Regional Financial Leader

4 days ago

San Ramon, California, United States FirstService Residential Full time

Job Summary:

The Regional Financial Leader is a key company leader who ensures the accurate, timely, and efficient delivery of financial information to FirstService Residential clients in assigned regions.

As a senior financial manager, you will be responsible for overseeing the financial operations of the region, including financial reporting, budgeting, and cash management.

You will work closely with the On-Site Property Managers, the Board Members, and the rest of the Accounting, AR, and AP Staff to ensure timely, accurate financial statement reporting.

The Regional Financial Leader is the "go-to" person for any client financial issues and needs to have an excellent working knowledge of GAAP accounting.

Key Responsibilities:

  • Direct the efforts of the regional General Ledger staff to ensure monthly financial statements are prepared in a timely and accurate manner.
  • Establish monthly due dates for the financials and distribute to the Community Managers at the beginning of each month.
  • Perform a detailed review of client financial statements each month and identify potential errors or areas of risk.
  • Troubleshoot any accounting or reporting issues in collaboration with the Community Manager or leadership team as needed.
  • Listen to clients, plan for their changing needs, monitor client satisfaction, and follow up on client inquiries, requests, or complaints.
  • Identify implementation challenges and work with all parties to resolve.
  • Approve monthly Reserve Funding and other cash management transfers initiated by the general ledger staff accountants.
  • Upon request, assist the Community Manager with annual budgeting and required civil code disclosures.
  • Ensure the Community Manager has the appropriate tools to bring before the board.
  • Identify trends early and develop plans to mitigate risks and reduce client "surprises".
  • Prepare multi-year cash flow analyses as needed or appropriate.
  • Ensure the transaction processing team provides timely and accurate financial reports by defining and enforcing appropriate service level standards.
  • Client retention is a key measure of success, so performance issues need to be surfaced with functional management as soon as possible.
  • Promote excellence in others by meeting company standards of quality.
  • Provide ad-hoc training to Community Managers as needed.
  • Manage the set-up of new accounts.
  • Ensure account information is set-up accurately in Jenark.
  • Ensure the client is happy with the financial reporting format.
  • Be able to inform potential and existing clients of our internal controls, investment opportunities, and describe our financial statement deliverables.
  • Special Projects as assigned by Director or VP/EVP.

Requirements:

  • Excellent financial reporting and analytical skills.
  • High level of proficiency in Microsoft Office, especially Word and Excel.
  • Ability to perform multi-Excel functions, including VLOOKUP, SUMIF, Pivot Tables, etc.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Must have finger dexterity for typing/using a keyboard.
  • Valid California Driver's License and State mandated vehicle insurance, and registration.
  • Ability to walk extensive slope and/or flat association areas and visually review landscape, building areas, recreation facilities, parks, etc.
  • Ability to work late into evenings as required for board meeting attendance.
  • This position will require traveling to other offices and to Board meetings.
  • Supervise General Ledger staff assigned to the Region.

Benefits:

  • Medical, dental, and vision plans (full-time and part-time 30+ hours).
  • Part-time 20+ hours qualify for dental and vision.
  • Time off, including vacation, sick, and company-paid holidays.
  • Tuition reimbursement.
  • Legal services.
  • Domestic partner coverage.
  • Health savings account.
  • Flexible spending account.

About FirstService Residential:

FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.

Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture.

Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.

Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.

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