Sr. Portfolio Accountant Job at Robert Half (Chicago)

Sr Enterprise Key Account Manager

As a Sr Enterprise Key Account Manager on the North American team, you will be r...

Location

Canada

Salary:

Not provided

360Learning

Expiration Date

Until further notice

Requirements

At least 7 years of experience in an HRtech B2B SaaS environment as an Account Manager or an Account Executive
Bonus points for experience selling learning solutions like an LMS or LXP
A growth mindset and a life-long learning attitude
Strong analytical and organizational skills
Strong written and verbal communication skills
Executed complex software/platform demos in your sales process
A Bachelor’s degree or higher level of education
Enthusiasm for our Convexity culture

Job Responsibility

Sell into our existing client base
Use our CRM tool to map and build the account plans, prepares sales documentation, and provide forecasts for opportunities identified
Identify top potential accounts, understand current connections, and create power map for growth opportunities
Create detailed outreach cadences, and make outbound calls to accounts to achieve sales quota metrics
Arrange regular meetings virtually and in-person with key players in the accounts, and ensure you are the point of contact for business opportunities, issues, and questions
Evangelize 360Learning vision through high-quality product demonstrations and account-specific initiatives
Work with all other teams within the company to optimize the customer experience across your portfolio
Establish and grow relationships with key decision-makers and influencers within the customer base, virtually and in-person
Access, analyze, present customer reports to draw conclusions and provide recommendations
Drive customer satisfaction and reference-ability as champions

What we offer

Comprehensive medical, vision, and dental insurance starting your first day of employment
Generous parental leave
Professional development opportunities through our own platform
Unlimited days of annual vacation PTO
5 days for sick leave
Holidays following the Ontario holiday calendar
Flexible work hours
6 active ERGs including Mental Health, Environmental/Sustainability, Women, Parents, LGBTQIA2S+, and Ethnic Diversity

Fulltime

Sr. Accountants to Controllers

We are seeking an experienced Sr. Accountants and Controllers to support a large...

Location

United States , Fort Myers

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or Finance
5–10+ years of progressive accounting experience, with a strong focus in property management or real estate accounting
Advanced proficiency in Yardi (required)
Experience managing accounting for multi-entity or multi-location property portfolios
Proven track record of performing accounting clean-up and remediation projects
Strong understanding of GAAP, financial reporting, and internal controls
Demonstrated experience driving process improvements and system optimization
Highly organized with the ability to manage multiple priorities and meet tight deadlines
Strong analytical, problem-solving, and communication skills
Comfortable working independently in a fully remote, fast-paced environment

Job Responsibility

Oversee full-cycle accounting for multiple senior living property portfolios, including general ledger, accruals, and financial reporting
Perform detailed accounting clean-up activities, including balance sheet reconciliations, correcting historical discrepancies, and resolving out-of-balance conditions
Manage and execute month-end and year-end close processes, ensuring accuracy and adherence to deadlines
Utilize Yardi to review, maintain, and optimize property-level financial data and reporting structures
Identify gaps in current workflows and implement process improvements to enhance efficiency, accuracy, and internal controls
Analyze financial statements and provide insights into variances, trends, and operational performance across properties
Partner with operations, asset management, and corporate finance teams to ensure alignment on financial reporting and budgeting
Support audit requests by preparing schedules, documentation, and responding to auditor inquiries
Ensure compliance with GAAP and company accounting policies
Assist with standardizing accounting practices across a decentralized portfolio of properties

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Sr. Customer Success Manager - SaaS

ShipperHQ is seeking a talented Sr. Customer Success Manager to join our dynamic...

