What are the responsibilities and job description for the Accountant position at Castellan Real Estate Partners?
Job Title: Accountant
Location: Oakland, CA (On-site)
Castellan Real Estate Partners Oakland, California, United States (On-site)
Position Overview:
We are seeking a detail-oriented and reliable Accountant to join our Oakland office. This role will support day-to-day accounting operations, payroll processing, vendor payments, and accounts receivable functions, working closely with internal teams and field staff to ensure timely and accurate financial processes.
Key Responsibilities:
Financial Leadership & Reporting
- Own the monthly close process and prepare timely financial statements (P&L, balance sheet, cash flow).
- Provide accurate reporting on revenue, gross margin, overhead, and profitability by job and business line.
- Develop dashboards and KPIs to support decision-making across the company.
- Support annual budgeting, forecasting, and variance analysis.
Job Costing & Project Accounting
- Maintain and improve job costing processes to ensure accurate tracking of labor, materials, subcontractors, and change orders.
- Partner with project managers to review job performance, margin trends, and billing status.
- Monitor work-in-progress (WIP) reporting and ensure proper revenue recognition (percentage-of-completion, as applicable).
- Ensure correct setup and tracking of jobs, cost codes, and budgets.
Billing, AR/AP, and Cash Flow
- Oversee customer billing, including progress billings, time & material invoicing, and retention.
- Manage accounts receivable and collections to maintain strong cash flow.
- Oversee accounts payable, vendor payments, and subcontractor compliance.
- Lead cash flow forecasting and working capital management.
Payroll & Labor Reporting
- Oversee payroll processes, including prevailing wage, certified payroll (if applicable), and union reporting.
- Ensure accurate allocation of labor costs to jobs and cost codes.
- Work with operations to monitor labor efficiency and productivity metrics.
Controls, Compliance, and Risk Management
- Maintain internal controls and accounting policies to safeguard company assets.
- Ensure compliance with local, state, and federal requirements (sales tax, payroll tax, 1099s, etc.).
- Coordinate with outside CPA firm on annual tax filings and year-end reporting.
- Support insurance audits (workers comp, general liability) and licensing compliance.
Systems and Process Improvement
- Manage and optimize accounting systems and job-costing tools (e.g., QuickBooks, Sage, Foundation, Procore, Service Titan, or similar).
- Improve processes for purchasing, inventory/material tracking, and expense approvals.
- Build scalable workflows that support growth and operational efficiency.
Team Management
- Supervise and mentor accounting staff (AP/AR, payroll, admin support as applicable).
- Establish clear procedures, accountability, and deadlines across finance functions.
Qualifications Required:
- 7 years of progressive accounting experience, including 2 years in a Controller or senior accounting role.
- Strong experience in construction accounting and job costing (electrical contractor experience is a plus).
- Deep knowledge of financial reporting, GAAP fundamentals, and cash flow management.
- Proficiency with accounting software and job-costing tools.
- Strong Excel skills and comfort building financial models and reporting templates.
- Ability to work independently and take ownership of outcomes.
Preferred
- CPA or CMA designation.
- Experience with WIP schedules and percentage-of-completion accounting.
- Familiarity with prevailing wage, union payroll, and certified payroll reporting.
- Experience supporting multi-entity structures or multiple business lines.
Key Traits for Success
- Highly organized, accurate, and detail-oriented.
- Practical and solutions-focused — able to improve processes without overcomplicating them.
- Strong communication skills, able to work effectively with field leadership and project managers.
- Comfortable in a hands-on, family-owned business environment.
- Strong integrity and commitment to confidentiality.
Compensation & Benefits
- Competitive salary, commensurate with experience.
- Benefits package (health insurance, PTO, holidays, retirement plan if applicable).
- Opportunity to play a key leadership role in a well-established, multi-generation company.
Industry
- Real Estate
- Construction
- Civil Engineering
Employment Type
- Full-time