- Manage financial reporting and trust accounting for a commercial property portfolio.
- Provide analysis and insights on portfolio performance and financial metrics.
- Collaborate with clients and stakeholders to enhance reporting processes.
- Key client exposure across commercial property portfolios
- Reporting, trust accounting, budgets and audit scope
- WFH and flexible working hours considered
Our client is a respected WA-owned commercial property agency with a strong Perth market presence across sales, leasing, asset management, valuations, advisory and property management.
Why this role stands out
This suits a senior property or trust accountant who wants more client visibility and commercial context.
- Client-facing portfolio ownership, not transactional accounting
- Direct access to property managers, clients and senior finance leaders
- Scope across reporting, budgets, reforecasts, reconciliations and audits
- Opportunity to improve reporting through Excel, Power BI and system enhancements
- WFH 1 day per week + flexible working hours to accommodate work life balance
The Opportunity
Reporting to the Financial Controller, you will manage financial reporting and trust accounting coordination across an assigned client portfolio.
You will prepare reports, support budgets and reforecasts, review month-end reconciliations, coordinate trust account audits and resolve portfolio accounting queries. Roles & Responsibilities:
- Prepare and deliver financial reporting across a commercial property portfolio.
- Provide analysis and commentary on portfolio performance and key financial metrics.
- Assist with budgeting, forecasting and client reporting requirements.
- Oversee trust accounting processes, reconciliations and annual audits.
- Partner with clients, property managers and stakeholders to provide financial support and insights.
- Respond to accounting queries and contribute to client meetings where required.
- Review outsourced accounting functions and ensure reporting accuracy.
- Identify opportunities to improve reporting, processes and systems.
- Utilise Cirrus8 and Excel to deliver accurate and meaningful financial information.
About You
You will bring commercial property, trust accounting or client accounting experience, with confidence working across external clients and internal property teams.
- Strong property or trust accounting experience
- Advanced Excel and Cirrus8, C8 or similar system exposure
- Ability to prepare reports, budgets and reconciliations
- Clear communication with clients and senior stakeholders
- A proactive approach to process and reporting improvement
If this sounds like you, and you meet the above criteria, please apply directly to the advert. Alternatively, please email your CV and covering letter to Chloe@longreachrecruitment.com.au or call Chloe Thomas on 0452 345 478 for a confidential discussion.
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