What are the responsibilities and job description for the Client Accounting Lead position at Associa?
We are seeking a Client Accounting Lead to join our team. This role combines hands‑on accounting work with leadership, client support, and financial oversight. You’ll manage the accounting cycle, produce accurate financial statements, support community association clients, and help drive process improvements within a fast‑paced accounting environment.
This position is ideal for someone who enjoys both analytical work and client interaction, and who thrives in a detail‑driven role with opportunities for leadership.
What You’ll Do
Financial Reporting & Analysis
- Prepare and review monthly financial statements, including balance sheets, income statements, cash flow statements, trends, delinquencies, prepaid accounts, and bank reconciliations.
- Perform variance analysis for budgets and prior-year performance.
- Support external auditors by preparing documentation and responding to audit inquiries.
Daily Accounting Operations
- Manage general ledger activity, journal entries, AP/AR corrections, recurring charges, and payroll transaction oversight.
- Oversee adherence to accounting policies, procedures, and GAAP standards.
- Monitor financial performance, expenditures, and identify corrective actions when issues arise.
Client & Stakeholder Support
- Serve as a contact for Community Association Managers and boards regarding monthly financial statements.
- Manage onboarding for new association clients, including bank account setup, closing accounts, signature card processing, and initial budget entry.
- Attend virtual or in‑person board meetings as needed.
Leadership, Training & Process Improvement
- Train internal staff on financial statements, budget processes, and accounting procedures (AP/AR/GL).
- Identify opportunities to improve accounting processes and support cross‑department financial decision‑making.
- Ensure compliance with regulations and internal standards while maintaining strict confidentiality
Work Environment & Schedule
- Typical office environment with frequent interaction and occasional overtime.
- Limited travel may be required depending on client needs.
Why Join Us
- Opportunity to lead high-impact financial operations.
- Blend of client-facing and analytical work.
- Stable industry with continuous professional development.
- Collaborative and supportive team environment.
Qualifications:
- 3-5 years of related accounting or financial property management experience.
- 1-2 years of supervisory or management experience.
Preferred Qualifications
- Bachelor’s degree in Accounting, Finance, or related field
- Solid knowledge of GAAP and strong proficiency in Microsoft Office, especially Excel.
- Strong understanding of AP, AR, GL, and budget implementation.
- Excellent written, verbal, and interpersonal communication skills.
- Exceptional attention to detail, time management, and prioritization abilities.
- Ability to partner effectively with managers, boards, clients, vendors, and internal teams.