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Accountant

Bellwether
United Statesfull_timeVerifiedPosted 23 Jul 2025

About the role

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. 
Overview
The Analyst, Accounting will collaborate with both our accounting and real estate asset management teams. This unique role will primarily support the accounting team while also sharing responsibilities with the equity asset management team to assist in executing business plans across various asset types.

Key Responsibilities

  • Manage the month-end close process;
  • Develop standardized processes to report consolidated fund-level accounting and performance data to internal users against tight deadlines;
  • Complete thorough reviews, find variances, and provide explanations for any variances within property financial statements;
  • Perform reviews for consistency and accuracy in connection with the accounting reporting process;
  • Identify areas for process improvement, enhanced controls, standard templates, and best practices – reporting is to Oaktree and primarily encompasses cash management;
  • Assist in the proactive monitoring and management of equity investments in an income-focused portfolio across a variety of property types;
  • Review and analyze investment business plans, leasing activity, third-party appraisals, and monthly property operating performance;
  • Assist with the quarterly production of client-focused investment reports, inclusive of performance summaries, action items and KPIs; and
  • Assist with regular and ad hoc KPI tracking required for client internal-use and fundraising efforts

Professional Experience

  •  A minimum of 3 years’ relevant experience

Education/Certification

  • Bachelor’s degree required, preferably in accounting or business-related field
  • Certification preferred

Essential Skills & Competencies

  • Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:
  • Job Knowledge & Technical Ability: Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets. Ability to build out a complex financial model from scratch including waterfalls and various debt structures. Ability to read and analyze investment, lease, and management agreements.
  • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
  • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
  • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.  

Travel Requirements

  •  Local travel to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list.

Position Details

  • Classification:  Exempt
  • Position Status:  Regular / Full Time
  • Reports To:  Vice President, Accounting
  • Direct Reports:  No

Physical and Mental Demands

  • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
  • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
  • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
  • Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
  • Requires active listening,

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Company

Bellwether

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