Senior Accountant – Real Estate Investment Platform (Hybrid)
Dallas, TX (North Dallas area) | Hybrid Schedule
A leading global financial services platform is seeking a high-performing Big 4 Audit Senior ready to transition into a dynamic role within real estate finance and mortgage investments. This is a unique opportunity to move beyond audit into a strategic, analytical, and deal-oriented environment with strong visibility to senior leadership.
This role offers excellent work-life balance, 25 days of vacation, and a hybrid work schedule - all within a collaborative, growth-focused culture.
Please email your profile to Chris.Willhite@RobertHalf.com.
Why This Opportunity Stands Out
- Exposure to institutional-grade real estate investments and structured finance
- Highly visible role with interaction across Capital Markets, Fund Operations, and Deal Teams
- Emphasis on process improvement, automation, and data-driven decision making
- Strong mentorship, career progression, and CPA-friendly environment
- Competitive compensation + excellent benefits package
Key Responsibilities
- Prepare and manage monthly close workbooks, controls, and process documentation
- Assist with quarterly and annual SEC reporting and filings
- Oversee third-party providers handling portfolio accounting, valuations, and reporting
- Ensure accurate recording of investment activity, derivatives, and financing transactions
- Perform variance analysis across front-, middle-, and back-office systems
- Partner cross-functionally with Fund Operations, Capital Markets, and Investment Teams
- Support SOX compliance, internal controls, and audit readiness
- Review expense reporting and provide financial analysis and insights
- Assist with internal/external audits and wire transfer coordination
- Contribute to process optimization, system enhancements, and scalability initiatives
- Mentor and review work of support staff and offshore teams
- Deliver ad hoc reporting and executive-level analysis to support decision-making
Qualifications
- Bachelor’s degree in Accounting or Finance
- 2+ years of Big 4 audit experience (financial services or real estate preferred)
- Active CPA or CPA candidate strongly preferred
- Strong understanding of GAAP, financial reporting, and internal controls
Core Competencies
- Advanced Excel and strong financial modeling / analytical skills
- Excellent communication and stakeholder management abilities
- Detail-oriented with a process improvement mindset
- Ability to thrive in a fast-paced, high-growth environment
- Team player with strong cross-functional collaboration skills
Please email your profile to Chris.Willhite@RobertHalf.com.
