Client Reporting Specialist

4 weeks ago

Palm Desert, California, United States Associa Full time
Job Description

The Client Reporting Coordinator is responsible for the development, planning, and implementation of the client accounting and reporting services function. They will be responsible for the day-to-day training of client accounting specialists and accounting support team members, monitoring client financial statement preparation and support functions to achieve branch goals for timely, accurate reporting.

Key Responsibilities
  • Monitor preparation and delivery of monthly client financial statements.
  • Responsibility for guidance and support of client reporting team.
  • Assist 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.
  • Establish and maintain positive relationships with internal and external customers.
  • Work closely with fellow team members to develop a cohesive collaborative team.
  • 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.

While the list above is an extensive list of job responsibilities, it is expected that the individual in this position is hands on and flexible in performing and assisting with any necessary task that is requested by our client and/or Associa.

Requirements
  • Team leadership skills essential
  • Knowledge of GAAP at a proficient level.
  • Strong general ledger skills and balance sheet skills
  • Knowledge of Microsoft Office products (Word, Excel, Outlook,) at a proficient level.
  • Knowledge of typical business correspondence (grammar, structure, punctuation, spelling, et) at a proficient level.
  • Professional communication skills (phone, interpersonal, written, verbal, etc.).
  • Ability to communicate effectively on complicated accounting problems and accounting treatment requirements.
  • Experienced in budget implementation.
  • Thorough understanding of AP transaction process.
  • Thorough understanding of AR transaction process.
  • Willingness to grow and take on new projects as needed.
  • Self-motivated, proactive, detail oriented and a team player.
  • Confidentiality and discretion in the performance of all duties and responsibilities
  • Time management and time critical prioritization skills.
Education and Experience
  • Bachelors Degree Required.
  • 5 years of directly related of closely related experience.
  • Experience in multi cost and revenue center environments.

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

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