Description
Essential Functions
An individual must be able to successfully perform the essential functions of this position with or without a reasonable accommodation.
- Proficient with Google Suite applications including Gmail, Docs and Sheets
- Communicate effectively in person or by using telecommunications with our clients and fellow co-workers
- Strong interpersonal, written and verbal communication skills required
- Ability to multitask and work autonomously within established procedures and practices with limited supervision
- Strong decision-making, organizational and problem-solving skills
- Read Ledgers to follow transactions
- Communicate Correspondence
- Applies fundamental accounting theories and concepts to support financial statement creation
- Perform the monthly preparation of bank reconciliations
- Perform the monthly preparation of financial reports
- Process checks related to insurance claims, CD maturity, etc. Provide information for annual audits
- Understand cash flow process regarding reserves for HOAs
- Demonstrate excellent customer service skills and generally enjoy working with a diverse clientele
- Demonstrate the ability to independently manage workload, set priorities, meet deadlines, work under pressure and adjust to change.
- Demonstrate the ability to manage time in order to maximize the maintenance of on-going client relationships
- Demonstrate integrity and strong character
- Filing of accounting documents
Requirements
Education and Training:
- High school diploma required; Bachelor’s degree preferred
- 3-5 years related experience; or equivalent combination of education and experience
Adaptability
- Adapts to changing work demands.
- Stays focused on own work when faced with challenges and/or difficulties.
- Stays open to and learns from feedback.
Physical Activities
The following physical activities are necessary to perform one or more of the essential functions of this position.
- Moves, lifts, carries supplies weighing less than 20 pounds without assistance.
- Creates documents, reports, etc. using a writing instrument or computer.
- Ability to enter and locate information on a computer.
- Visually verifies and/or reads information.
- Sits for an extended period of time.
- Must be physically present in the office as the needs of the business dictates.