Do you aim high? Are you genuinely helpful? Are you looking for a place where you can make a difference, receive ongoing support and training, and build a rewarding, long-lasting career? Then you may be a good fit for FirstService Residential, North America's foremost property management firm. We're all about our associates, and as we continue to grow, we're looking for even more quality people who share our dedication to doing what's right, improving residents' quality of life, building great relationships and truly making a difference for their clients, their colleagues and themselves. Is that you? If so, we think you should get to know us.
The Director of Client Accounting is a key company leader who ensures the accurate, timely and efficient delivery of financial information to FirstService Residential clients for the state of Arizona. Each FirstService Residential client is a separate business with its own unique budget, vendors, investments, and priorities. The Director partners with regional operations leadership and community managers to promote client retention, build solid client relationships and help drive growth in the region.
The Director is the "go to" person for any client financial issue and needs to have an excellent working knowledge of HOA accounting issues, including civil code requirements, collection activities, budgeting, and pro-active risk management. The Director has direct oversight over their General Ledger staff; and ultimate accountability for all Client Accounting service and deliverables. Any issues with accuracy, timeliness or responsiveness will be escalated to the appropriate Client Accounting Supervisor or Senior Manager for mutual resolution.
Essential Duties & Responsibilities
The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty.
- Direct the efforts of the general ledger staff to ensure monthly financial statements are prepared in a timely and accurate manner.
- Perform a detailed review of all client financial statements each month and identify potential errors or areas of risk including: variances to budget, linkage to supporting schedules, lingering bank reconciliation items, cash shortages, investment management opportunities, etc...
- Troubleshoot any accounting or reporting issues in collaboration with the Community Manager or CM leadership as needed.
- Listen to clients, plan for their changing needs, monitor client satisfaction and follow up on client inquiries, requests, or complaints.
- Analyze and implement agreements between entities and manage communication among parties and attorneys. Identify implementation challenges and work with all parties to resolve.
Planning & Budgeting
- Assist the Community Manager with annual budgeting and required civil code disclosures.
- Ensure the Community Manager has the appropriate tools to bring before the board. Review / challenge reserve studies when warranted.
- Attend client meetings to explain a potential multitude of accounting topics including financial statement review, budget process, homeowner collections, and investment opportunities.
- Identify trends early and develop plans to mitigate risks and reduce client "surprises".
- Prepare multi-year cash flow analyses as needed or appropriate.
- Select, train and develop a highly productive team. Create an environment that provides direction and promotes continuous learning and development. Provide accurate, motivating feedback and constructive criticism. Promotes hard work in others by setting the example.
- Ensure the transaction processing team provides timely and accurate financial reports by defining and enforcing appropriate service level standards. Client retention is a key measure of success, so performance issues need to be surfaced with functional management as soon as possible.
- Model FirstService Residential leadership principles and Global Service Standdards in all every aspect of the job. Promotes excellence in others by meeting company standards of quality. Provide ad-hoc training to Community Managers as needed. Take full responsibility for all aspects of FirstService Residential service.
- Attend board meetings when appropriate. The Director is the "face" of FirstService Residential and needs to be able to present important issues to Boards of Directors along with appropriate recommendations.
- Sees matters from the clients' perspective as well as the companies' perspective to find approaches that work for both. Adept at handling contentious situations and managing change.
- Build organizational and industry relationships. Promote collaboration and remove obstacles to teamwork across the organization.
- Manage the set-up of new accounts. Assist with the collection of all required documents and data from the previous management company.
- Attend potential client sales presentations. Promote FirstService's accounting deliverables and internal controls.
- Ensure account information is set-up accurately in Jenark. Ensure the client is happy with the financial reporting format. Adjust as necessary
Additional Duties & Responsibilities
- Practice and adhere to FirstService Residential Global Service Standards.
- Conduct business at all times with the highest standards of personal, professional and ethical conduct.
- 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.
- 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.
- Ensure all safety precautions are followed while performing the work.
- Follow all policies and Standard Operating Procedures as instructed by Management.
- Perform any range of special projects, tasks and other related duties as assigned.
- Supervise General Ledger staff.
- Ensure transaction processing personnel meet all service level expectations and escalate / resolve any performance issues with the appropriate Supervisors.
Education & Experience
- Bachelor's Degree
- CPA Required
- Public Accounting (Audit) experience is helpful
- Must possess a valid driver's license and state mandated vehicle insurance
Knowledge, Skills & 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.
- Experience with CID accounting. Proficient in at least one accounting software package. Report-writing and database skill a plus.
- High level of proficiency in Microsoft Office, especially Word and Excel.
Excellent Written and Verbal Communication
- Writes clearly and succinctly in a variety of communication settings and styles. Can get messages across that have the desired effect.
- Ability to crystallize thought and anticipate roadblocks. Able to rally commitment and buy-in.
- Listens attentively; communicates clearly and often.
- Excellent general math skills.
- Analytic thinker with ability to investigate and solve problems.
Tools & Equipment Used
- General office equipment; computers, scanners, printers, software, etc
Physical Requirements / Working Environment
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Must be able to lift 25lbs.
- Must be able to sit for extended periods of time.
- Must have finger dexterity for typing/using a keyboard.
The work environment characteristics are normal office conditions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Due to the nature of the position, it will be necessary for the employee to work the hours necessary to attend Board meetings and to complete time sensitive deadlines.
- Consistent and regular attendance required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs.
- This position will require traveling to other offices and to Board meetings.