Wealth Management Specialist, Sr. jobs in Racine, WI

SUMMARY: Provide accounting support to the ownership & departmental personnel by ensuring data integrity of financial information, providing timely & accurate reporting to management, safeguarding company assets, and maintaining internal controls. Performs analysis and prepares reporting from accounting records.

DUTIES AND RESPONSIBILITIES:

• Works directly with Project Managers and Subcontractors on completion and approval of monthly AIA Documents as part of Draw Process.
• Prepares progression draw paperwork to lending institution for processing of payment and collects lien waivers from subcontractors for funding.
• Processes subcontractor pay applications for monthly Draw Process
• Performs job costing analysis relative to project budget and incurred charges verifying needs for change orders and contingencies.  
• Coordinate with Compliance Manager to ensure compliance with WHEDA Participation plan and Workforce Development requirements.
• Coordinates subcontractor and supplier lien waivers and obtains customer /owner sworn statements.
• Conduct monthly financial statement review of comparison to budget data with management.
• Works with Compliance Manager to ensure compliance for Housing Authority Participation Plan requirements 
• Works directly with Subcontractors on completion and submission to agencies of Section 3, Labor Relation Agreements (LRA) and Certified Payrolls as part of Draw Process
• Calculate and prepare cross entity charges and settlements.
• Examine and analyze existing policies and procedures, researching alternative opportunities, developing more effective and efficient processes.
• Understand and provide guidance of core accounting principles and business practices.
• Performs other related duties as assigned by management.

QUALIFICATIONS:

• Bachelors degree in accounting or equivalent
• Five to seven years related experience
• Familiarity with construction standards and terminology
• Excellent written and oral communication skills
• Strong organizational, problem-solving, and analytical skills
• Ability to manage priorities and workflow
• Acute attention to detail
• Ability to work independently and as a member of various teams and committees
• Proficient in Construction Accounting software
• Strong interpersonal skills.
• Creative, flexible, and innovative team player