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RealManage · 12 hours ago

Onsite Financial Manager (Stonebridge Ranch)

McKinney, TX

Full-time

Onsite

Mid Level

RealManage is a company that specializes in the management of community associations with onsite staff, and they are seeking an Onsite Financial Manager for their Stonebridge Ranch community. The role involves providing financial management consultation services, overseeing general ledger and cash management, and ensuring client satisfaction and retention through effective financial reporting and relationship management.

Real Estate

Responsibilities

Client contractual service deliverables including review and approval of invoice workflows, production of monthly financial reports and review of annual budgets

Managing the monthly pre-close and close processes for a portfolio of communities

Managing the preparation process for annual budgets

Relationship with client board of directors

Managing the daily flow of financial service inquiries and requests

Client billing for services performed outside the service level agreement

Client satisfaction and retention

Troubleshooting and resolving escalated accounting issues

Liaison with Shared Services departments providing accounts payable, accounts receivable, property conveyances, community banking, collections, audit & tax, insurance, corporate accounting, Information Technology and transition services in the delivery of overall financial management services

Process improvement recommendations and implementation

Becoming a “subject matter expert” on the technology platform with respect to the delivery of accounting and financial management services

Projects as required to increase our ability to service our clients

Other duties as assigned by your supervisor

Qualification

Financial reportingCash managementGeneral ledgerBudget preparationClient relationship managementProcess improvementAccounting expertiseCommunication skills