Josh Moran
Stourport on Seven
Summary
Results-driven and experienced Residential & Commercial Property Accountant with over 10 years of expertise in managing complex financial operations for real estate portfolios. Proven success in budgeting, financial reporting, and portfolio analysis, with a strong ability to deliver strategic financial insights that drive profitability and business performance. Skilled in leading cross-functional teams, streamlining accounting workflows, and ensuring compliance with financial and regulatory standards. Highly proficient in Office 365 and property management systems including MRI Software. Committed to excellence in financial stewardship and supporting long-term organisational growth.
Overview
3
3
years of professional experience
Work history
Service Charge Accountant
Evolve Block & Estate Management
04.2024 - 07.2025
- Lead the preparation of accurate and compliant year-end financial statements for multiple properties.
- Serve as the primary point of contact for some of the biggest clients within the company by providing expert advice and guidance on financial matters related to property accounting and management.
- Oversee the preparation and review of annual budgets for property portfolios.
- Create customised financial reports tailored to client needs, providing valuable insights into portfolio performance, asset management, and profitability.
- Attend all client meetings to present financial performance, discuss portfolio updates, and provide strategic recommendations based on financial data.
- Help other team members within the finance department, including managing the Purchase Ledger, Accounts Payable, and Cashiers teams, ensuring smooth daily operations, compliance, and accuracy.
- Streamline financial processes within the department, improving efficiency and reducing errors.
Senior Property Accountant
LCP Group
09.2023 - 04.2024
- Oversaw budgeting and financial reporting ensuring accurate and timely delivery of financial data.
- Budget Preparation & Year end account preparation.
- Prepared quarterly and annual financial statements in compliance with regulatory requirements.
- Performed in-depth financial analysis and recommended strategic initiatives.
- Managed a team of 8 junior analysts, providing mentorship and support for professional development.
- Conducted financial due diligence for mergers and acquisitions, contributing to a successful [deal value] acquisition.
Senior Client Care Accountant
Cushman & Wakefield
08.2022 - 09.2023
- Lead the preparation and review of monthly, quarterly, and annual financial statements, ensuring compliance with accounting standards and client-specific requirements.
- Work closely with clients to develop, manage, and review property budgets and financial forecasts, ensuring alignment with business objectives and optimal resource allocation.
- Oversee the management of client cash flow, ensuring timely payments, accurate reconciliations, and effective liquidity management for property operations.
- Prepare and present detailed financial reports to clients, including income statements, balance sheets, cash flow statements, and bespoke management reports, highlighting key financial metrics and insights.
Skills
- Budgeting & Forecasting
- Project leadership
- Portfolio Management
- Data Analysis & Financial Reporting
- Strategic Financial Planning
- Financial Statement Preparation
- Proficient in Microsoft Office & MRI Software
- Dynamic team player
Timeline
Service Charge Accountant
Evolve Block & Estate Management
04.2024 - 07.2025
Senior Property Accountant
LCP Group
09.2023 - 04.2024
Senior Client Care Accountant
Cushman & Wakefield
08.2022 - 09.2023
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