Bridge33 Capital

Data Entry

• Accurately enter and update data into company databases, spreadsheets, and internal systems.
• Build and maintain advanced Excel spreadsheets including formulas, pivot tables, and data validation.
• Review and verify data for errors, inconsistencies, or missing information and make corrections as needed.
• Organize and maintain physical and digital records in accordance with company procedures.
• Generate routine and ad hoc reports from existing data sets for internal use.
• Coordinate with team members to ensure timely and accurate data submissions.
• Always maintain confidentiality of sensitive company and client information.
• Assist with data audits and cleanup projects as assigned.

Support Engineer

• Respond to and resolve complex support tickets related to Yardi software
• Develop simple to complex YSR reports in Yardi
• Create stored procedures, system validations, email notifications and schedule tasks
• Create and upload ETL file for different business functions
• Collaborate with internal customers to troubleshoot and find solutions for technical issues
• Provide guidance and training on software functionalities to enhance user experience
• Document support interactions and maintain accurate records of issues and resolutions
• Work closely with development teams for escalated issues that require specialized attention
• Drive Enhancements and optimization

Technical Support Specialist

Operations

• Provide a consistent and high level of service to our business units
• Process data entry transactions timely and accurately
• Compiles and distributes regular recurring reports
• Produces presentation materials with direction from management and/or team leads
• Research lease agreements and tenant data to generate summary reports or process required property management type transactions
• Check emails daily (manage personal inbox and administrative inboxes)
• Perform other duties as assigned

Operations Assistant – Property Management

Accounts Receivable

• Ensure payments are applied accurately and timely to tenant accounts.
• Analyze financial reports & collaborate with property management and property accounting to identify and monitor any issues with tenant ledgers and/or reconciliations.
• Perform monthly reviews of tenant credits, overpayments, and applications.
• Assist property management with collection activities, including but not limited to sending follow-up inquiries, past due negotiations, and referring accounts to collections as needed.
• Maintain accurate and organized documentation in electronic filing systems, including maintaining the Accounting Dropbox folder hierarchy and integrity.
• Collaborate with internal and external stakeholders to resolve issues and address inquiries in a timely manner.
• Work on ad hoc projects and initiatives as needed, including projects where there may be ambiguity or which do not have clearly established processes to reference.
• Maintain and update accounting and financial information in the prescribed standards and systems.
• Flexibility to support several different teammates within the Property Accounting department and to prioritize and balance different responsibilities.
• Effectively and clearly track and communicate the status of workflow tasks to supervisors.
• Prepare charges, receipts & payables within our accounting system, providing adequate supporting documentation.
• Maintain accounting and financial files, including financial workbooks, property spreadsheets, and trackers.
• Assist with reporting on an as needed basis.

AR Specialist

Manager

• Prepare daily consolidated cash position reports
• Monitor bank balances across all entities and accounts
• Track intercompany cash movements
• Support daily liquidity monitoring
• Assist with cash allocation and funding workflows
• Maintain bank account master data
• Support bank connectivity and data feeds (via TMS)
• Assist with new account setup and documentation
• Monitor transaction activity for anomalies
• Perform daily/weekly bank reconciliations
• Support intercompany cash reconciliations
• Investigate and resolve reconciling items
• Coordinate with accounting and AP teams on discrepancies
• Prepare payment batches in TMS / banking platforms
• Validate payment supporting documentation
• Ensure approvals are obtained by policy
• Maintain audit trail for all cash movements
• Produce weekly liquidity and cash flow reports
• Maintain 13-week cash forecast support schedules
• Prepare variance analyses vs forecast
• Support distribution and capital call reporting
• Maintain standardized treasury reporting templates
• Support Treasury Management System (TMS) implementation, configuration, testing, and ongoing optimization
• Maintain data integrity, mappings, and workflows within the TMS
• Assist with system testing and enhancements
• Maintain treasury SOPs and documentation
• Support automation initiatives
• Participate in continuous improvement projects
• Interface with Fund Finance, Accounting, and FP&A teams
• Provide data for audit and compliance requests
• Support ad hoc cash and liquidity analysis
• Check emails daily (manage personal inbox, accounting inbox)
• Perform other duties as assigned

Treasury Manager

• Prepare daily consolidated cash position reports
• Monitor bank balances across all entities and accounts
• Track intercompany cash movements
• Support daily liquidity monitoring
• Assist with cash allocation and funding workflows
• Maintain bank account master data
• Support bank connectivity and data feeds (via TMS)
• Assist with new account setup and documentation
• Monitor transaction activity for anomalies
• Perform daily/weekly bank reconciliations
• Support intercompany cash reconciliations
• Investigate and resolve reconciling items
• Coordinate with accounting and AP teams on discrepancies
• Prepare payment batches in TMS / banking platforms
• Validate payment supporting documentation
• Ensure approvals are obtained by policy
• Maintain audit trail for all cash movements
• Support dual-control and segregation-of-duties processes
• Produce weekly liquidity and cash flow reports
• Maintain 13-week cash forecast support schedules
• Prepare variance analyses vs forecast
• Support distribution and capital call reporting
• Maintain standardized treasury reporting templates
• Support Treasury Management System (TMS) implementation, configuration, testing, and ongoing optimization
• Maintain data integrity, mappings, and workflows within the TMS
• Assist with system testing and enhancements
• Maintain treasury SOPs and documentation
• Support automation initiatives
• Participate in continuous improvement projects
• Interface with Fund Finance, Accounting, and FP&A teams
• Provide data for audit and compliance requests
• Support ad hoc cash and liquidity analysis
• Check emails daily (manage personal inbox, accounting inbox)
• Perform other duties as assigned