Description

Essential Functions

An individual must be able to successfully perform the essential functions of this position with or without a reasonable accommodation.

• Proficient with Google Suite applications including Gmail, Docs and Sheets
• Communicate effectively in person or by using telecommunications with our clients and fellow co-workers
• Strong interpersonal, written and verbal communication skills required
• Ability to multitask and work autonomously within established procedures and practices with limited supervision
• Strong decision-making, organizational and problem-solving skills
• Read Ledgers to follow transactions
• Communicate Correspondence
• Applies fundamental accounting theories and concepts to support financial statement creation
• Perform the monthly preparation of bank reconciliations 
• Perform the monthly preparation of financial reports 
• Process checks related to insurance claims, CD maturity, etc. Provide information for annual audits 
• Understand cash flow process regarding reserves for HOAs
• Demonstrate excellent customer service skills and generally enjoy working with a diverse clientele
• Demonstrate the ability to independently manage workload, set priorities, meet deadlines, work under pressure and adjust to change.
• Demonstrate the ability to manage time in order to maximize the maintenance of on-going client relationships
• Demonstrate integrity and strong character 
• Filing of accounting documents

Requirements

Education and Training:

• High school diploma required; Bachelor’s degree preferred 
• 3-5 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

The following physical activities are necessary to perform one or more of the essential functions of this position.

• 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.