Office Manager & Bookkeeper

THE KAALI-NAGY COMPANY; Greenwich (CT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salaries

Attractive bonus incentive opportunity

Job summary

A premier real estate family office based in Greenwich, Connecticut is seeking a highly motivated real estate family office manager and bookkeeper. The role involves managing development projects, overseeing financial statements, and contributing to marketing efforts. The ideal candidate is self-motivated with a strong background in real estate and finance, excellent organizational skills, and proficiency in various software tools. Competitive salary and bonus opportunities available.

Qualifications

• 5 years of accounting, real estate investment, finance, or RE brokerage experience.
• Proficient in financial modeling.
• Knowledge and sincere interest in real estate entrepreneurship.

Responsibilities

• Manage the office and assist principals in all facets of business.
• Manage pre-development timelines and construction.
• Work with RE professionals to ensure project completion.

Skills

Self-Motivated

Energetic

Curious

Excellent organizational skills

Analytical skills

Writing skills

Communication skills

Creative thinker

Education

Bachelor’s degree or higher

Tools

QuickBooks

Microsoft Excel

BuilderTrend

AUTOCAD

Photoshop

REVIT

Job description

Overview

The Kaali-Nagy Company is a successful and entrepreneurial real estate family office. For over 40 years, the firm has carefully and methodically grown from humble beginnings. The Company has designed, developed, and sold over $1 Billion of successful real estate projects. Our focus is to create value through land acquisition, design and ground up development of exceptional single family speculative homes and communities in the Greenwich and Palm Beach markets. The firm also sources, invests, and develops ground up boutique branded multifamily rental developments in select Northeastern and Florida Markets. Based in Greenwich, Connecticut, the principals are cross-functional and nimble - and do not rely on institutional capital or capital partners. The Kaali-Nagy Company is seeking exceptional talent to help continue our growth story - and expand our vision. The Company is currently active in pre-development and development on over $150 Million of ground up development projects.

Job Description

The Company is seeking a highly motivated and entrepreneurial candidate to perform the duties of a real estate family office manager and bookkeeper. The person must be adaptable and creative with a hands-on approach. The candidate must be a driven, engaged, and a proven multi-tasker that will report directly to the principals of the company. This person will be an integral part of managing, sourcing, analyzing, and working closely on new development projects and opportunities. The position will have direct exposure to all facets of the real estate development process and will have the opportunity for advancement based on performance. The candidate will work on several activities throughout multiple development projects – and in different stages of the property lifecycle. No travel required. The candidate will work in the Greenwich office.

Responsibilities & Primary Objectives

• Manage the office and assist principals in all facets of business
• Manage pre-development timelines/budgets, construction timelines, project schedules, weekly meeting minutes, projects meetings
• Work directly with a varied group of RE professionals to help bring a project from start to completion
• Manage weekly project financials, development budgets, budget vs actuals, contractor, and job payments via QuickBooks and Builder Trend.
• Prepare all aspects of the monthly financial statements for all projects, including journal entries, general ledger analysis and review, distribution of reports in a timely manner
• Monitor and maintain operating project balances, bank requests, contractor payments and collect and process waivers of liens
• Compliance with all construction lenders – and other reporting requirements
• Coordinate with outside tax preparers on projections, closings, and year-end tax filings and distributions of partner K-1 Forms
• Website and branding campaign
• Weekly Instagram Feeds; Help to Build a Social Media Presence and Following
• Must have an eye for graphics and passion for architecture and design
• Enthusiasm, style and creativity; Fluent in social media platforms
• Underwriting and financial analysis of new development opportunities
• Work as an important member of development team that includes staff for several other disciplines – subcontractors and contractors, architectural and design, legal, accounting, banking and finance, construction, brokers, sellers, among others.
• Source new development opportunities - and generate new opportunities through networking with social media, brokers, direct-to-owners, etc.
• Manage the project due diligence and entitlement process
• Prepare and manage project budget, municipal entitlement process, permits & fees, pre-development schedules
• Manage tasks required to move a project from pre-development into construction phase
• Manage sub-contractor and contractor relations and payments
• Continual updating and sourcing sub-contractors and contractors in respective markets
• Manage bid process during pre-development phase, and bid/cost analysis in project budget

Qualifications, Skills & Attributes

• A strong desire to work in an entrepreneurial real estate environment
• Self-Motivated, energetic, curious
• 5 years of accounting, real estate investment, finance, and/or RE brokerage experience
• Bachelor’s degree, or higher from a competitive College or University
• Study in architecture, engineering, construction, planning or RE design, or degree a plus
• Proficient with QuickBooks, Microsoft Excel, BuilderTrend, Office Suite of products with demonstrated skills in financial modeling
• Proficient with AUTOCAD, Miro, Photoshop and/or REVIT a plus
• Knowledge and sincere interest in RE entrepreneurship, RE modeling and RE finance
• Excellent organizational, analytical, writing and communication skills with the ability to multi-task
• Strong work ethic, enthusiastic, proactive, and well organized
• Creative thinker comfortable working in a collaborative, small team environment

Additional Information

The Kaali-Nagy Company offers competitive salaries and an attractive bonus incentive opportunity. If you are interested in becoming part of a successful, growing, entrepreneurial, team-oriented, and dynamic organization where your contributions will be recognized and rewarded.