Accountant

• Maintain and oversee accurate books in QuickBooks Online for two related entities and the brokerage department
• Own the month-end close process, ensuring completion within 5 business days
• Review reconciliations and GL classifications prepared by bookkeeping support staff, make corrections directly in the ledger where appropriate, and post adjusting journal entries when needed
• Assist with budgeting and forecasting, including updating financial projections and preparing budget-to-actual analyses
• Oversee accounts payable processing performed by support staff and review weekly payment runs before approval
• Prepare internal monthly financial statements and KPI reports for leadership
• Manage intercompany activity between entities, including allocations and transfers
• Ensure accurate documentation and reconciliation of corporate income from AppFolio, including management fees and other ancillary revenue
• Handle light payroll and HR administration in Rippling, including entering compensation or status changes, reviewing payroll for accuracy, and helping ensure payroll runs smoothly
• Support payroll accounting, including reconciliation of payroll entries and 401(k) contribution checks
• Collaborate with our CPA on tax filings, annual reviews, and schedule preparation
• Identify inconsistencies, propose corrections, and maintain overall GL integrity
• Follow clear workflows and maintain consistent weekly progress with minimal oversight
• Report directly to the COO with an emphasis on accuracy, accountability, and proactive communication

Staff Accountant

Client Accountant

Senior Staff Accountant

Accountant

Revenue Accountant