Senior Project and Portfolio Accountant
Company: Bisnow
Location: Milwaukee
Posted on: February 15, 2026
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Job Description:
Job Description Job Description Our SelectLeaders' client is a
full service real estate solutions firm dedicated to leading the
process of achieving customer, investor, employee and community
goals by creatively providing professional, results-oriented real
estate solutions. Their core services include: development, project
management, advisory services and acquisitions. They are looking to
add a Senior Project & Portfolio Accountant to their team. The
Senior Accountant position requires frequent and proactive
interaction and effective communication with various internal
clients, including accounting and finance personnel, property
management team, asset management, construction and development
project personnel. Additionally, the role may include interaction
with external clients such as banking representatives, public
accounting firm representatives, vendors, building owners, and
other stakeholders associated with accounting duties for the
organization. This position reports to the Vice President of
Company Finance & Treasurer. Financial Reporting & Other Duties:
Property and Project Accounting – Understand property accounting
processes and streamline operations to improve staff efficiency,
supporting accounting functions and financial statement preparation
for assigned properties in the portfolio. Develop proficiency in
the construction draw process, including the use of MRI property
accounting software to prepare and support construction draw
submissions. Prepare periodic and annual fixed asset update and
cost segregation study workpapers that are provided to public
accounting firm. Participate in knowledge sharing and documentation
of standard procedures utilizing MRI software. Corporate Accounting
– Perform monthly billing functions, including reimbursable
billing, fee and commission billing. Maintain and prepare income
tracking on various development projects. Preparation of monthly
company financial statement package. Utilize knowledge of current
and future projects to assist, as requested, in the routine update
of company income projection and cash flow assumptions. Assist in
quarterly tax planning process for the company, as requested,
utilizing financial data from owned portfolio. Assist with Company
budgeting process. Investment Management – Financial reporting for
ownership and entities utilizing MRI. Maintain and track income and
losses from investments that utilize the equity method of
accounting. Assist with processing/file upload and verification of
monthly, quarterly and/or other periodic distributions to
investors. Assist with analyzing investment level cash flow
projections and any other ad hoc financing requests as appropriate.
Other – Assist with treasury management functions for various
property and company banking relationships. Participate in
departmental and other project or company meetings. Proactively
seek and participate in additional projects and responsibilities as
appropriate. YEAR END PROCESSES & REPORTING: Prepare and/or
internally review year-end property financial statement packages
for tax return preparation. Assist in reviewing draft tax returns
from accounting firms before finalization. Prepare and internally
review year-end property CAM reconciliations, as applicable.
Participate in verification and review of annual property budgets.
Engage in all year-end accounting activities as required.
Qualifications: BS/BA degree in Accounting or Finance / CPA
preferred Minimum of 5 years of work experience in accounting or
finance. A background in real estate is highly desired. Proficiency
with software systems, including Microsoft Office, Yardi, MRI,
Angus and QuickBooks. The ability to learn new software systems
quickly and proactively is essential. Experience with MRI and Yardi
is strongly preferred but not required. Strong attention to detail
and ability to meet deadlines. Exceptional communication skills.
Critical thinking skills Knowledge of GAAP / Financial Reporting
Framework for SME’s as it relates to the real estate industry.
Ability and desire to conduct research on various matters when
necessary. Position is on-site five days a week. We may use
artificial intelligence (AI) tools to support parts of the hiring
process, such as reviewing applications, analyzing resumes, or
assessing responses. These tools assist our recruitment team but do
not replace human judgment. Final hiring decisions are ultimately
made by humans. If you would like more information about how your
data is processed, please contact us.
Keywords: Bisnow, Oak Park , Senior Project and Portfolio Accountant, Accounting, Auditing , Milwaukee, Illinois