Under general supervision, prepares lease abstracts and edits them for accuracy, edits narratives to support computer generated reports, provides narratives on monthly variance reports, and provides lease analysis and interpretation of lease information to clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Assists team with preparation and distribution of periodic and ad hoc reports in a timely, accurate manner. Runs standard reports for management review and runs ad hoc reports with assistance. Assists with the design of reports utilizing a variety of software tools.
Assists team in resolving critical issues for clients by researching and gathering information about payment transactions, lease terms and other relevant items as requested.
May conduct financial analysis/accounting as appropriate, including AR/AP, rent rolls, and budgets in accordance with required accounting principles (GAAP, Tax, Cash, etc.).
Prepares invoices for subtenants, reconciles subtenant accounts, reviews incoming invoices for errors/accuracy with lease document and ensures correct coding.
Creates and maintains client electronic lease files ensuring they contain current, accurate information.
Performs other duties as assigned.
No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or portfolio specific training to co-workers.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
High school degree or general education degree required plus a minimum of one year related work experience, preferably including property management or accounting. Bachelor's degree from a four-year college or university with Business, Finance or Real Estate preferred.
CERTIFICATES and/or LICENSES
Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.
Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.
Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.
OTHER SKILLS and ABILITIES
Beginner or Intermediate knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Ability to work well under pressure. Advanced organizational skills.
SCOPE OF RESPONSIBILITY
Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor and clients.