Financial Operations Specialist
2 days ago
We are seeking a highly organized and detail-oriented individual 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 specialized software.
- Process accounts payable and receivable, including vendor bills and tenant payments.
- Reconcile bank accounts, trust accounts, and credit card statements monthly.
- Prepare owner statements, financial reports, and draw schedules.
- Monitor and manage tenant ledgers, security deposits, and lease-related transactions.
- Ensure compliance with GAAP and real estate-specific accounting standards.
- Collaborate with property managers to resolve discrepancies and support audits.
- Assist in budgeting, forecasting, and year-end financial preparations.
- Handle tax documentation, 1099s, and other regulatory filings as needed.
- 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 specialized software such as AppFolio (required).
- Experience managing financials for multiple properties or portfolios.
- Advanced proficiency in specialized software, 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.
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