HOA Transition In/Out Coordinator

Position Overview The Transition In/Out Coordinator for the Accounting Department is responsible for managing the financial transition process when homeowner associations (HOAs) are onboarded to or transitioned from the management company. This role ensures accurate transfer of financial records, balances, bank accounts, and documentation while maintaining compliance with accounting standards and company procedures. The coordinator works closely with accounting staff, community managers, board members, and external stakeholders to ensure a smooth and organized transition process. Major Duties and Responsibilities

• Coordinate the financial onboarding and offboarding of HOA communities entering or leaving the management portfolio.
• Review and organize financial records, including account balances, ledgers, vendor records, and homeowner account data.
• Assist with the setup of new association financials, including bank accounts, accounting software records, and chart of accounts.
• Ensure accurate transfer of financial documentation, including budgets, reserve accounts, owner balances, and vendor contracts.
• Reconcile association bank accounts and verify balances during transition periods.
• Work with community managers and prior management companies to obtain required financial records and documents.
• Maintain transition checklists and documentation to ensure all required steps are completed.
• Communicate transition timelines and provide updates to internal teams and HOA boards as needed.
• Ensure compliance with company policies, HOA governing documents, and accounting standards.
• Identify process improvements to streamline transition procedures. Education and Experience
• Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred.
• 2+ years of accounting, bookkeeping, HOA management, or property management experience preferred.
• Strong organizational skills and attention to detail.
• Knowledge of general accounting principles and financial record management.
• Proficiency in Microsoft Office, especially Excel.
• Experience with HOA or property management accounting software is a plus.
• Strong communication skills for coordinating with internal teams, HOA boards, and external parties.
• Ability to manage multiple transitions and deadlines simultaneously.
• HOA or property management accounting experience.
• Experience working with bank account setup and financial reconciliations.
• Familiarity with homeowner ledgers, assessments, and reserve accounts.

FT Benefits Paid Time Off Health insurance

Dental Insurance Performance Incentive Plan Pay:

$22.72 - $23.00 per hour

Benefits:

401(k) Dental insurance Health insurance

Work Location:

In person