What are the responsibilities and job description for the Accounting Specialist - HOA/Property Management position at Westwood Management, Inc.?
Role Description
Westwood Management is expanding its team in the greater Nashville area and is seeking an experienced Accounting Specialist/Bookkeeper to support financial operations across multiple Homeowners Associations (HOAs). This full-time, on-site role in Franklin, TN is ideal for a detail-oriented professional who thrives in a collaborative, fast-paced, and customer-focused environment.
In this role, you will manage day-to-day accounting functions, including preparing and analyzing financial statements, maintaining accurate journal entries, and overseeing financial transactions within accounting systems. You will work closely with Property Managers and other departments to ensure financial accuracy, compliance, and strong operational support.
The ideal candidate has a solid foundation in accounting principles, strong organizational and communication skills, and the ability to clearly present financial information to Property Managers, Board Members, and homeowners. This position is well-suited for someone who takes ownership of their work, can manage multiple accounts with precision, and values integrity and financial stewardship within a growing organization.
About the Role:
- Manage full-cycle bookkeeping for multiple Homeowners Associations
- Process accounts payable, including coding invoices and coordinating vendor payments
- Process homeowner assessment payments and monitor accounts receivable
- Manage collections processes, including delinquency notices and payment plans in coordination with Property Managers
- Reconcile multiple bank accounts monthly, including operating and reserve accounts
- Prepare and distribute monthly financial statements to HOA Boards
- Assist in preparation of annual budgets in collaboration with Property Managers and Board Members
- Track and report on reserve funds and capital improvement expenditures
- Coordinate annual audits, reviews, and tax return preparation with external CPAs
- Maintain accurate general ledger records and ensure proper fund accounting for each association
- Monitor compliance with governing documents related to financial procedures
- Assist with year-end closing processes
- Maintain organized financial records in accordance with best practices and company standards
- Support internal process improvements to enhance reporting accuracy and efficiency
- Collaborate proactively with Property Managers on financial planning, vendor management, and project tracking
About You:
- Bachelor’s Degree in Accounting, Finance, or related field preferred (or equivalent experience)
- 3–5 years of bookkeeping or accounting experience required
- Experience with real estate and Homeowners Association (HOA) accounting required; strong understanding of fund accounting preferred
- Strong understanding of GAAP and financial reporting principles
- Experience managing multiple entities/accounts simultaneously
- Proficient in QuickBooks or comparable accounting software (experience with HOA management software is a plus – ex: Appfolio, Buildium, Vantaca, Yardi)
- Advanced proficiency in Excel and/or corresponding Google Sheets tools
- High level of accuracy and attention to detail
- Strong written and verbal communication skills
- Organized with the ability to prioritize multiple deadlines and monthly cycles
- Ability to handle sensitive financial information with discretion and professionalism
- Self-motivated, dependable, and solution-oriented