HOA Financial Account Specialist
4 weeks ago
Clark Simson Miller Inc is seeking a highly skilled Financial Accountant to join our team. As a key member of our HOA financial management team, you will be responsible for ensuring the accuracy and completeness of financial statements, managing accounts payable and receivable, and providing exceptional customer service to our clients.
Key Responsibilities:
- Proficiently manage and maintain accurate financial records, including ledgers and financial statements.
- Process and review vendor invoices, ensuring accuracy and completeness.
- Communicate effectively with clients and colleagues, providing timely and professional responses to inquiries.
- Assist with the setup and maintenance of new and existing vendor payable accounts.
- Perform monthly accounts payable close and accrual process.
- Monitor petty cash disbursements and provide receipts for coding.
- Collect and monitor W-9 forms and certificate of insurance for all vendors.
- Review all invoices to double-check for accuracy and avoid duplicate payments.
- Process vendor invoices on a daily basis and ensure all client invoices are paid on a timely basis.
- Process and distribute billing statements for clients.
- Monitor accounts receivable for clients and initiate collections when necessary.
- Identify accounting errors or discrepancies on financial statements.
- Handle or facilitate all client inquiries and requests.
Requirements:
- High School Diploma
- 2-5 years related experience; or equivalent combination of education and experience
Adaptability:
- Adapts to changing work demands.
- Stays focused on own work when faced with challenges and/or difficulties.
- Stays open to and learns from feedback.
Physical Activities:
- Moves, lifts, carries supplies weighing less than 20 pounds without assistance.
- Creates documents, reports, etc. using a writing instrument or computer.
- Ability to enter and locate information on a computer.
- Visually verifies and/or reads information.
- Sits for an extended period of time.
- Must be physically present in the office as the needs of the business dictates.
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