Rentvine · 2 months ago
Financial Onboarding Specialist
Estero, FL
Full-time
Onsite
Entry Level
1+ years expRentvine is the fastest-growing property management software company in the industry, ranked #60 on the 2025 Inc. 5000 list. In this role as a Financial Onboarding Specialist, you will play an integral part in the customer’s onboarding process, ensuring their financial balances are migrated correctly and providing support for trust accounting solutions.
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Responsibilities
Assist customers with gathering their ledger balances within their trust bank accounts as of their predetermined cutoff date
Analyze financial reports from the customer’s current property management software to build the financial balance forward workbook
Point out mismatches between customers’ bank accounts to make best practice suggestions on how to handle this within the Rentvine software
Assist customers with bank reconciliations, recording journal entries and bank transfers, recording and releasing security deposits, escrow mismatches, and other common trust accounting procedures
Qualification
Required
1 -3 years of experience in Accounting/Finance
Intermediate to advanced technical skills in Excel
Highly detailed oriented and organized with proven accuracy
Preferred
Experience in Trust Accounting or Property Management
Company
Rentvine
Rentvine simplifies property management with powerful automation and support so you can grow your business with ease.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$78.03MKey Investors
Mainsail Partners
2024-08-26Private Equity· $74M
2023-10-03Series Unknown· $1.7M
2023-02-03Series Unknown· $1.15M
Leadership Team
Anthony Yezek
Chief Financial Officer
Recent News
2025-11-22
Company data provided by crunchbase