Location

United States , Austin

Salary:

Not provided

ShipperHQ

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience
5+ years in Customer Success, Account Management, or a similar client-facing role, ideally in B2B SaaS
Experience managing enterprise or strategic accounts with multiple stakeholders
Skilled at building champions, navigating complex organizations, and tailoring strategies to client goals
Proven ability to own and grow recurring revenue through renewals and upsells
Strong business acumen with experience tracking and communicating KPIs
Exceptional communication skills (written, verbal, presentation)
Highly organized, proactive, and detail-oriented
Entrepreneurial mindset and comfort working in a fast-moving, collaborative environment

Job Responsibility

Own a portfolio of strategic accounts and serve as a trusted advisor, helping customers maximize the value of ShipperHQ solutions
Build lasting relationships: Establish trust, credibility, and influence across multiple levels of your customers’ organizations
Drive measurable value: Understand your clients’ goals, define success metrics, and deliver actionable strategies that drive ROI
Champion adoption: Educate customers on product capabilities and best practices, ensuring they realize the full benefit of their investment
Lead renewals and growth: Manage renewals proactively and identify expansion opportunities through consultative, value-based selling
Collaborate cross-functionally: Partner closely with Product, Sales, and Support to represent customer outcomes across teams and help deliver exceptional outcomes
Plan ahead: Stay proactive, looking 6+ months ahead of renewal cycles, to ensure client satisfaction and retention

What we offer

22 days of PTO plus public holidays
401k Match
Medical, Dental, and Vision Insurance

Fulltime

Sr. Manager - Commercial Card Underwriting, Portfolio Management

Sr. Manager - Commercial Card Underwriting, Portfolio Management. Business Cards...

Location

United States , Plano

Salary:

182500.00 - 208300.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor’s Degree or Military Experience
At least 5 years of experience in credit underwriting, portfolio or asset management
At least 2 years of people leadership experience or at least 2 years of peer coaching experience

Job Responsibility

Lead new originations and scheduled review process and calls
evaluate deals to draw relevant conclusions on material strengths, risks, and mitigants
Develop junior team members in financial statement analysis and cash flow analysis
Prepare and review financial models independently
Coordinate with deal team on appropriate structuring options or overrides to financial models
Write and prepare all parts of the credit approval document
may serve as second approver for members of the team
take a leadership role in conversations with internal partners
Oversee closing process requirements
review closing memo

What we offer

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits

Fulltime

New

Sr. Property Accountant

We are looking for an experienced Sr. Property Accountant to support a multifami...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, or a related discipline
At least 5 years of accounting experience focused on multifamily real estate or property accounting environments
Strong hands-on experience with month-end close, general ledger activity, journal entries, and account reconciliations
Required proficiency in Yardi, including property accounting and reporting functions
Familiarity with OneSite is beneficial
Advanced analytical skills with the ability to interpret financial results and identify issues quickly
Proven ability to manage multiple priorities, meet deadlines, and work effectively in a fast-moving setting
Proficiency with Microsoft Excel and internal financial reporting processes

Job Responsibility

Direct the day-to-day accounting activities for a group of multifamily assets, ensuring records are complete, organized, and financially accurate
Handle end-to-end accounting functions, including accounts payable oversight, journal entry preparation, general ledger maintenance, and month-end close execution
Prepare timely financial statements and management reports for multiple properties, highlighting trends and variances as needed
Partner with property management teams to review operating results, answer financial questions, and provide insight that supports business decisions
Perform account, bank, and balance sheet reconciliations while resolving discrepancies in accordance with company policy and industry practices
Support annual audit activities by assembling schedules, reconciling supporting documentation, and responding to auditor requests
Contribute to ad hoc assignments and special projects related to property accounting, reporting improvements, and portfolio analysis

What we offer

medical
vision
dental
life and disability insurance
401(k) or deferred compensation plan (if eligible)
paid time off for vacation, personal needs, and sick time
paid holidays
Choice Time Off (CTO)
free online training

Fulltime

Sr. Accountant

We are looking for an experienced Sr. Accountant to join a collaborative team in...

