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Senior Accounting and Finance Manager

As our company continues to grow, we are looking for a dedicated Bookkeeper/Financial Analyst who will play a critical role in managing and analyzing the financial health of our business. This position is perfect for someone who thrives in a dynamic environment, enjoys wearing multiple hats, and wants to contribute to a growing real estate investment and management firm. The successful candidate will provide key financial insights, help drive business decisions and ensure the smooth financial operation of the company.

JOB RESPONSIBILITES AND DUTIES

Financial Management & Reporting:

    • Accurately record, report, and analyze financial data across various business units
    • Prepare financial statements, including income statements, balance sheets, and cash flow reports
    • Conduct budgeting, forecasting, and financial analysis to support business growth

Accounting & Compliance:

    • Guide accounting clerical staff by coordinating activities and answering questions
    • Develop and maintain internal controls and accounting policies
    • Ensure compliance with Generally Accepted Accounting Principles (GAAP)
    • Prepare and file taxes, ensuring accuracy and timeliness
    • Handle all insurance policies related to properties and business operations

Operations & Payroll:

    • Oversee payroll operations, ensuring accuracy and compliance
    • Collect and manage receivables
    • Prepare, review, and process invoices, ensuring timely payments
    • Manage vendor and client payouts

Business Intelligence & Data Analysis:

    • Analyze financial performance data, including payroll, mileage, laundry, and rental income
    • Deliver insights that impact decision-making and operational efficiency
    • Conduct exploratory data analysis to uncover trends and business opportunities

Training & Development:

    • Provide training and develop resources for staff on financial processes and best practices
    • Stay up to date on industry trends and regulatory changes

REQUIREMENTS

Experience:

    • 5+ years of experience in accounting or finance
    • Mastery of QuickBooks, Excel, and other Microsoft Office applications is a must!
    • Knowledge of Google Docs is a plus
    • Experience with business intelligence and financial reporting tools is a plus
    • Real Estate experience is a plus

Skills & Competencies:

    • Strong analytical and problem-solving abilities
    • Excellent attention to detail and organizational skills
    • Strong written, verbal, and interpersonal communication skills
    • Ability to work collaboratively in a small, fast-paced team environment
    • Highly adaptable and proactive in identifying and resolving financial challenges

Education & Certifications:

    • Bachelor’s degree in accounting, Finance, or a related field
    • CPA, CFA, or CISA certification preferred but not required

ADDITIONAL QUALIFICATIONS

    • Candidate must reside within 30-45 minutes of Zip code 19038
    • This is a hybrid position, but the candidate must be able to work on-site at our Wyndmoor, PA. office. After initial training period the candidate can work from home as business allows.
    • This is a full-time Position

COMPENSATION & BENEFITS

    • Competitive salary between 60k-70k, based on experience and qualifications
    • 3 weeks PTO and the bank holidays
    • Opportunity for career growth in a fast-expanding real estate business
    • Collaborative and supportive work environment with a mission-driven team
    • Flexible and dynamic work environment with exposure to multiple business areas

WHY JOIN US?

We are more than just a real estate company, we are a team that values growth, service, and making a meaningful impact in our community. This role offers a unique opportunity to be an integral part of our expansion and success. If you are looking for a place to grow professionally while working with a team that truly cares, we’d love to hear from you!

Average salary estimate

$65000 / YEARLY (est.)
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$60000K
$70000K

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What You Should Know About Senior Accounting and Finance Manager, Legacy

Are you ready to take the next step in your career as a Senior Accounting and Finance Manager? Join our dynamic team at our real estate investment and management firm, where your expertise will play a pivotal role in shaping our financial future. In this exciting position, you’ll oversee essential financial operations and reporting, managing everything from budgeting and forecasting to compliance and payroll. Your keen analytical mind will help you deliver valuable insights that drive impactful business decisions. As we continue to grow, we need someone with at least 5 years of experience in accounting or finance who can master QuickBooks and Excel to create meaningful financial statements and reports. You’ll guide our accounting staff, ensuring all activities run smoothly while keeping an eye on regulatory compliance and internal controls. Your ability to communicate effectively will foster collaboration within our small and fast-paced team. Plus, this hybrid role allows you to blend workplace dynamics with the convenience of working from home after the training period. If you’re looking for a position that offers competitive pay, a supportive atmosphere, and opportunities for professional growth, the Senior Accounting and Finance Manager role is perfect for you. Join us and become part of a mission-driven team that values your contributions and is dedicated to making a difference in our community. Your journey starts here!

