Financial Associate

RIZZETTA & COMPANY INC • Tampa, FL

2d • $53,200 - $55,400 • Onsite

About The Position

The Financial Associate is instrumental in the delivery of financial services to our Community Development District (“CDD”) clients. This position combines elements of finance, accounting, and real estate. An Associate’s primary duty is to compile and populate multiple assessment and tax rolls on an annual basis; communicate with county property appraisers and tax collectors for transmission of data; calculate, provide, and track bond payoff requests; prepare ad hoc financial analysis related to real estate or municipal bond transactions; assist the Financial Services Manager, as needed.

Requirements

• Bachelor’s degree in Finance, Accounting or General Business.
• 2 years of similar work experience.
• Knowledge and application of Microsoft Excel and Word.
• Knowledge and application of basic financial principles.
• Strong written and verbal communication skills.

Nice To Haves

• Real estate knowledge/experience.
• Ability to work independently in a fast-paced environment.
• Ability to coordinate/manage multiple projects at the same time.
• Ability to interact and communicate effectively with colleagues and customers/clients of all professional levels.
• Demonstrate organization, attention to detail, problem solving, creative, and independent thinking.
• Demonstrate a commitment to the company’s philosophy of high quality, professionalism, and organizational culture.

Responsibilities

• Responsible for compiling assessment data and submission to county property appraisers for a portfolio of multiple CDDs.
• Responsible for the creation and delivering of invoices for collecting “direct-billed” assessments to certain property owners for multiple CDDs.
• Responsible for calculating, delivering, and recording CDD estoppels and bond pay-off requests.
• Responsible for calculating debt service true-up payment calculations, as needed.
• Respond to builder/developer client requests for “what-if” real estate and bond scenarios.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level