The Financial Analyst / Property Accountant is responsible for preparing monthly and annual financial statements for an assigned portfolio of condo / co-op communities located through Westchester / NYC.
This role works closely with the property manager and resident board members to achieve the community’s financial goals.
Responsibilities include, but not limited to :
- Responsible for General Ledger Accounting for assigned portfolio of Condo / coop buildings
- Review all financial statements and make all adjustments that are deemed necessary
- Review budget to actual variances and present a variance explanation to the board as needed
- Communicating with the Board Treasurer and Board President regarding the financial position
- Strong working knowledge of general ledger, trial balance, accruals (on a cash basis), preparing custom reports and cash flow projections
- Investing client funds as directed by the Board
- Preparing and presenting budgets
- Reviewing new account financial files that have been transferred to AKAM to ensure we have copies of all documents and ensure all funds are transferred appropriately
- Assist with the annual audits
Qualifications :
- Must have bachelor’s degree in finance or accounting
- At least 2 years of Financial Analyst or Property Accountant experience within the real estate / or property management industry
- Experience in dealing with the monthly financial statements of condos / coops specifically
- Must have strong proficiency in Microsoft Excel and other MS Suite programs
- BJ Murray or Yardi software experience is a plus
Benefits :
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
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