Financial Services Specialist

Keystone Pacific Property Management, LLC is a prestigious property management firm headquartered in Irvine, CA, with offices throughout Northern and Southern California, Colorado, and Idaho. Since 1982, we have led the way in providing superior customer care for our clients in planned-unit developments, condos, mixed-use, commercial, new project developments, large scale onsite communities and master-planned community associations.

We have excellent opportunities for a Financial Services Specialist to join our amazing environment with an opportunity for continuous growth and development, please read below!

Summary: The Financial Services Specialist reports to the General Manager of the community and is responsible for processing invoices, conducting monthly reports in preparation for financial statements, and set up bank signature forms for new and existing Board Members.

Why Join Keystone?

Keystone is a company dedicated to empowering our team members to improve people’s lives beyond expectations. We set ourselves apart by providing an excellent level of service to our team members and clients.

As a member of our team, your talents will be nurtured, and your contributions will be supported in a value-based environment that fosters the type of professional quality our customers have come to rely upon.

We provide an environment for people that nurtures leadership and promotes personal success and rewards those who exceed expectations. We foster a culture of open feedback and continuous growth.

What We Offer:

• Competitive Salary
• Work-Life Balance
• Opportunities for career growth
• Training and mentorship from successful leaders in the HOA industry
• Cell Phone Stipend
• Mileage Reimbursement
• Medical (HMO and PPO), Dental, and Vision
• Flexible Spending Account
• Pet Insurance
• Pre-Paid Legal
• Employer Paid Basic Life/AD & D Insurance
• Voluntary Life and Short-Term Disability Insurance
• Free Employee Assistance Program
• 401(k) Retirement plan with Company Match
• Financial and Health/Wellness Education
• Bereavement and Mandated Leave of Absence Applicable
• PTO
• Birthday Time Off
• 11 Paid Holidays (Half Days/Early office closure before certain major holidays)

Essential Job Duties and Responsibilities:

• Reviews, codes, scans, and transmits invoices and distributes to Directors and Managers for approval.
• Reviews and codes invoices in Strongroom before approval.
• Handles all vendor inquiries and disputes.
• Generates Wire Transfer Authorization Forms to various vendors and transmits them for processing.
• Uploads vendor statements for ACH payments and codes and posts ACH invoices as paid in Strongroom.
• Copies the Association Controller on all outgoing wires and general ledger postings.
• Obtains and handles all documents for new vendors and expired documents for Non-Verified or Unverified vendors.
• Maintains Certificates of Deposit spreadsheet for several corporations.
• Generates Cash Flow reports for accounts using current general ledger balances and listing all upcoming projects per Board’s request.
• Prepares Investment Authorization forms for maturing CD’s and obtains Board’s signatures.
• Transmits signed investment forms for processing and Corporate Accounting for posting.
• Provides the following reconciled monthly reports to corporate accountant for the preparation of monthly financial statements, monthly cash deposits for Clubhouse and HOA services and emergency monitoring system equipment inventory. Reviews monthly financials and sends request to corporate to adjust accruals.
• Generates Income/Expense Accounts YTD Variances Report and Summarized Financial Statements Report.
• Monitors entries posted to GL.
• Prepares Bank Signature Forms for new and existing Board Members to sign after Annual Election.
• Mails completed and signed original forms to the Bank and sends information to Corporate Accounting.

Qualification Requirements:

• Ability to multitask.
• Strong attention to detail.
• Strong written and verbal communication skills.
• Ability to work well under pressure.
• Proficient in Microsoft Suite Programs.
• Strong efficiency in Excel.
• Excellent interpersonal skills.

Education and/or Experience:

• A minimum of 2 years of experience working in an Accounting related role.
• High School Diploma or GED required.

Work Environment:

The work environment characteristics described here are representative of those a team member would encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

• Typical office environment with low level noise exposure.
• Exhibit professionalism, professional attire, and demeanor at all times.
• Ability to sit, stand, and operate business equipment.

We invite you to view our LinkedIn, Instagram, and Facebook to get an inside look on what Keystone is all about! Check out our website at www.kppm.com. Click on “Careers” and stay connected!

Reasonable accommodation will be provided for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system, send an email to [email protected] for assistance. Please include a description of your requested accommodation, your name, and contact information. Note: This email address is not for general employment inquiries. Keystone will not respond to inquiries that are not related to accessibility of the on-line application system by individuals with disabilities.

Keystone Pacific Property Management, LLC is an equal opportunity employer. All applicants will be subject to a Background Check.