Location

United States , Bloomfield Hills

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or comparable relevant experience
At least 4 years of accounting experience in a hands-on, accuracy-focused role
Strong knowledge of month-end close activities, general ledger maintenance, and journal entry preparation
Experience performing account, bank, invoice, and credit card reconciliations with a high level of accuracy
Background in billing administration, invoice processing, and fee-based financial tracking
Proficiency with QuickBooks Online and strong Microsoft Excel skills
Ability to work independently, improve processes, and manage multiple priorities effectively

Job Responsibility

Manage client billing activities from fee calculation through collection, posting, and ongoing account tracking
Assist with fee planning and related financial support for a large portfolio of approximately 600 accounts
Complete and review around 50 credit card reconciliations, resolving discrepancies accurately and on schedule
Partner with the payroll provider to verify bi-weekly payroll for about 12 employees, ensuring precise and timely processing
Coordinate effectively with the benefits administrator to support employee-related financial and reporting needs
Prepare schedules and documentation that contribute to the annual balance sheet audit process
Gather and organize financial data needed to maintain compliance with organizational and state reporting obligations
Help strengthen accounting operations by improving workflows, increasing automation, and identifying practical uses for technology and AI
Contribute to bringing more bookkeeping responsibilities in-house and support the evolution of the function toward a more advanced accounting structure

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan
free online training
competitive compensation and benefits

Fulltime

Sr. Accountant

We are inviting applications for the role of a Sr. Accountant at our Illinois lo...

Location

United States , Chicago

Salary:

90000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Account Reconciliation is necessary for the role
Must have experience in Balance Sheet Reconciliation
Knowledge of Bank Reconciliations is a key requirement
Proficiency in General Ledger management is required
Experience with Journal Entries is crucial for this role
Must be adept at using Microsoft Excel
Familiarity with Month End Close procedures is necessary
Experience in using NetSuite is preferred
Proficiency in Oracle is a plus
Knowledge of SAP is required for the job

Job Responsibility

Engage with third-party administrators and external auditors for the preparation and issuance of the funds’ financial statements and other regulatory filings
Liaise with teams across the firm in sales, client service, legal, operations, and corporate finance on all fund-related matters
Oversee client inquiries and manage overall fund operating procedures
Conduct analyses related to product development and new initiatives for review by senior management
Support portfolio management teams with ad hoc portfolio reporting requests or investor-related queries
Collaborate effectively with all members of the fund administration team to ensure consistent reporting and processes
Leverage portfolio accounting systems to manage the monthly performance reporting process
Consistently review the functions’ processes to enhance efficiencies and identify improvement opportunities
Work with third-party tax preparers to create investor tax deliverables and respond to investor-driven questions
Contribute to projects related to all funds in scope, including private hedge funds, US Registered funds, Irish UCITS, Canadian funds, and Luxembourg funds

What we offer

medical
vision
dental
life
disability insurance
401(k) plan

Fulltime

Sr. Accountant

We are inviting applications for the role of a Sr. Accountant at our Illinois lo...

Location

United States , Chicago

Salary:

90000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Account Reconciliation is necessary for the role
Must have experience in Balance Sheet Reconciliation
Knowledge of Bank Reconciliations is a key requirement
Proficiency in General Ledger management is required
Experience with Journal Entries is crucial for this role
Must be adept at using Microsoft Excel
Familiarity with Month End Close procedures is necessary
Experience in using NetSuite is preferred
Proficiency in Oracle is a plus
Knowledge of SAP is required for the job

Job Responsibility

Engage with third-party administrators and external auditors for the preparation and issuance of the funds’ financial statements and other regulatory filings
Liaise with teams across the firm in sales, client service, legal, operations, and corporate finance on all fund-related matters
Oversee client inquiries and manage overall fund operating procedures
Conduct analyses related to product development and new initiatives for review by senior management
Support portfolio management teams with ad hoc portfolio reporting requests or investor-related queries
Collaborate effectively with all members of the fund administration team to ensure consistent reporting and processes
Leverage portfolio accounting systems to manage the monthly performance reporting process
Consistently review the functions’ processes to enhance efficiencies and identify improvement opportunities
Work with third-party tax preparers to create investor tax deliverables and respond to investor-driven questions
Contribute to projects related to all funds in scope, including private hedge funds, US Registered funds, Irish UCITS, Canadian funds, and Luxembourg funds

What we offer

medical
vision
dental
life
disability insurance
401(k) plan

Fulltime

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Sr. Portfolio Accountant

Job Description

Job Responsibility

Requirements

What we offer

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