Financial Services Specialist

2 days ago

Dublin, Ohio, United States Associa Full time
Job Description

Associa is seeking a skilled Client Accounting Specialist to join our team in Dublin, Ohio. As a Client Accounting Specialist, you will work in a fast-paced centralized accounting services environment, providing financial services to community associations.

What We Offer

Associa provides a competitive benefits package to our full-time employees, including medical, dental, and vision insurance, 401k, disability insurance, and support with wellness and development initiatives.

How You Will Make an Impact

The Client Accounting Specialist will contribute to the company's growth by:

  • Assisting with in-office tasks, such as processing checks, sorting, coding, and filling out AR income forms.
  • Reviewing and approving monthly financial statements for various clients and answering questions from Community Association Managers (CAMs) or Board Members.
  • Managing the transition of new clients, including communicating internally, setting up bank accounts, closing bank accounts, processing new and updated signature cards, and budget entry.
  • Overseeing and requesting AP AR corrections, bank reconciliation, journal entries, and account adjustments.
  • Managing recurring charges, such as homeowner assessments, parking, and storage.
Requirements

To be successful in this role, you will need:

  • Proficiency in Microsoft Office (Word, Excel, Outlook) and GAAP.
  • Experience in General Ledger Accounting.
  • Experience with AP and AR transaction processes.
  • Experience in budget implementation.
  • Ability to attend in-person or virtual board meetings as needed.
  • Able to interpret verbal and/or written instructions at a proficient level.
  • Able to communicate effectively and professionally on phone, email, and in-person.
About Associa

With more than 300 branch offices across North America, Associa is building the future of community for more than 7.5 million residents worldwide. Our 15,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 45 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit our website.

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