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Finance Associate

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Posted: 18/08/2026
Location: Plano, Texas, United States
Salary: $90000 - $110000
Job type: Permanent

JCW is recruiting on behalf of a rapidly growing alternative asset manager on a search for a dynamic accounting professional to join their real estate finance team. This role sits within a publicly traded platform and offers strong exposure to SEC reporting, investment portfolio accounting, and cross-functional work with deal, asset management, securitization, tax, and capital markets teams. This is a hybrid role based in Dallas, TX.

 

What You’ll Do

  • Support month-end and quarter-end close, including journal entries and account reconciliations across the investment portfolio, bank/cash, and intercompany accounts
  • Assist in preparing and analyzing financial statements — balance sheets, income statements, cash flow statements, and management summaries
  • Support preparation of quarterly SEC filings, including Form 10-Qs, 10-Ks, 8-Ks, and earnings releases
  • Build relationships across internal deal, asset management, securitization, tax, investor relations, legal, and capital markets teams
  • Interface with internal and external auditors

 

What We’re Looking For

  • Bachelor’s degree or higher in Accounting or Finance
  • 3+ years of audit and/or accounting experience at financial services firms (Big 4 experience a major plus)
  • Strong Excel skills
  • Strong analytical, problem-solving, and organizational abilities
  • Excellent verbal and written communication
  • Real estate/mortgage and debt instrument accounting experience a plus
  • Workiva and Yardi experience a plus
  • CPA license

 

Haley Rizzo specializes in partnering with audit and finance professionals at leading organizations nationwide. For more information, please contact Haley at [email protected].

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