Summary description:
The Account Manager is responsible for overseeing the financial management of multiple homeowners associations (HOAs) and the internal finances of PMI Buckeye Services. This role ensures financial accuracy, compliance, and efficiency while providing clear financial reporting to HOA Boards and company leadership.
Job description:
Key Responsibilities & Expectations1. HOA Financial Management• Maintain and reconcile financial records for multiple HOAs, including accounts payable, accounts receivable, and general ledger entries.• Generate and distribute monthly financial reports to HOA Boards in a timely manner.• Assist in the preparation of HOA annual budgets, reserve fund analysis, and financial statements.• Oversee assessment billing, collections, and delinquency management.• Ensure accurate vendor payments, contract compliance, and financial reconciliation for HOAs.• Provide financial insights and recommendations to Board members.2. Business Financial Management• Oversee PMI Buckeye Services’ financial operations, including bookkeeping, payroll processing, and financial reporting.• Develop and maintain company financial forecasts and budgets to support business growth.• Manage cash flow, monitor expenses, and ensure financial efficiency.• Assist in tax preparation, audits, and regulatory compliance.• Identify and implement financial process improvements for efficiency and accuracy.3. Compliance & Risk Management• Ensure adherence to HOA governing documents, state regulations, and accounting standards.• Maintain confidentiality and security of financial records and transactions.• Mitigate financial risks through proactive oversight and best practices.4. Communication & Collaboration• Serve as the financial liaison between PMI Buckeye Services, HOA Boards, and vendors.• Provide timely responses to financial inquiries from Board members and stakeholders.• Work closely with other team members to align financial processes with operational goals.Performance Metrics (KPIs)• Financial Accuracy: Maintain a 98% or higher accuracy rate on financial reports.• Timeliness: Ensure all financial reports and budgets are delivered on schedule.• Collections Efficiency: Maintain a delinquency rate under [target percentage] across HOAs.• Budget Adherence: Ensure HOA and company budgets align with projected expenses and revenue goals.Competencies & Skills Required• 3+ years of experience in financial management, preferably within property management or HOA accounting.• Strong knowledge of accounting software (QuickBooks, CINC Systems, or similar).• Excellent attention to detail, organization, and problem-solving skills.• Strong written and verbal communication skills for financial reporting and stakeholder engagement.
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Eligibility factors:
All Services
