Upper Michigan, Inc.
120 S. Barstow Street, Eau Claire, WI 54701, USA
6737 W Washington St., STE 2275, West Allis, WI 53214, USA
Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full‑time, benefit‑eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.)
Under the direction of the Director of Accounting, the Project Accounting roles will support a specialized area of accounting focused on the financial management of rental properties, including recording income, expenses, rent collection, preparing financial reports and leading audits.
ESSENTIAL DUTIES AND RESPONSIBILITIES Accounting
Meticulously record all rental income for HUD and LIHTC properties, and expenses related to property maintenance, utilities, repairs, taxes, and other operational costs.
Record monthly accruals as needed for each project and properly record prepaid expenses.
Maintain the balance sheet in adherence to GAAP and oversee cash.
Complete and/or review monthly account reconciliations for all balance sheet accounts.
Manage banking transactions, including positive pay and transfers between restricted and unrestricted cash accounts.
Maintain proper record of approvals and track allowance for doubtful accounts for tenant past‑due balances.
Record construction draws for new project development, if applicable.
Communicate/collaborate with investors and other external parties regarding project goals or concerns.
Collaborate with operations team/property managers to resolve issues in tenant subledgers.
Prepare and record monthly intercompany billing for project payroll expense and other reimbursements and fees.
Budgeting and Forecasting
Participate in the budgeting process for each property.
Forecast future cash flow, including income and expenses.
Make recommendations to help support profitability.
Financial Reporting
Generate financial reports such as income statements, balance sheets, and cash flow statements to provide property owners and stakeholders with a clear picture of the property's financial performance.
Complete income statement fluctuation analysis on a monthly basis for each project.
Compliance
Review entity legal documents such as Operating/Management Agreements to ensure proper adherence to agreements and set up accounting practices for newly established projects.
Lead HUD and LIHTC audits for assigned properties and complete REAC annual reporting for HUD projects.
Complete Return of Organization Exempt from Income Tax (Form 990) reporting, if applicable.
Benefits
Public Service Loan Forgiveness (PSLF) – eligible for loan forgiveness under the PSLF program after 10 years of on‑time payments under an income‑based repayment plan.
Flex Spending for Dependent & Health Care.
Paid Time Off.
10 Paid Holidays.
401(k) contribution opportunity (403B).
Annual raises priority.
Calm Wellness App – Premium Access.
Student loan navigation program (Summer, PBC).
Early Earned Wage Access with UKG Wallet.
Employee Assistance Program.
Service Awards and Recognition.
EDUCATION AND/OR EXPERIENCE
Bachelor’s degree in accounting is required. CPA license is a plus.
Strong technical skills in GAAP accounting, financial reporting, and analysis.
Advanced proficiency in Microsoft Excel, including VLOOKUPs and pivot tables.
Ability to investigate issues, apply accounting principles, and use sound judgment to make recommendations.
Ability to read, review, and understand financial statements/records and make recommendations.
Ability to explain accounting concepts to non‑accounting colleagues.
Effective written and verbal communication skills, including discussions with upper management, executives and investors.
Demonstrate flexibility and ability to manage multiple priorities and deadlines.
Exceptional work ethic and attention to detail.
Ability to assist with mentoring colleagues.
High level of customer support and collaboration across teams.
CERTIFICATES, LICENSES, REGISTRATIONS Valid driver’s license and reliable transportation required. A motor vehicle check with satisfactory driving record per LSS Driver Safety Procedure is required.
LANGUAGE SKILLS Effective verbal and written communication in English; ability to read, analyze, and interpret common technical journals, financial reports, and legal documents.
COMPUTER SKILLS/TECHNOLOGY Knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing.
PHYSICAL DEMANDS/WORK ENVIRONMENT The job requires regular sitting, use of hands to finger/handle objects, frequent talking, occasional standing, walking, stooping, and lifting up to 25 lbs. Includes a hybrid environment with home and office work.
TRAVEL Position does not require regular travel but may be asked to travel for day and overnight trips as necessary.
