of effort and commitment. What will your functions be? PRACTICANTE PARA EL AREA COMERCIAL - SECTOR LOGISTICO - APOYO A LA GESTION DE VENTAS What are we looking for? ESTUDIANTE DE ULTIMOS SEMESTRES DE COMERCIO EXTERIOR Y / O AFINES What do we offer? Working at our company provides: - Positive Work Environment: We foster a collaborative and positive workplace that promotes employee well-being and satisfaction. - Professional Development: We offer growth and development opportunities through our internal mobility platform and personalized training programs. - Work-Life Balance: We value the balance between work and personal life. - Compensation: We recognize and reward talent by offering competitive salaries aligned with skills and contributions. - Additional Benefits: We provide complementary benefits such as special promotions for health insurance, training platforms, wellness programs, and other incentives that support overall health and well-being. - Culture of Innovation: We strive to maintain a culture of innovation where ideas are valued and creativity is encouraged to tackle challenges and seek innovative solutions. - Diversity and Inclusion: We celebrate diversity and promote an inclusive environment where every employee feels valued and respected. - Corporate Social Responsibility: We are committed to corporate social responsibility, participating in initiatives led by the "Be Green" team at ROMEU, which have a positive impact on the community and the environment. By joining our team, you will not only find a place to contribute your skills but also an environment that appreciates and supports your personal and professional development.

Colombia
Full TimeRemoteTeam 51-200

Join RTO National as a Full-Time FP&A Analyst in Greenville, SC, where high performers and achievers thrive. This opportunity allows you to engage in critical Financial Planning and Analysis, focusing on forecasting and optimizing financials. Your insights will shape our budget strategies and impact overall business performance. Embrace the flexibility of working from home, allowing you to balance your professional ambitions with personal commitments. Collaborate with a team that values creativity and accountability while driving excellence in financial metrics. At RTO National, you'll be challenged to solve complex financial problems, fostering an environment where your customer-centric approach will shine. As a team member you'll be able to enjoy benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Competitive Salary, Paid Time Off, Snack/Drink Room, and Employee Discounts. This is your chance to contribute to a forward-thinking company in the finance industry, making your mark while enjoying a professional culture built on respect and integrity. RTO National: What drives us Please visit our website at www.rtonational.com to learn about who we are and what we do Your day to day as a FP&A Analyst As a Financial Planning Analyst at RTO National, you will be instrumental in driving our financial planning process and providing insightful analysis that supports our strategic initiatives. Leveraging your strong analytical skills and industry knowledge, you will produce data-driven decisions that directly impact the company's financial performance and bottom line. Reporting to the Senior Financial Planning Analyst, you will collaborate closely with the CEO and other senior leaders to develop an in-depth understanding of our operations and the interdependencies of financial assumptions and outcomes. Partnering with the SR Financial Planning Analyst you will maintain and enhance the company’s financial model to improve the accuracy of multi-year forecasts. Your role will involve analyzing large, complex data sets to identify trends and model risks, developing recommendations that present your findings in a clear and actionable format, and producing high-quality forecast models that effectively communicate the data necessary for strategic decision-making. Would you be a great FP&A Analyst? To excel as a Financial Planning Analyst at RTO National, candidates must possess a diverse set of skills essential for success in this dynamic role. A strong foundation in finance or economics, complemented by at least three years of experience in analytical positions, is necessary. Proficiency in SQL for database querying and data preparation is crucial, alongside advanced Excel skills to manage complex financial modeling. Critical thinking and problem-solving abilities will enable you to navigate intricate financial scenarios, while attention to detail ensures accuracy in all analytical outputs. Effective communication skills are vital, as you will collaborate with team members from various backgrounds and present your findings to senior management. Strategic thinking and visioning will guide your approach to developing and implementing financial strategies. Finally, creativity and a commitment to high standards will drive your initiatives, while strong organization and planning skills will help you manage timelines independently, ensuring alignment with business objectives. Familiarity with Power BI is an added advantage, enhancing your analytical capabilities. Knowledge and skills required for the position are: - Strategy development and implementation - Ability to work independently on projects and manage timelines in accordance with business needs - Database querying and data preparation – strong SQL user - Familiarity with data modeling concepts; Strong Excel skills required - Critical thinking and problem solving - Professional communication and ability to work with different skill sets - Analytical Skills - Attention to Detail - Communication - Creativity/innovation - High Standards - Organization and Planning - Strategic Thinking/Visioning - Teamwork - Undergraduate degree in Finance, Economics or a related field or equivalent work experience - Minimum 3 years of experience in an analytical role with Financial Modelling and SQL experience. - Experience with Power BI is a plus but not a requirement Get started with our team! If you think this job is a fit for what you are looking for, applying is a snap - just follow the instructions on this page. Good luck!

United States
Full TimeRemoteTeam 1,001-5,000H1B No Sponsor

• Own the revenue forecast process across all product lines and regions. • Develop and maintain robust models for ARR, churn, upsell, and new bookings. • Partner with Sales and Marketing teams to evaluate revenue drivers and optimize growth strategies. • Deliver accurate and timely revenue reporting for executive leadership and board presentations. • Monitor KPIs such as ARR, NRR, CAC, and LTV, and recommend improvements. • Lead and develop a high-performing FP&A team across multiple regions. • Ensure alignment of processes, tools, and reporting standards globally. • Mentor team members and foster a culture of collaboration and continuous improvement. • Act as a trusted advisor to the Chief Growth Officer and CFO, supporting strategic decisions with data-driven analysis.

United States
$150K - $175K / year