Assurance - Financial Markets - Real Estate Technology - Associate

1 Month ago • All levels • Finance

About the job

Summary

This Associate role at PwC focuses on Assurance services within Financial Markets, specializing in Real Estate Technology. Responsibilities include process analysis of real estate workflows, requirements gathering for software implementations (Yardi, Planon, etc.), process documentation (flowcharts, SOPs), and project management. The position requires strong analytical skills, excellent communication, and experience with investment accounting principles and ETL processes. The ideal candidate will work with various stakeholders, including clients and internal teams, to optimize real estate operations and implement technology solutions effectively. This involves leading and managing process improvement projects, defining software requirements, and ensuring seamless data integration. Experience with Real Estate software and SQL skills is beneficial.
Must have:
  • Strong analytical skills
  • Excellent communication skills
  • Attention to detail
  • Process analysis expertise
  • Requirement gathering skills
  • Project management experience
Good to have:
  • Knowledge of Real Estate software (Yardi, MRI)
  • Investment accounting knowledge
  • ETL (Extract, Transform, Load) experience
  • Strong SQL skills
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Line of Service

Assurance

Industry/Sector

Not Applicable

Specialism

Assurance

Management Level

Associate

Job Description & Summary

A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address our clients’ complex accounting and financial reporting challenges, as well as their broader business issues.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As an Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Invite and give in the moment feedback in a constructive manner.
  • Share and collaborate effectively with others.
  • Identify and make suggestions for improvements when problems and/or opportunities arise.
  • Handle, manipulate and analyse data and information responsibly.
  • Follow risk management and compliance procedures.
  • Keep up-to-date with developments in area of specialism.
  • Communicate confidently in a clear, concise and articulate manner - verbally and in the materials I produce.
  • Build and maintain an internal and external network.
  • Seek opportunities to learn about how PwC works as a global network of firms.
  • Uphold the firm's code of ethics and business conduct.

Job Summary

A career within the Real Estate Technology (RE Technology) team will develop expertise in implementation of various technologies used in managing real estate across the globe - Yardi, Planon, Tango, etc, with a focus on Investment Accounting module experience, ETL (Extract, Transform, Load), and strong SQL skills. As a RE Technology Implementation and ETL Specialist, you will be responsible for leading and managing the implementation of software, ensuring seamless data integration, and providing technical expertise to support business operations. The candidate will be responsible for analyzing and improving business processes within our clients' real estate operations. This role requires an understanding of real estate practices, excellent analytical skills, and the ability to gather and document requirements effectively. The ideal candidate will be adept at identifying inefficiencies and recommending solutions to streamline operations and enhance overall productivity. Additionally, the role involves supporting strategic initiatives, identifying and documenting process and technology requirements and supporting technology implementations.

Job Description

What does this role entail?

1. Process Analysis

- Evaluate existing real estate processes and workflows to identify areas for improvement.

- Conduct thorough analyses to understand process inefficiencies and bottlenecks.

- Document processes and workflows based upon client meetings and interactions

- Develop and implement strategies to optimize processes and enhance operational efficiency.

2. Requirements Gathering

- Collaborate with stakeholders, including clients, team members, and management, to gather and document business requirements.

- Participate in interviews, workshops, and surveys to understand stakeholder needs and expectations.

- Translate business requirements into functional specifications and actionable plans.

3. Process Documentation

- Create detailed process documentation, including process maps, flowcharts, and standard operating procedures (SOPs).

- Ensure all documentation is accurate, up-to-date, and accessible to relevant stakeholders.

- Maintain a repository of process documentation and update it regularly to reflect changes and improvements.

4. Software Implementations

- Define requirements for and support the selection of Real Estate software solutions (e.g., Yardi, MRI, Plannon, ).

- Plan and implement software solutions and the associated business process changes.

- Work with REITs, Institutional Investors, Developers, etc., in varying industry segments including office, retail, multi-family, industrial, and hotel/resort.

5. Project Management

- Lead and manage process improvement projects from initiation to completion.

- Monitor project progress, track milestones, and ensure timely delivery of deliverables.

- Support project budgeting, forecasting and

- Coordinate with cross-functional teams to ensure alignment and successful implementation of process changes.

- Work with REITs, Investment Managers, Real Estate Service Providers, etc., across industry segments including office, retail, multi-family, industrial, and hotel/resort.

6. Essential Job Functions

- Define requirements for software solutions.

- Implement software solutions and associated process changes.

- Perform strategic planning at an organizational, operational, and IT level.

- Undertake diagnostic analysis from an operational process and IT effectiveness view.

- Suggest and implement leading practices and process improvements.

What skill does it take?

Must-have

- Strong analytical skills with the ability to interpret complex data and make data-driven decisions.

- Excellent communication and interpersonal skills, with the ability to work collaboratively with diverse stakeholders.

- Attention to detail and strong organizational skills.

Good-to-have

● Knowledge of Real Estate software solutions (e.g., Yardi, MRI).

● Strong knowledge of investment accounting principles, practices, and financial reporting standards.

● Playing a role in discussions, proactively ask questions and share an informed point of view

Qualifications

Minimum Educational Qualifications:

Bachelors Degree in Accounting, Finance, Mathematics, Statistics, Economics, Real Estate, Engineering (of any discipline), Geoinformatics, Business Administration, Information Technology B.Com, B.Tech, B.Sc, BBA

Credentials - Good to have:

CPA, CA, CFA, CAIA, FRM, Masters in relevant field of expertise or MBA or PGDM/PGDBM in Finance from premium institute only

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

View Full Job Description

About The Company

At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 152 countries with over 327,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting us at www.pwc.com. PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity.


Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.

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