What are the responsibilities and job description for the Family Office Accountant position at Camillo Companies?
Job Summary:
The Family Office Accountant will gather and analyze financial records and documentation for a variety of purposes, including generating financial reports, compiling profit statements, filling out tax returns, and making budgets.
Duties/Responsibilities:
- Process accounts payable transactions
- Research and resolve issues or discrepancies with accounts, bills or invoices
- Manage vendor relationships, requests and payments
- Perform monthly reconciliations of bank accounts and credit cards
- Generate balance sheets, income statements, and statements of cash flows
- Perform the following accounting functions: journal entries, general ledger review, balance sheet reconciliation, monthly/quarterly accrual entries, calculating and booking equity investments & conducting basic trend analysis of financial statements.
- Provide accurate documentation in accordance with policies and procedures
- Handle special projects as needed
- Preparation and upkeep of accounting procedures
- Prepare sales tax returns as needed
Required Skills/Abilities:
- Ability to maintain professionalism and a strong customer-focused demeanor with demanding clientele.
- Excellent time management skills, detail-orientation and ability to multi-task and prioritize work.
- Strong decision-making and problem-solving skills
- Effective communication and interpersonal skills and proficient in English. Must be able to effectively articulate needs and convey information verbally and in writing with employees, customers, supervisors, and co-workers throughout the organization.
- Knowledge of management methods and sound employee relations techniques with an ability to connect to staff, troubleshoot problems and help teams collaborate, as necessary.
- Able to work in an equitable, inclusive, and diverse environment. The Company is committed to enhancing equity, inclusion, and diversity, including hiring talent from all backgrounds.
- Strong knowledge and proficiency in Excel
- Knowledge of cloud-based accounting and forecasting software, especially Quickbooks
- Attention to detail, and ability to identify patterns in financial and operational data.
- Problem-solving skills, and ability to work independently.
- Ability to clearly summarize and communicate financial information to Finance and other departments and build rapport with others.
- Team player, strong work ethic and passion to meet goals and consistently improve
Education and Experience:
- Bachelor's degree in Finance, Accounting, or related field required.
- 3-5 years of relevant experience in real estate, financial planning & analysis, or other related fields required.
- QuickBooks proficiency
- Multi entity accounting and reporting
About Us
As one of the largest privately held real estate development and construction companies in Texas, The Camillo Family of Companies exists to open doors to greater opportunities for all people. For more than 30 years, the Company has led the way in constructing premier communities featuring affordable homes and residences that maximize style, livability, and functional floorplan designs. Camillo Companies is a vertically integrated operation consisting of four primary entities, including Retail (Legend Homes, Princeton Classic Homes, and Bella Vista Homes), Residences (Camillo Properties), Land Development (Academy Development), and Maintenance (LCI Services). Through these operations, the Camillo Family of Companies has constructed more than 30,000 homes and residences in the Greater Houston, Dallas-Fort Worth, San Antonio, and Bryan-College Station areas, establishing a standard of exceptional customer service and attainability. In 2007, the Company pioneered the single-family build-to-rent business, eventually leading to the 2012 launch of Camillo Properties, which builds, leases, and manages both new and recently constructed single-family homes, townhomes, and multi-family projects. Beginning in 2023, the company plans to expand into new markets in and outside of Texas.
The Camillo Companies value a diverse and inclusive workplace. We strongly encourage women, people of color, LGBTQIA individuals, people with disabilities, and veterans to apply. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members regardless of race, color, religion, sex, gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, pregnancy, parental status, military service, or other non-merit factor.
Please note this job description is not designed to cover or contain a comprehensive listing of all responsibilities or duties required. Other assignments, projects, and duties may be required.