Lead Accountant, Development & Construction

Accounting New Albany, Ohio


Wallick Mission: Opening doors to homes, opportunity, and hope.   
Wallick Values: Our Values flow directly from our Mission and set the expectation for how all associates work together.  These values are: 
  • Care
  • Character
  • Collaboration
Position Summary: Analyze financial status of projects under development by monitoring data and recommending actions. This position is also responsible for the direct supervision and leadership of the development financial analyst. 
Qualifications Required:  
  • Requires a bachelor’s degree or a combination of equivalent education and experience.
  • Should possess knowledge on construction and affordable / senior living development processes and accounting.
  • Should possess knowledge of partnership / LLC structures, equity ownership, fund accounting / modeling.
  • Understanding of various types of debt structure, modeling and documents.
  • Intermediate knowledge of accounting and IRS Section 42.
  • Should possess basic knowledge of applicable laws and regulations governing public housing. 
  • Should possess proficiency in operating a computer. 
  • Should be familiar with some type of automated accounting software, in addition to Microsoft Office software. 
  • Must be proficient in Excel with an Intermediate knowledge of advanced concepts.
  • Must possess the ability to read and analyze financial reports and other accounting data.
  • Must be able to respond to inquiries from assigned properties and co-workers.
  • Must possess the ability to effectively present information to multiple departments.
  • Must possess the ability to apply advanced mathematical concepts and operations to tasks.
Licenses/Certifications/Registrations:  N/A 
Essential Functions and Responsibilities:  
  • Responsible for the accounting for each project that is under development / construction.
  • Review financial performance for projects under development with analysis and insight. Recommend actions based upon analysis. Areas of focus include analyze/monitor: basis, deferred fees, adjusters, etc.
  • Responsible for the completion of cost certifications, 10% carryover allocations, 8609s, construction draws.
  • Ensure the timely receipt of funds for all monthly draw packages.
  • Review financial modeling for development projects.
  • Assist in preparation and review of property audits and tax returns. Primary focus on fixed assets (audit) and credit delivery (tax return).
  • Assist with forecasting Development and Construction revenue.
  • Determine process improvements and implement change.
  • Manage and develop of the Construction and Development Accountant
  • Perform other related duties as assigned.
Wallick Leadership Competencies: 
  • Leading the Organization -
    • Managing change
    • Solving problems and making decisions
    • Managing politics and influencing others
    • Taking risks and innovating
    • Setting vision and strategy
    • Managing the work
    • Enhancing business skills and knowledge
    • Understanding and navigating the organization
  • Leading Self -
    • Demonstrating ethics and integrity
    • Displaying drive and purpose
    • Exhibiting leadership stature
    • Increasing your capacity to learn
    • Managing yourself
    • Increasing self-awareness
    • Developing adaptability
  • Leading Others -
    • Communicating effectively
    • Developing others
    • Valuing diversity and difference
    • Building and maintaining relationships
    • Managing effective teams and work groups
Job Competencies:  
  • Time Management - Able to organize and manage multiple priorities; uses his/her time effectively and efficiently; and concentrates his/her efforts on the more important priorities
  • Communication – Able to communicate effectively (concise, clear, with judgment of key issues) to senior leadership individually and to present to a group
  • Organization - Can get together resources in order to accomplish tasks; and able to put information together in a useful manner
  • Managing and Measuring Work - Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures; and monitors process, progress and results
  • Coaching – Develop team, coach for excellence
  • Financial Understanding and Management - General understanding of cost control, NOI and budgets
  • Adaptability and Flexibility - Must be open to various work assignments and locations.
  • Problem Analysis and Response - Identifies areas of improvement; and qualifies and prioritizes response
  • Detail Orientation - Ability to pay close attention to detail to prevent mistakes
Physical demands: Position requires general office work (sitting, standing); manual dexterity needed for computer work with keyboard and mouse; requires walking, talking, seeing, hearing. 
Work environment:  Position requires the majority of the work to be performed indoors, some outdoors while at various communities.  Inside working conditions are in an office setting on site or home office.