Virtual Building Coordinator

3 weeks ago


Palm Desert, California, United States Associa Full time

The Client Reporting Coordinator plays a pivotal role in the development, planning, and implementation of the client accounting and reporting services function at Associa.

Key responsibilities include the day-to-day training of client accounting specialists and accounting support team members, as well as monitoring client financial statement preparation and support functions to achieve branch goals for timely, accurate reporting.

Key tasks include monitoring preparation and delivery of monthly client financial statements, assisting in training and assistance to Community Manager's and other branch personnel with regard to financial statement review, budget implementation, A/R, A/P, GL, and various other accounting process.

Recommend and oversee policies to meet client accounting service levels with a specific focus on providing excellent service to high-touch/high-value clients timely accurate reporting to all clients.

Implement, train, execute and monitor branch accounting process improvements. Review and approve monthly client financial statement packets.

Monthly reports consist of but not limited to, Balance Sheet, Income statement, Monthly Trends, Delinquencies, Prepaid accounts, Bank reconciliation and General Ledger, Bank Statements, Balance Sheet Support Schedules, etc.

Assist in answering questions for Community Association Managers and Community Board Members regarding monthly financial statements and accounting processes.

Oversee and assist with request for AP AR corrections, bank reconciliation, and journal entries. Attend in person or virtual board meetings as needed.

Strong general ledger skills and balance sheet skills are essential for this role, as well as knowledge of Microsoft Office products (Word, Excel, Outlook,) at a proficient level.

Professional communication skills (phone, interpersonal, written, verbal, etc.) are also required, as well as experience in budget implementation.

Confidentiality and discretion in the performance of all duties and responsibilities are also expected.

Bachelors Degree is required for this position.

Associa is a leading community management company with over 300 branch offices across North America, serving more than 7.5 million residents worldwide.

Our team of 15,000+ professionals leads the industry with unrivaled education, expertise, and innovation.



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