Fidelity Bank · 3 months ago
Share Holder Financial Statement Reporting - Real Estate Alternative Accounting
Westlake, TX
Full-time
Hybrid
Senior Level
5+ years expFidelity Bank is seeking a Manager for Shareholder Reporting in Real Estate Financial Statements Production. The role involves delivering accurate financial reports for real estate funds and ensuring compliance with reporting standards, while collaborating with various teams to improve operational efficiency.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards
Contribute on a team that delivers accurate, timely financial reports required for real estate funds
Engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle
Identify short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products
Collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk & Business Operations
Qualification
Required
Bachelor's degree or equivalent with 5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP)
Ability to work and lead in an operations-focused fast paced team environment
Innovation attitude – ability to identify and drive forward new ways to improve current processes
Excellent written and verbal communications skills and strong presentation capability
Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)
Advanced excel skills and experience translating accounting data into financial statement presentation
Preferred
Experience with Yardi accounting software preferred
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase