
Real Estate Financial Specialist
7 days ago
Job Title: Financial Operations Specialist
Job SummaryWe are seeking a highly organized and detail-oriented professional to manage financial records, reconcile accounts, and support property management operations. This role is ideal for someone with a strong background in real estate accounting and a proactive approach to financial accuracy and compliance.
Key Responsibilities- Maintain accurate financial records for multiple properties using advanced software tools.
- Process accounts payable and receivable, including vendor bills and tenant payments, ensuring timely and efficient transaction processing.
- Reconcile bank accounts, trust accounts, and credit card statements monthly, identifying and resolving any discrepancies or issues.
- Prepare owner statements, financial reports, and draw schedules, providing stakeholders with accurate and reliable information.
- Monitor and manage tenant ledgers, security deposits, and lease-related transactions, maintaining up-to-date records and ensuring compliance with regulatory requirements.
- Ensure compliance with GAAP and real estate-specific accounting standards, maintaining the highest level of financial integrity and accuracy.
- Collaborate with property managers to resolve discrepancies and support audits, working together to achieve business objectives.
- Assist in budgeting, forecasting, and year-end financial preparations, providing valuable insights and recommendations to inform business decisions.
- Handle tax documentation, 1099s, and other regulatory filings as needed, ensuring compliance with relevant laws and regulations.
- Bachelor's degree in Accounting, Finance, or related field (preferred).
- CPA or Bookkeeping Certification (a plus).
- Minimum 3 years of bookkeeping experience, preferably in real estate.
- Proven expertise in advanced software tools, such as AppFolio.
- Experience managing financials for multiple properties or portfolios.
- Advanced proficiency in AppFolio, QuickBooks, and Excel.
- Strong understanding of real estate accounting principles.
- Excellent attention to detail and organizational skills.
- Ability to work independently and meet deadlines.
- Strong communication skills for cross-functional collaboration.
- Familiarity with U.S. property management practices.
- Experience with trust account reconciliation and owner draw processes.
- Comfortable working in a remote, fast-paced environment.
This role offers a competitive salary and benefits package, as well as opportunities for professional growth and development.
OthersJoin our team and contribute to the success of our organization.
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