Firstservice Residential

Financial Manager

Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or finance; MBA highly preferred.
  • 5+ years' experience in Financial Planning and Analysis management.
  • Strong leadership skills, preferably in multi-unit retail or property management.
  • Advanced proficiency in Microsoft Excel and PowerPoint; Great Plains/VENA skills are desirable.
  • Exceptional accuracy, precision, and organizational skills.
  • Excellent verbal and written communication skills.
  • Creative thinker, driven, self-motivated, and hands-on.

Responsibilities

  • Lead annual budgeting and quarterly forecasting processes.
  • Provide analytical support and business insights.
  • Benchmark and report on KPIs and new business analytics.
  • Oversee the development of financial tools for budgeting and forecasting.
  • Prepare quarterly and monthly financial reports with analysis.
  • Enhance performance through process evaluations and ROI assessments.
  • Develop financial models for strategic initiatives and decision-making.

Benefits

  • Comprehensive medical, dental and vision plans.
  • Paid time off and holidays.
  • 401k plan with company match.
  • Occasional travel for training and company functions.
Full Job Description
Description

Job Overview:

As Financial Manager of Client Accounting at FirstService Residential-the North American leader in residential property management- you'll play a visible, client-facing role helping guide the financial success of residential communities. Leveraging your accounting acumen, you'll turn complex financial data into clear insights, leading budgeting, forecasting, variance analysis, and strategic initiatives while serving as a trusted advisor to clients and leadership.

This role offers strong partnership with senior leaders, meaningful influence on performance and reporting, and excellent exposure within an industry-leading organization. If you're a strong, accounting professional seeking impact, growth, and a collaborative culture that values balance, this is a standout opportunity to build a rewarding long-term career.

This is a hybrid role based out of the Bethesda, MD office with occasional travel to communities in the area.

Your Responsibilities:

  • Annual budgeting, Quarterly forecast and board presentations.


  • Analytical, business insight support.


  • Bench marking, KPI reporting and new business analytics and support.


  • Lead and manage the continued development of Budgeting, Financial Forecasting, Operating Plan (short/ long range) and Modeling tools and process for the East and NYC regions.


  • Quarterly and Monthly Financial reports with analytical insight into key drivers.


  • Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, contract pricing/ renewals, new business acquisitions as well as new projects.


  • Develop financial models and analyses to support strategic initiatives, pricing, span of control, market restructure.


  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.


  • Supporting Senior Management Team and Departments heads with in-depth analysis.


  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance.


Skills & Qualifications:

  • Bachelor's degree in accounting or finance required; MBA highly preferred


  • 5+ years' experience as Manager or Director of Financial Planning and Analysis


  • Strong leadership skills required. Experience in multi-unit retail/ Property management preferred


  • Advanced Microsoft Excel and PowerPoint skills. Great Plains/ VENA skills desirable


  • Highest standards of accuracy and precision; highly organized


  • Articulate with excellent verbal and written communication skills


  • Ability to think creatively, highly-driven and self-motivated


  • Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity


Physical Requirements:

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.

  • Position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs. or more following appropriate safety procedures. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary.


  • Must be able to sit and stand for extended periods of time.


  • Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business.


  • Must have finger dexterity for typing/using a keyboard.


  • Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks on uneven areas.


  • Talking and hearing occur continuously in the process of communicating with guests, supervisors, and other associates.


  • Capable of working extended hours, including evenings, weekends, and holidays as necessary.


  • This position may alternate between working indoors in a controlled climate and with proper lighting, to an outdoors setting with variable climate and lighting.


  • Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills.


  • Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays. Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns.


  • Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties


The work environment characteristics are normal office conditions for the role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Schedule is subject to change based on business needs

What We Offer:

As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, and vision. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.

Compensation:

$85,000.00 annually

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.

About Firstservice Residential

FirstService Residential is a property management company that provides services to residential communities in North America. The company manages over 8,500 properties and 1.6 million residential units across the United States and Canada. FirstService Residential offers a range of services, including property management, financial management, maintenance and repair, and administrative support. The company is committed to providing exceptional service to its clients and improving the quality of life for residents in the communities it serves.
Learn more about Firstservice Residential
Size
25,000 employees
Market Cap
$7.3 billion
Industry
Founded
2012
5 Year Trend
+17%
NASDAQ

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