Description
As a Finance Manager, you’ll be responsible for acting as a strategic intermediary between financial reporting, property management, and external clients. This position is focused on elevating client satisfaction by strengthening client relationships; additionally, the role involves facilitating effective communication and coordinating efforts across internal departments to ensure seamless service delivery.
Essential Duties and Responsibilities
This role serves as a business partnership role with our Regional Directors. It is also a direct client facing role with our clients’ board of directors. The duties and responsibilities of this role are as follows:
- Building and maintaining close relationships with treasurers and boards – providing ongoing decision support to keep the buildings in good financial order.
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Review a high volume of reports and perform various analyses of monthly/quarterly/annual reports, with excellent attention to detail and a proper sense of urgency.
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Responding to clients’ questions and providing helpful feedback and suggestions within Financial Management area.
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Participate in client meetings.
- Assisting in the onboarding of new properties.
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Building, maintaining, and improving relations between Client Accounting team, Community Manager, Regional Directors, and our clients.
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Review and present monthly financial statements.
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Offering guidance and expert advice to clients regarding our company’s Financial Management procedures and reporting processes.
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Assist Community Managers and Regional Directors in the budgeting process.
Additional Duties and Responsibilities-
Practice and adhere to FirstService Residential Global Service Standards.
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Conduct business at all times with the highest standards of personal, professional and ethical conduct.
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Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need for additional material and supplies.
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May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.
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Ensure all safety precautions are followed while performing the work.
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Follow all policies and Standard Operating Procedures as instructed by Management.
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Perform any range of special projects, tasks and other related duties as assigned.
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Use software programs including by not limited to, CamAcct, Avid, Microsoft Excel, Microsoft Outlook, Smartsheet & Microsoft Word.
Education and Experience-
Bachelor’s degree in accounting, finance or a related field, or equivalent work experience.
- 3 - 5 years’ experience in business partner role, with client-related experience preferred.
Knowledge, Skills and Proficiencies
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
- Demonstrated commitment to delivering an excellent client experience and maintaining high client satisfaction levels.
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Knowledge of assets, cash balance, and availability of funds for projects and cash flow management for capital improvements.
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Works effectively with coworkers, clients, customers, and others by sharing ideas in a constructive and positive manner; addresses problems and issues constructively to find mutually acceptable and practical business solutions.
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Must possess a high energy attitude and an ability to multi-task/prioritize different projects at any given time.
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Superior oral and written communication skills.
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Experience with financial and accounting programs such as Yardi, or other property management accounting software preferred.
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Proficiency in Microsoft Excel, Smartsheet, and other data management tools.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed 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 has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.
Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.
Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a “reasonable accommodation,” as defined under applicable disability laws, may make a request through our designated contact channel
[email protected].
Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at
[email protected]; we will respond in accordance with Local Law 144, within 30 days.
