Financial Manager (PTX2026)

RealManage•Plano, TX

10d•$85,000 - $95,000

About The Position

RealManage is a prominent national firm recognized on the Inc. 5000 list, operating across 16 states + Washington DC and serving a diverse array of clients including homeowners’ associations (HOAs), condominium associations, cooperatives, luxury high-rises, municipal utility districts, and master-planned communities. Our client base also includes nationally renowned developer and builder clients. Ranked among the top firms in the community management industry (#3 out of 5,000+), RealManage distinguishes itself by delivering exceptional solutions at competitive prices. We leverage cutting-edge cloud-based technologies and mobile apps, supported by industry-leading practices and a highly skilled workforce. Our mission at RealManage is to offer comprehensive and innovative solutions that consistently surpass customer expectations. We prioritize transparency and visibility in all client interactions, continuously measuring our performance to achieve rapid improvement. We foster a workplace culture that promotes professionalism, encourages growth, and embraces diversity. By maintaining financial strength and focusing on continual innovation, we aim to lead the industry with pioneering advancements. Join RealManage and contribute to a company dedicated to excellence, innovation, and delivering unparalleled service in community management. The Financial Manager is responsible for the client service and management of a team of accounting professionals in providing accounting, cash management, financial reporting and financial management consultation services for a large portfolio of community association clients. This position will interface with the property managers, general managers, property developers, community association Board of Directors and third-party service providers on financial matters. This is a "hands-on" position from an accounting perspective. The Financial Manager will be responsible for: Client contractual service deliverables including review and approval of monthly financial reports and annual budgets Managing the monthly pre-close and close processes Managing the preparation process for annual budgets Managing the daily flow of financial service inquiries and requests Client billing for services performed outside the service level agreement Client satisfaction and retention Recruiting, hiring, training and mentoring staff Troubleshooting and resolving escalated issues Coordinating with other CiraConnect SaaS Shared Services departments providing AP Lockbox, AR Lockbox, Property Conveyance Lockbox, Delinquent Account Collections, Audit-tax, Insurance, Corporate, Information Technology and Transition services in the delivery of overall financial management services Serving as the primary financial consultant with community managers and community Board of Directors Process improvement recommendations and implementation Becoming a “subject matter expert” in the CiraConnect SaaS technology platform with respect to the delivery of accounting and financial management services This description is not intended to be an exhaustive list of duties. The employee may perform other duties as assigned to meet the ongoing needs of the organization. Reasonable accommodations may be made to enable qualified individuals to perform the essential functions of this position.

Requirements

Accounting degree from a 4-year accredited college / university
2 years minimum experience as an Accounting Manager or Controller
Supervision of an accounting department with a minimum of 5 employees
Hands on experience with a mid to upper tier accounting software package
Demonstrated experience with a systems conversion and balance transfer
Exceptional computer skills (power user)
Excellent grasp of basic accounting theory and methods of accounting (accrual, cash and modified cash)
Ability to sit for prolonged periods at a desk and work on a computer.
Ability to occasionally stand, walk, bend, or reach as needed.
Ability to lift or move objects up to 10–15 pounds (e.g., files, office supplies).
Manual dexterity to operate a computer keyboard, mouse, telephone, and other office equipment.
Visual acuity to read printed materials, spreadsheets, and computer screens.
Hearing and speech ability to communicate effectively in person, by phone, and in virtual meetings.
Ability to work in a standard office environment with moderate noise levels.
Ability to work a standard schedule, with occasional extended hours as required.
Strong organizational and prioritization skills
Strong interpersonal/communication (written and verbal) skills
Ability to work efficiently in a dynamic, challenging, high change/growth environment

Nice To Haves

Real estate, property management and/or outsourced accounting / bookkeeping industry experience strongly preferred
CPA / graduate degree a plus

Responsibilities

Client contractual service deliverables including review and approval of monthly financial reports and annual budgets
Managing the monthly pre-close and close processes
Managing the preparation process for annual budgets
Managing the daily flow of financial service inquiries and requests
Client billing for services performed outside the service level agreement
Client satisfaction and retention
Recruiting, hiring, training and mentoring staff
Troubleshooting and resolving escalated issues
Coordinating with other CiraConnect SaaS Shared Services departments providing AP Lockbox, AR Lockbox, Property Conveyance Lockbox, Delinquent Account Collections, Audit-tax, Insurance, Corporate, Information Technology and Transition services in the delivery of overall financial management services
Serving as the primary financial consultant with community managers and community Board of Directors
Process improvement recommendations and implementation
Becoming a “subject matter expert” in the CiraConnect SaaS technology platform with respect to the delivery of accounting and financial management services