---
title: 'Senior Accountant at Bellwether'
canonical: 'https://feeny.ai/job/senior-accountant-bellwether-dallas-a4wpjaxjnapm'
type: 'job'
last_seen: '2026-11-08'
---

# Senior Accountant at Bellwether

- **Company:** Bellwether
- **Location:** Dallas, TX
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-11-02
- **Last confirmed live:** 2026-11-08
- **Apply:** https://jobs.lever.co/bellwetheram-2/b617be98-ca8e-4e8a-a8a7-14dac5a4e67e

## Job description

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $35 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, London and Dallas.

## Overview

As a Senior Corporate Accountant at Bellwether, you will help manage high-level accounting operations for Bellwether and its subsidiaries, including foreign entities. This includes evaluating existing procedures and processes and innovating new and improved methods of reconciliations, reports, analyses, and budgeting. Your experience has prepared you to perform initial reviews of balance sheet, income, and cash flow statements. This role is an exciting opportunity to be the liaison between the accounting group and executives.

## Key Responsibilities

- Maintain and analyze budgets, prepare periodic reports that compare budget to actual;
- Update and maintain investor records for the entire portfolio of investments;
- Prepare and review capital activity for capital calls and distributions;
- Prepare account reconciliation schedules on a monthly basis;
- Establish and maintain strong internal controls to ensure Sarbanes-Oxley compliance;
- Make informed recommendations to improve the efficiency and accuracy of accounting processes;
- Lead transition meetings between deal teams and accounting to effectively onboard each new asset or financing;
- Conduct technical accounting research ensuring all internal accounting standards are current; and
- Coordinate the annual audit as well as quarterly reviews between Management and their auditor, including establishing timelines for deliverables, and answering questions as appropriate; and
- Build and maintain strong relationships with external auditors and internal partners.

Professional Experience

- A minimum of 4 years’ experience required
- Public accounting experience preferred, from a Big 4 firm, or similar
- Experience in a client-facing role preferred
- Investment accounting experience is highly desirable
- Highly proficient in business related software: Microsoft Excel, Word, Power Point, etc.
- Experience in MRI, NetSuite, or similar accounting system

Education/Certification

- Bachelor’s degree required
- CFA or MBA preferred
- CPA obtained or in progress with end date within 1 year of hire

Essential Skills & Competencies

Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:

- Job Knowledge & Technical Ability: Strong technical knowledge in accounting, specifically within financial services and commercial real estate, including includes experience with REIT compliance, 10-K/Q reporting, and Sarbanes-Oxley compliance. Ability to read and analyze investment and lease agreements.
- Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
- Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
- Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.

Travel Requirements

- Travel is not anticipated, but may be needed from time to time.

Physical & Mental Demands

- While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
- Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
- Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
- Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
- Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
- Ability to interact in a courteous professional manner at all times.
- Regular, predictable attendance is required.

The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

Work Environment

- No hazardous or significantly unpleasant conditions (such as in a typical office).
- Moderate noise (i.e., business office with computers, phones, printers and light traffic)
- Indoor business office environment with windows; light foot traffic within work areas

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position Details

- Position Title: Senior Accountant
- Classification:  Exempt
- Position Status:  Regular, Full-Time
- Reports To:  Managing Director, Accounting
- Direct Reports:  No

Intent of Position Description This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.

## Equal Opportunity Employer

Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition  (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.

## About Bellwether

## Company Overview
- **One-liner**: Bellwether is a global advisory firm that helps businesses solve complex challenges and enhance enterprise value, with a specialization in real estate asset management and transaction advisory.
- **Entity Type**: Private (no disclosed funding stage)
- **Headquarters**: Los Angeles, California, United States
- **Founded**: 2013
- **Founders**: Co‑founded by a team including Mr. Grzeskowiak (name from team page)

## Core Business
- Primary industry: Business Consulting and Services / Real Estate Asset Management
- Target customers: Private equity firms, real estate investors, corporations, and institutional clients across aerospace & defense, consumer goods, industrials, technology, and financial services
- Mission or purpose statement: “To provide tailored value‑enhancement advisory services and create value across the business lifecycle – from transaction management to operational transformation.”

## Products & Services
- **Transaction Advisory**: M&A support, due diligence, and deal execution for real estate and corporate platforms.
- **Asset Management**: Oversight of debt and equity investments across commercial real estate, including senior, mezzanine, and preferred equity.
- **Portfolio Management**: Strategic management of over $40B in assets under management (AUM) across North America, Europe, and Asia.
- **Construction Management**: Oversight and management of development and construction projects throughout client portfolios.
- **Valuations & Underwriting**: Analysis and reporting for CMBS, CRE CLO, and other structured products.
- **Performance Improvement**: Operational transformation and value‑enhancement strategies for portfolio companies.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (privately held)
- **Key Metric**: Annual Revenue ~$15.7M (2024/2025 estimate); AUM over $40B
- **Notable Investors/Partners**: Partners with PREA Foundation and Project Destined for mentorship and diversity programs. No external investors publicly listed.
- **Growth Signals**: 16.3% YoY headcount growth (236 employees, +40 people); new offices in Dallas and El Segundo; expanded debt platform (CMBS, CRE CLO); launching 5th annual Women’s Mentorship Program.

## Competitive Advantages
- Deep expertise in real estate debt and equity across all property types (multifamily, student housing, mixed‑use, etc.)
- Global presence with offices in the U.S. and U.K., enabling cross‑border advisory
- “High‑performance culture” that attracts top talent and emphasizes collaboration across all levels
- Proprietary technology and analytical capabilities for portfolio management and reporting
- Long‑standing client relationships and a track record of managing over $40B in AUM

## Strategic Focus
- Continue expanding the debt platform, particularly in CMBS and structured products (SASB, CRE CLO, Conduit)
- Invest in technology initiatives to improve portfolio management and reporting
- Strengthen talent pipeline through mentorship programs (Women’s Mentorship Program, partnerships with PREA Foundation and Project Destined)
- Grow geographic footprint (recent Dallas office, expansion in El Segundo)

## Why Work Here
- Culture: “High performance” with a focus on results over titles; principals and analysts work together. Emphasis on professional development, internal mentorship, and community service.
- Remote/Hybrid Policy: Some roles are hybrid (e.g., Women’s Mentorship Program developers can apply remotely if not local to LA or Dallas). Specific roles (e.g., Associate, Asset Management) are listed as Los Angeles, CA or Dallas, TX.
- Notable Perks: Salary range for Associate, Asset Management is $115,000–$130,000/year. Opportunities for mentorship, leadership from day one, and exposure to complex real estate transactions.
- Engineering Culture: Not a pure tech company, but technology is a key enabler for portfolio management; the firm values “forward‑thinking individuals” and entrepreneurial spirit.

## Sources
1. [linkedin.com](https://linkedin.com/company/bellwether-inc-co) – Company overview, employee count, growth, locations
2. [bellwetherco.com](https://bellwetherco.com/careers/) – Career page, job descriptions, culture, salary range
3. [bellwetherco.com](https://bellwetherco.com/team/) – Team page citing co‑founder Mr. Grzeskowiak
4. [bellwetherco.com](https://bellwetherco.com/culture/) – Culture page, values, mentorship programs
5. [jobs.lever.co](https://jobs.lever.co/bellwetheram-2) – Open positions, Women’s Mentorship Program details

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