What are the responsibilities and job description for the Assistant Controller position at WorkPath Partners?
We are seeking an experienced Assistant Controller to join our team in Raleigh, NC. This role is ideal for a detail-oriented accounting professional with a strong background in commercial real estate and a passion for financial accuracy, compliance, and leadership.
Position Overview
The Assistant Controller will oversee compliance functions across multiple entities and properties, ensuring adherence to debt covenants, regulatory requirements, and financial reporting standards. This role also supports year-end close and delivers accurate, timely financial information to executive leadership, lenders, investors, and regulatory authorities.
Key Responsibilities
Monthly:
- Oversee loan compliance reporting and reserve processes
- Ensure adherence to fee arrangements between entities and management
- Maintain internal controls, policies, and debt obligations
- Perform treasury functions and manage lender draw processes
- Support and manage systems including Yardi and Microsoft Office tools
Annually:
- Assist with budgeting for properties and management company operations
- Support investor reporting and portal management
- Review work papers for accuracy and completeness
- Partner with external accountants on tax preparation and filings
- Assist in property tax appeal processes
As Needed:
- Prepare property-level financial data for financing and investment sales
- Generate ad-hoc reports for executive leadership
Qualifications
- Bachelor’s degree in Accounting required (CPA or MBA preferred)
- 8 years of accounting experience
- Strong preference for experience in commercial real estate
- Public accounting experience is a plus
- Knowledge of partnership taxation highly desirable
Skills & Expertise
- Advanced proficiency in Microsoft Excel and Office Suite
- Experience with Yardi software
- Strong analytical, organizational, and problem-solving skills
- Excellent communication skills with the ability to simplify complex financial data
- Proven leadership ability and strong work ethic
Leadership
- Supervise and mentor one administrative team member
Compensation: Up to $120,000
Location: Raleigh, NC (Onsite)
Salary : $120,000