Client Accounting Specialist

1 month ago

Palm Desert, United States Associa Full time
Job Description

The Client Accounting Specialist is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations.

Requirements

Essential Duties and Responsibilities:

  • Assist with in office tasks such as processing checks, by sorting, coding, and filling out AR income form.
  • Review and approve monthly financial statements for various clients. Monthly reports consist of but not limited to, Balance Sheet, Income statement, Monthly Trends, Delinquencies, Prepaid accounts, Bank reconciliation and General Ledger, etc.
  • Answer questions for Community Association Managers (CAM's) and Board Members regarding monthly financial statements
  • Manage transition in of new clients, including communicating internally about new clients, setting up bank accounts, closing bank accounts, processing new and updated signature cards, and budget entry.
  • Oversee and request AP AR corrections, bank reconciliation, journal entries and account adjustments.
  • Manage recurring charges, such as homeowner assessments, parking, and storage.
  • Define problems, collect data, establish facts, and draw valid conclusions
  • Attend in person or virtual board meetings as needed
Other Duties and Responsibilities:
  • Provide training and assistance to CAMs and other branch personnel with regard to financial statement review, budget implementation, A/R, A/P, GL, and various other accounting procedures
  • Update personnel with any association-related changes or updates to policies, procedures, banking, etc.
Knowledge and Skills:
  • Knowledge of Generally Accepted Accounting Practices (GAAP) and Microsoft Office
  • Experienced in general ledger accounting
  • Ability to read, analyze, and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints.
  • Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and or boards of directors.
  • Experienced in budget implementation
  • Understanding of AP transaction process
  • Understanding of AR transaction process
  • Willingness to grow and take on new projects as needed
  • Partner with multiple stakeholders, for example community managers, vendors, peers, clients.
  • Must be able to prioritize, manage time, and meet deadlines with accuracy and attention to detail
  • Must be able to interpret verbal and/or written instructions at a proficient level.
  • Must be able to communicate effectively and professionally on phone, email, and in-person.
  • Must be able to operate general office equipment (copier, fax, phone systems, etc.).
Working Conditions:
  • Typical office environment
  • Frequent social interaction


PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand and to reach above shoulders with hands and arms in order to file a variety of documents; use hands and fingers to input data to information system; and talk or hear in order to gather and provide information on departmental processes. The employee is often required to sit in order to process information and conduct data entry activities.

ENVIRONMENTAL DEMANDS
Work is performed in a climate-controlled office without exposure to adverse environmental conditions such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, machinery, vibrations, electric currents, traffic hazards, toxic agents, violence, disease, or pathogenic substances.

Rate of Pay: $23.00 - $25.00 an hour depending on experience.

Company Description

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 www.associaonline.com.

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