Job Description

Controller (CPA)

Petaluma, CA 94954

POSITION OVERVIEW:

• We are seeking an experienced and highly skilled individual to join our dynamic company. This role requires expertise in financial management, reporting, liquidity and cash management, leverage and debt management. This position will work closely with the company's leadership team, owners, and other departments to ensure the financial success and health of the company

PRIMARY RESPONSIBILITIES:

Financial Position and Performance of the Company

• Financial reporting - generate P&L, cash flow and other financial reports from Yardi for individual properties and the portfolio;
• Accounting Review and GAAP compliance - ensure all internal and external financial reporting are in conformity with GAAP or in-house standards;
• Fair presentation of the value of the investment portfolio - provide semi-annual valuation of the asset portfolio using discounted cash flow models such as Argus;
• Assist in-house counsel on legal matters related to the financial operations of the company or individual property; and

Liquidity and Cash Management

• Maximize the return on liquidity
• Monitor and manage the adequacy of liquidity using loan, line-of-credit and short-term investment as tools

Leverage and Outstanding Debt

• Minimize the overall borrowing cost of the company;
• Maintain all borrowing relationships with lenders and brokers;
• Initiate and manage all loan applications thru closing;
• Responsible for Loan Compliance Reporting and Loan document review.

Acquisitions - Dispositions

• Participate in the due diligence, underwriting and closing of new acquisitions;
• Evaluate and support the decisions on all dispositions and sales of individual assets;
• Advise on the optimal balance of the asset portfolio in terms of class, type, location and return

Travel

• This position is required to travel between the company’s Eastbay and Northbay offices when needed

QUALIFICATIONS & REQUIREMENTS:

Experience:

• Minimum of 5 years of experience in a CPA role within the commercial real estate industry with proven experience working with lenders, including loan restructuring and loan generation, as well as ability to work with multiple entities in commercial real estate

Education:

• Bachelor's degree in Finance, Accounting, or a related field is required

Certifications:

• CPA certification required

Skills:

• Proficient in Yardi for financial reporting and management
• Advanced knowledge of Argus for acquisitions, refinancing, and portfolio valuation
• Strong Excel skills for financial modeling and analysis
• Expertise in Microsoft Office Suite
• Proven ability to work with lenders on loan restructuring, generation, and management of debt relationships
• Understanding and knowledge of real estate investment analysis and underwriting processes

PHYSICAL REQUIREMENTS:

• Must be able to drive and operate a vehicle
• Must be able to read printed materials and documents/email on a computer screen
• Must be able to communicate in person and over the telephone

WORK ENVIRONMENT & BENEFITS:

• We offer a competitive salary and benefits package, including health insurance, retirement plans, and paid time off

STG Group is an equal opportunity employer. We are committed to fostering an inclusive and diverse workplace where all employees are treated with respect and dignity. We provide equal employment opportunities to all qualified individuals without regard to race, color, ancestry, national origin, sex, gender identity, gender expression, sexual orientation, age, disability, religion, marital status, military or veteran status, or any other characteristic protected by applicable law.

req25-00738

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