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Senior Accounting and Finance Manager

Legacy Inc.
Wyndmoor, PA Full Time
POSTED ON 3/31/2025 CLOSED ON 4/16/2025

What are the responsibilities and job description for the Senior Accounting and Finance Manager position at Legacy Inc.?

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!

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