HOA Account Specialist- Community Management

CLARK SIMSON MILLER•Charlotte, NC

14h•Hybrid

About The Position

The HOA Account Specialist will be responsible for managing HOA accounts, including processing vendor invoices, managing accounts receivable, and ensuring financial accuracy. This role requires strong organizational and communication skills, proficiency in Google Suite, and a solid understanding of fundamental accounting principles. The specialist will work with a diverse clientele and collaborate with team members to maintain client relationships and ensure efficient operations.

Requirements

High School Diploma
2-5 years related experience; or equivalent combination of education and experience
Proficient with Google Suite applications including Gmail, Docs and Sheets
Strong interpersonal, written and verbal communication skills required
Ability to multitask and work autonomously within established procedures and practices with limited supervision, set priorities, meet deadlines, work under pressure and adjust to change.
Strong decision-making, organizational and problem-solving skills
Must be physically present in the office as the needs of the business dictates.

Nice To Haves

Equivalent combination of education and experience

Responsibilities

Proficiently use Google Suite applications including Gmail, Docs, and Sheets.
Communicate effectively in person or via telecommunications with clients and co-workers.
Multitask and work autonomously within established procedures and practices with limited supervision, set priorities, meet deadlines, work under pressure, and adjust to change.
Read ledgers to follow transactions.
File accounting documents.
Review financial statements for accuracy and completeness.
Communicate via phone and email with clients and fellow employees.
Apply fundamental accounting theories and concepts to support the Accounts Payable process.
Assist with the setup and maintenance of new and existing vendor payable accounts.
Assist with the monthly Accounts Payable close and accrual process.
Understand cash flow process for HOAs.
Collect and monitor W-9 forms and certificates of insurance for all vendors for HOAs.
Review all invoices to double-check for accuracy and avoid duplicate payments.
Process vendor invoices on a daily basis and ensure all client invoices are paid on a monthly basis.
Process and distribute billing statements for clients.
Monitor accounts receivable for clients and initiate collections when necessary.
Identify accounting errors or discrepancies on financial statements.
Handle or facilitate all client inquiries and requests.
Communicate well with fellow employees and be comfortable working as part of a team.
Demonstrate integrity and strong character.
Demonstrate the ability to manage time to maximize the maintenance of on-going client relationships.
Demonstrate excellent customer service skills and generally enjoy working with a diverse clientele.
Demonstrate the ability to independently manage workload, priorities, deadlines, work under pressure, and adjust to change.
Perform other duties as assigned.