Financial Associate

3 days ago


Panama City Beach, Florida, United States Venture Out at Panama City Beach, Inc. Full time

About Us:

Venture Out at Panama City Beach, Inc. is a dynamic organization seeking an experienced Financial Associate to join our team.

Estimated Salary: $45,000 - $60,000 per year

Job Description:

We are looking for a highly organized and detail-oriented Bookkeeping Professional to assist with various financial tasks, including accounting functions, invoicing, and bank reconciliations.

The ideal candidate will have 3-5 years of experience in bookkeeping/accounting and customer service, with proficiency in financial applications like QuickBooks or AppFolio and Microsoft Office Suite.

Key Responsibilities:

  • Prepare responses to owner association financial questions
  • Develop a comprehensive knowledge of association financial reports
  • Assist with the monthly AR aging process, including past due, demand letters, and collections
  • Pay association invoices in a timely and accurate manner
  • Review income/expense statements and general ledger postings weekly
  • Post owner payments in a timely and accurate manner
  • Record credit card receipts and pay credit-card statements
  • Maintain individual owner and onsite association administrative files
  • Post owner property sale financial data in a timely and accurate manner
  • Verify daily Point of Sale files for submission
  • Prepare deposits for association local bank accounts
  • Complete monthly bank reconciliations
  • Assist with resolving unit owner concerns
  • Develop an understanding of front-office procedures for backup support
  • Assist with SOP development and updates
  • Prepare and mail association owner communication

Requirements:

  • High school diploma or GED equivalent
  • Associates degree preferred or equivalent work experience
  • 3-5 years' experience in bookkeeping/accounting and customer service
  • Outstanding interpersonal communication skills
  • Proficient in financial applications like QuickBooks or AppFolio
  • Proficient in Microsoft Office Suite and email/phone use
  • High tempo operation capability


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