Associate

NewPoint Real Estate Capital; Plano (TX); Hybrid; USD 70,000 - 100,000; Full time

Job summary

NewPoint Real Estate Capital in Plano, TX is seeking an Associate to join our finance team. The role emphasizes accounting and financial reporting for a publicly traded mortgage REIT, requiring a detail-oriented candidate with a background in accounting and finance.

The successful candidate will assist with month-end close, prepare financial statements and management summaries, and support quarterly SEC filings, while collaborating with internal teams and auditors to ensure SOX compliance.

Qualifications

• Accounting/Finance major – Bachelor's or higher.
• 2-4 years in Audit and/or Accounting (Big4 experience a major plus) at financial services firms.
• Strong analytical, problem-solving and organizational skills.
• Excellent organizational, verbal and written communication skills.
• Ability to multitask and meet deadlines.
• Solid work ethic; professional and proactive approach to work.
• Must be a team player and maintain a positive attitude.
• Preferred: Accounting for real estate and mortgage/debt instruments is a major plus.

Responsibilities

• Assist with month-end and quarter-end close process, incl. journal entry posting and reconciliations.
• Assist in preparation and analyses of the Company’s financial statements (balance sheets, income statements, cash flow statements) and management summaries.
• Assist in preparation of quarterly SEC filings (Form 10-Q, 10-K, 8-K) and earnings releases.
• Develop and maintain relationships with internal teams (deal, asset management, securitization, tax, IR, legal, capital markets).
• Interface with internal and external auditors.
• Develop and maintain SOX-compliant workpapers.
• Own and take responsibility for all assigned areas.

Skills

Analytical skills

Problem-solving

Organizational skills

Verbal communication

Written communication

Education

Accounting/Finance major – Bachelor or higher

Job description

The Associate will work on a publicly traded mortgage REIT. The position is a part of a strong team, and offers an exciting opportunity for a detail-oriented individual with a background in accounting and finance. The role will be responsible for various finance and accounting tasks crucial to the success of the team.

Duties and responsibilities

• Assist with month-end and quarter-end close process, i.e., journal entry posting and account reconciliations on Investment Portfolio, bank/cash reconciliations, and intercompany accounts
• Assist in preparation and analyses of the Company’s financial statements, including balance sheets, income statements and cash flow statements, and other management summaries and analysis
• Assist in preparation of quarterly SEC filings, i.e., Form 10-Qs, Form 10-Ks, Form 8-Ks and earnings releases
• Develop and maintain relationships with internal deal, asset management, securitization, tax, investor relations, legal and capital markets teams
• Interface with internal and external auditors
• Develop and maintain workpapers that are SOX compliant
• Own and take responsibility for all assigned areas

Qualifications

Required Qualifications and Experiences:

• Accounting/Finance Major – Bachelors or higher
• 2-4 years in Audit and/or Accounting (Big4 experience is a major plus) at financial services firms
• Strong analytical, problem-solving and organizational skills
• Excellent organizational, verbal and written communication skills
• Ability to multitask and work efficiently under pressure
• Ability to effectively meet deadlines
• Solid work ethic; professional and proactive approach to work
• Must be a team player and obtain a positive attitude

Preferred Qualifications and Experiences:

• Accounting for real estate and mortgage/debt instruments is a major plus