Frequently Asked Questions (FAQs) for Senior Accounting and Finance Manager Role at Legacy
What are the main responsibilities of the Senior Accounting and Finance Manager at our company?

As a Senior Accounting and Finance Manager at our real estate investment and management firm, your main responsibilities will include managing financial data across various business units, preparing financial statements, budgeting, and financial analysis. You'll also guide the accounting team, ensure compliance with GAAP, and oversee payroll operations. Your role is vital in delivering insights to inform business decisions.

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What qualifications are required to be a Senior Accounting and Finance Manager?

To qualify for the Senior Accounting and Finance Manager position, you need at least 5 years of experience in accounting or finance, a Bachelor’s degree in a related field, and proficiency in QuickBooks and Excel. While certifications like CPA or CFA are preferred, they are not mandatory. Real estate experience is a plus, and strong analytical skills will greatly benefit your role.

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How does the hybrid work model function for the Senior Accounting and Finance Manager role?

The Senior Accounting and Finance Manager role is designed as a hybrid position, allowing flexibility in where you work. Initially, you'll work on-site at our Wyndmoor, PA office for training purposes. After that, you can work from home as business needs allow, balancing the dynamic environment of our office with the convenience of remote work.

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What benefits can I expect as a Senior Accounting and Finance Manager?

As a Senior Accounting and Finance Manager, you’ll enjoy a competitive salary ranging from $60k to $70k, based on your experience. Additional benefits include 3 weeks of PTO, bank holidays, and opportunities for career growth in a vibrant and expanding organization. We believe in fostering a collaborative and supportive work culture that helps you thrive professionally.

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How does the Senior Accounting and Finance Manager contribute to business operations?

The Senior Accounting and Finance Manager plays a vital role in our business by analyzing financial performance, managing payroll and receivables, and developing internal controls. Your insights will help identify trends and business opportunities, helping drive operational efficiency and making important financial decisions that support the company’s growth.

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Common Interview Questions for Senior Accounting and Finance Manager
Can you describe your experience with financial reporting in your previous roles?

In responding to this question, highlight specific experiences where you prepared financial statements, conducted analysis, and worked with budgeting processes. Be sure to mention any software you utilized, like QuickBooks or Excel, and how these contributed to successful outcomes in your previous organizations.

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What strategies do you use to ensure compliance with financial regulations?

Discuss specific strategies you implement to stay compliant, such as developing comprehensive internal controls, regularly reviewing accounting policies, and staying updated on GAAP. You might also describe your approach to training staff on compliance issues, emphasizing that a proactive approach is essential.

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How do you prioritize tasks when managing multiple accounting functions?

Explain your method of prioritizing tasks, such as using organizational tools or software. You might talk about how you assess deadlines, importance, and the impact of tasks on wider business objectives. Sharing a relevant example can further illustrate your effectiveness in managing time.

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What is your approach to analyzing financial performance data?

Detail your approach by mentioning specific metrics and analyses you commonly perform, such as key performance indicators. Discuss how you draw insights from data trends and use them to make informed recommendations or decisions to boost business performance.

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How do you handle discrepancies in financial records?

Offer an example of a time when you found a discrepancy and how you resolved it. Share your methodology, such as conducting thorough investigations, collaborating with team members, and implementing corrective actions to prevent future occurrences.

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Describe your experience with payroll management.

Share your experience overseeing payroll, detailing how you ensure accuracy and compliance with regulations. Discuss software you’ve used, your familiarity with payroll tax laws, and your ability to manage timelines effectively for payroll processing.

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What tools and software are you proficient in that relate to this role?

Be prepared to list all relevant tools you’ve used and your proficiency level, particularly QuickBooks and Excel. Include any business intelligence tools and how your experience with these has helped streamline processes or improve financial reporting.

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How do you approach training and developing team members in financial processes?

Discuss your commitment to coaching and mentoring. Share past experiences where you developed training materials or workshops, leading to improved team performance and understanding of financial practices. Highlight your belief in continuous learning.

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What challenges have you faced in managing a hybrid work environment and how did you overcome them?

Address specific challenges you encountered when transitioning to hybrid work models. Talk about your adaptive strategies, such as using technology for communication or maintaining team engagement, ensuring tasks were met regardless of the working environment.

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Why are you interested in working as a Senior Accounting and Finance Manager at our company?

Tailor your response to reflect your enthusiasm for the company's mission and values. Mention how your skills and experiences align with the role and how you see yourself contributing to the goal of making a meaningful impact in the community.

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Full-time, hybrid
DATE POSTED
April 3, 2025

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