Financial Consultant (up to $75/hr)

ProPivotal
Newport Beach, CA
$75 an hour
Full-time

Financial Consultant (up to $75 / hr)

We areseeking a highly skilled Financial Consultant to join our team and support ourAlternative Finance operations. This remote role offers competitivecompensation of up to $75 per hour and the opportunity to work with a leadingprivate mortgage Real Estate Investment Trust (REIT) with assets exceeding $5billion.

The successful candidate will assist in building and refiningfinancial processes and controls, working closely with the REIT Finance Teamand external service providers.

Responsibilities :

  • Collaborate with the REIT Finance Team and review third-party serviceprovider’s investment accounting processes and outputs
  • Oversee third-party service provider’s preparation of accounting andfinancial statements, including bank reconciliations and intercompany accounts
  • Manage accounting and reporting for whole loan pools, includingpurchases, sales, and securitizations, and review Trust Account reconciliations
  • Assist with managing the REIT’s legal entity and account structure,including the formation and assignment of new accounts and legal entities
  • Support the monthly and quarterly close processes, including reviewingjournal entries, bank reconciliations, and preparing consolidated financialstatements

Qualifications :

  • Degree in Accounting / Finance is required
  • 0 - 4 years of accounting experience in the financial services sector,preferably with Big 4 experience
  • Demonstrated initiative and strong drive
  • Hands-on experience with general ledger systems is beneficial
  • Proficient in Excel, including functions such as SUMIF, IF, VLOOKUP,Pivot tables, and XIRR, with working knowledge of Microsoft Outlook and Word
  • Strong attention to detail, effective communication, andorganizational skills
  • Ability to identify opportunities for process improvements and makerecommendations across the business
  • 7 days ago
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