Client Accounting Financial Controller

Financial Management & Reporting

• Oversee a Home Owner Association (HOA) portfolio accounting team of 12 accounting professionals, including an accounting supervisor, lead accountants, and staff/senior level accountants.
• Oversee the monthly closing process, including review of complex financials, account schedules, reconciliations, accruals, and timely financial statement preparation in accordance with GAAP for assigned portfolio.
• Maintain a strong understanding of AP/AR/Banking functions and act as the liaison and escalation point to resolve complex or high-risk issues in these areas.
• Drive measurable financial quality improvement for 2026 focus associations
• Coordinate annual external audits, ensuring timely delivery of complete and accurate audit requested documents.
• Review board-approved budgets and coordinate appropriate resources to ensure accurate and timely input into reporting system.
• Manage the annual billing process in collaboration with the CSSC (Client Shared Services Center) billing & AR team.
• Manage fund transfers, including routine transfer and non-routine transfers, ensuring timely and accurate recording of the transfers.
• Manage special assessment process for the portfolio
• Manage and ensure accuracy of the Clearing accounts reconciliation process.

Branch Management

• Manage the hospitality branch team of 6 FTE
• Own the relationship with the Hotel Residence Finance and Accounting Leads, the property Residential Leaders, and the CSSC.
• Support and facilitate efforts with Associa sales to grow the Hospitality Residential Service Line of business, including new contract review.
• Lead and manage the portfolio administrative team, ensuring effective team training, performance oversight, and service quality standards.
• Monitor Salesforce ticket activities to identify trends, recurring issues, and root causes; develop targeted process improvements and training solutions based on findings.
• Pilot tax letter preparation for selected properties, establishing standardized procedures and evaluating scalability for broader implementation.
• Handle special billing requests
• Establish regular communication with property leaders to gauge & measure success and address opportunities.

Process Improvements, documentation, and trainings

• Manage and meet all KPI’s for the assigned portfolio for accounting and branch management.
• Identify the opportunities to enhance financial processes, improve efficiency, and strengthen internal controls across the portfolio.
• Develop and maintain comprehensive documentation of portfolio procedures and workflows to ensure consistency and scalability.
• Create standardized job aids and reference materials for residential leaders to drive clarity and alignment on financial processes.
• Lead and manage training initiatives for residential leaders and internal accounting team members to improve financial literacy, compliance, and operational effectiveness.
• Drive technology enhancements by evaluating current systems, identifying automation opportunities, and implementing more efficient tools to support daily accounting operations.

 

Qualifications

Qualifications, Education & Experience:

• Bachelor’s degree in Accounting or Finance.
• CPA or equivalent certification preferred.
• 7-10+ years of accounting experience with 2+ years in a Senior Manager level leadership role.
• Real estate industry experience preferred.

Skills & Competencies: 

• Strong knowledge of US GAAP and real estate accounting
• Proficiency in Microsoft Office (Word, Excel, Visio, PowerPoint, SharePoint).
• Conflict resolution and customer service techniques at an expert level.
• Project Management
• Willingness to develop Community Association Management Knowledge
• Excellent communication, leadership, and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment
• Team player
• Can clearly demonstrate proactiveness and improvement efforts in previous roles