Financial Coordinator for Associations Position Available In Pasco, Florida

Financial Coordinator for Associations

RIZZETTA & COMPANY INC – 2.8

Wesley Chapel, FL Job Details Full-time $50,000 – $54,000 a year 5 hours ago Qualifications Microsoft Excel CPA Mid-level Corporate accounting 3 years Supervising experience Accounting Associate’s degree Accounting Full Job Description Summary The Financial Coordinator performs all accounting and customer service-related duties for a portfolio of associations. The Financial Coordinator works closely, as a team, with the Licensed Community Association Manager (LCAM) for the assigned portfolio to provide the highest level of customer service. Essential Functions Prepares standard monthly financial packets and backup schedules for designated associations to include but not limited to the following: Accrued Expenses Payable Balance Sheet Pre-Paid Owners Report Refundable Deposits Income/Expense Statement Check Register Reserve Contributions A/R Aging Summary Reserve Schedule A/P Open Items Prepaid Expenses Pre-Paid Insurance Insurance Payable Ensures reserves are properly funded according to the association’s approved budget. Reconciles the association’s bank accounts monthly. Researches and resolves owner issues pertaining to account balances and discrepancies via phone calls and/or emails. Processes annual coupon book orders and reorders for new sales and lost coupon books. Assists with incoming calls from mortgage and title companies, third party bank representatives, realtors, attorneys, vendors and/or board members regarding account balances, assessments, expenses of the association, payment of services, and questions related to the association’s financial matters. Applies all appropriate charges to owner ledgers. Processes accounts payables relating to designated associations. Works in conjunction with the association’s CPA in preparation of the association’s annual compilation, review and audit. Completes estoppel and online questionnaires for association property sales and answers all related calls. Submits W-9’s and copies of ledgers, as needed. Applies non-lock box payments to owner ledgers. Education and Experience Associate’s degree in accounting or related field or 3-5 years of industry accounting experience. Required Preparation of financial statements. Application of double entry accounting processes. Accounts receivable (A/R), accounts payable (A/P) and bank reconciliation. MS Outlook and Excel. Preferred Multi-company financial statements. Community management industry experience. Community management software knowledge.

Supervisory Responsibilities:

None Work Environment Professional office environment. Physical Demands Physical demands are essentially those of sedentary work. Tasks may require extended periods of time at a keyboard or workstation. Must be able to drive to different office sites from time to time.