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Robert Half Director of Process Improvement (CPA, Real Estate, Yardi) in Dallas, Texas


Robert Half has teamed up with a Real Estate Private Equity Firm to assist in the recruitment of a Director of Process Finance (think best practices in accounting and finance). The role requires CPA designation and exposure to Yardi Software.

IMPORTANT – to be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send Chris a message (email address is on LinkedIn profile).


The Director of Process Finance is responsible for masterminding a thorough understanding of accounting processes, to include, updating documentation, performing critical analysis, making recommendations for improvements, leading implementation of approved changes and otherwise managing assigned processes and training of business users in the accounting team.

Essential Duties:

Develop a thorough understanding of accounting processes (such as the Investment Management module, Fixed Assets, Budgets), to include:

Creating and/or updating documentation

Performing critical analysis

Making recommendations for improvements

Leading implementation of approved changes

Managing assigned Process Improvement Projects

Share the knowledge of the accounting processes with all stakeholders and conducting coaching and training as appropriate.

Support implementation teams through implementation of adopted recommendations.

Assist with and/or develop protocol to ensure back end system changes, program code modifications, or software updates comply with internal policies, audit controls, and regulatory requirements.

Develop and continuously maintain a deep understanding of the Yardi system.

Collaborate with internal and external customers, other accounting team members, IT, asset managers, portfolio managers, property managers and all necessary departments to successfully complete assigned process improvement projects. Utilize effective communication skills to facilitate team building, compiling and tracking of project tasks, and act as a “change agent” in support of improvement initiatives.

Ensure prompt resolution of issues that arise post implementation of process improvements.

Develop a solid understanding of the accounting processes for the assigned process improvement projects in order to be viewed as a valuable resource for those respective projects.

Keep abreast of new industry developments, regulatory changes, management requirements, accounting system updates, accounting procedures, etc.

Provide guidance on appropriate accounting processes to complete the task at hand.

Track project progress, collect metrics, assess project ROI (Return on Investment), and prepare reports to communicate results.


Bachelor's Degree in Accounting.

Tenured accounting experience with solid fundamental accounting skills with strong consolidation, fund, and equity investment accounting experience.

CPA required.

Strong Yardi and Excel skills.

Process Accounting or Real Estate Industry experience required.

Ability to think strategically to transform legacy processes to be more efficient and standardized.

IMPORTANT – to be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send Chris a message (email address is on LinkedIn profile).

Requirements - Bachelor's degree in Accounting, Finance, Business or equivalent degree and/or experience

  • Budgeting experience

  • CPA or MBA preferred

  • Recent relevant financial experience

  • Ability to simplify complex problems and build solutions

  • Working knowledge of enterprise resource planning (ERP) systems is valuable

  • Proven technical skills

  • Exceptional communication skills that provide the ability to interact with all levels of the organization with a high customer service orientation

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