LSS is an Equal Opportunity/Affirmative Action employer.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full‑time, benefit‑eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.)
Under the direction of the Director of Accounting, the Project Accounting roles will support a specialized area of accounting focused on the financial management of rental properties, including recording income, expenses, rent collection, preparing financial reports and leading audits.
ESSENTIAL DUTIES AND RESPONSIBILITIES Accounting
Meticulously record all rental income for HUD and LIHTC properties, and expenses related to property maintenance, utilities, repairs, taxes, and other operational costs.
Record monthly accruals as needed for each project and properly record prepaid expenses.
Maintain the balance sheet in adherence to GAAP and oversee cash.
Complete and/or review monthly account reconciliations for all balance sheet accounts.
Manage banking transactions, including positive pay and transfers between restricted and unrestricted cash accounts.
Maintain proper record of approvals and track allowance for doubtful accounts for tenant past‑due balances.
Record construction draws for new project development, if applicable.
Communicate/collaborate with investors and other external parties regarding project goals or concerns.
Collaborate with operations team/property managers to resolve issues in tenant subledgers.
Prepare and record monthly intercompany billing for project payroll expense and other reimbursements and fees.
Budgeting and Forecasting
Participate in the budgeting process for each property.
Forecast future cash flow, including income and expenses.
Make recommendations to help support profitability.
Financial Reporting
Generate financial reports such as income statements, balance sheets, and cash flow statements to provide property owners and stakeholders with a clear picture of the property's financial performance.
Complete income statement fluctuation analysis on a monthly basis for each project.
Compliance
Review entity legal documents such as Operating/Management Agreements to ensure proper adherence to agreements and set up accounting practices for newly established projects.
Lead HUD and LIHTC audits for assigned properties and complete REAC annual reporting for HUD projects.
Complete Return of Organization Exempt from Income Tax (Form 990) reporting, if applicable.
Benefits
Public Service Loan Forgiveness (PSLF) – eligible for loan forgiveness under the PSLF program after 10 years of on‑time payments under an income‑based repayment plan.
Flex Spending for Dependent & Health Care.
Paid Time Off.
10 Paid Holidays.
401(k) contribution opportunity (403B).
Annual raises priority.
Calm Wellness App – Premium Access.
Student loan navigation program (Summer, PBC).
Early Earned Wage Access with UKG Wallet.
Employee Assistance Program.
Service Awards and Recognition.
EDUCATION AND/OR EXPERIENCE
Bachelor’s degree in accounting is required. CPA license is a plus.
Strong technical skills in GAAP accounting, financial reporting, and analysis.
Advanced proficiency in Microsoft Excel, including VLOOKUPs and pivot tables.
Ability to investigate issues, apply accounting principles, and use sound judgment to make recommendations.
Ability to read, review, and understand financial statements/records and make recommendations.
Ability to explain accounting concepts to non‑accounting colleagues.
Effective written and verbal communication skills, including discussions with upper management, executives and investors.
Demonstrate flexibility and ability to manage multiple priorities and deadlines.
Exceptional work ethic and attention to detail.
Ability to assist with mentoring colleagues.
High level of customer support and collaboration across teams.
CERTIFICATES, LICENSES, REGISTRATIONS Valid driver’s license and reliable transportation required. A motor vehicle check with satisfactory driving record per LSS Driver Safety Procedure is required.
LANGUAGE SKILLS Effective verbal and written communication in English; ability to read, analyze, and interpret common technical journals, financial reports, and legal documents.
COMPUTER SKILLS/TECHNOLOGY Knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing.
PHYSICAL DEMANDS/WORK ENVIRONMENT The job requires regular sitting, use of hands to finger/handle objects, frequent talking, occasional standing, walking, stooping, and lifting up to 25 lbs. Includes a hybrid environment with home and office work.
TRAVEL Position does not require regular travel but may be asked to travel for day and overnight trips as necessary.
LSS is an Equal Opportunity/Affirmative Action employer.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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