Financial Associate

Job Description

Job Description

Job Summary

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.

Essential Functions

➢ 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.

Education

Required - Bachelor’s degree in Finance, Accounting or General Business.

Experience

Required

➢ 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.

Preferred - Real estate knowledge / experience.

Job Skills

➢ 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.

Supervisory Responsibilities

N / A

Work Environment

Professional office environment.

Physical Demands Physical demands are essentially those of sedentary work. Must be able to periodically drive to different office sites.

EEO Statement

Rizzetta & Company is an Equal Opportunity Employer. Our Company does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.