Financial Manager

Description

As a Financial Manager you will be the lead accounting relationship manager with the management team and client. The Financial Manager will have a portfolio of clients where they present financial statements and budget templates, answer questions, provide manager and Board support, prepare monthly financial reviews and recommendations, and attend Board meetings.

Essential Duties & Responsibilities

The Financial Manager must possess a high degree of accountability, a sense of urgency, commitment, ownership, and passion for financial statement presentations and building great relationships. The Financial Manager will establish action plans to provide the clients with financial awareness and education to enhance the clients financial condition. This position will collaborate with clients and boards as needed to support special projects, financial analytics, modeling, and reporting.

The Financial Manager must have excellent communication skills to partner with operations, interact with both internal and external clients, and be a knowledgeable leader in financial accounting and the property management industry. Sound business understanding and presenting practical solutions are crucial requirements.

• Review the monthly financial statements with analytical insight to summarize and present to Clients/ Boards, highlighting the variances, key drivers, potential risks, and opportunities.

• Prepare Annual operating budget template for managers to present to the clients. Interface with the Manager and Board throughout the budget process. Review the final budget for accuracy.

• Review closing schedules, accruals, pre-payments, depreciation and amortization schedules and reconcilations, ensuring accuracy and completeness of the results

• Partner with operations and, in collaboration, identify key drivers, variances, and potential risks and opportunities to include in monthly financial reports.

• Provide information and interface with external auditors who prepare client audits

• Schedule meetings with Boards to review/respond to questions and deliver finance write-ups after each board meeting

• Contributes to team efforts by accomplishing related tasks as needed

• Practice and adhere to FirstService Residential Global Service Standards

• Conduct business at all times with the highest standards of personal, professional, and ethical conduct

Supervisory Responsibility

• There are no direct reports to the Financial Manager position

Education, Experience, and Licensing Requirements

• Bachelor’s degree in Accounting, finance, economics, or statistics required, with a master’s degree preferred

• Proven experience working as a senior level accountant or financial analyst

• Proven proficiency in spreadsheets, databases, and financial software applications

• At least 10 years of experience in accounting/ financial reporting with a proven understanding of Generally Accepted Accounting Principles

• Excellent reporting, presenting, and communication skills

• Hands-on Month-end closing experience with a large multi-entity organization, Bank reconciliations, BS schedules, and analysis for mid to large companies

• Knowledge in fund accounting, reserve, operating, and investment funds and management reporting.

System Proficiencies

• Experience in Jenark/ Yardi/ Dynamics GP/ Quick Books/ CINC/ Oracle/ SAP

• Advanced knowledge of Microsoft Office Suite, especially Excel

• Other systems experience ClickPay, ADP, AvidXchange

• Experience in Banking platforms, Fund accounting, and reporting

Knowledge, Skills, & Proficiencies

• Excellent organizational skills and project management

• Exceptional communication and interpersonal skills, A team player

• Advanced written communication skills, not afraid to roll up the sleeves to get the job done

• Ability to work under pressure, adjust to constant changes, handle multiple tasks, and coordinate the work of others

• Ability to keep complex records, assemble and organize data of complex nature, and prepare and submit reports in acceptable formats and on time

• Conceptualize, plan, and organize multiple programs and assignments effectively

• Ability to work on complex and confidential tasks utilizing judgment and tact

• Skill in collaboration, developing, and maintaining good working relationships

Tools, Systems, & Equipment Used

• Computer and peripherals

• Accounting systems - Jenark/ Yardi/ CamAcct/ Dynamics GP/ MRI

• Other solutions: AvidXchange, Concur, ADP, multiple banking platform standards, customized software applications and tools, and standard office equipment.

Physical Requirements / Working Environment

• This position is hybrid, with specific in-office days to be provided

• Capable of working extended hours, including evenings, weekends, and holidays as necessary

• Can see well enough to read faint or partially obscured writing or printing, with corrective lenses if needed

• Must be able to speak English in a clear and understandable voice so that various types of communications may be conducted with people of different levels of education and capabilities, including exchanging and receiving information over the telephone

• The position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying, and moving objects weighing up to 15 lbs. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary

• This position will involve working indoors in a controlled climate and proper lighting

• Must be able to interact with all types of individuals and be mentally alert, detail-oriented, and with good reasoning skills

• Must be able to work in small and confined spaces for extended periods

• Must have finger dexterity for typing/using a keyboard
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  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

What We Offer:

As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, and vision. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.

Compensation: $85,000/annualy

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work employees perform within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management can assign or reassign schedules, duties, and responsibilities to this job at any time.