Accounting Coordinator

About the role

Keystone Pacific Property Management, LLC is a prestigious community 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 clients in planned-unit developments, condos, mixed-use, commercial, new project developments, large-scale onsite communities, and master-planned community associations.

The Accounting Coordinator works with other members of the accounting department to compile, analyze, and report financial data, ensuring all financial records are accurate and complete. This role is highly involved in account merger and acquisition transitions and works closely alongside the Banking division.

Responsibilities

• Processes lockbox payments and exceptions.
• Creates and audits Lockbox and Online Payments.
• Handles adjustments and processes return notices regarding ACH and online payments from City National Bank.
• Manages commercial account payments and addresses payment/portal inquiries.
• Configures software based on client needs in Portal and ERP System.
• Coordinates new account transition activities, including inputting/importing accounting information into new software.
• Handles accounts receivable balance forwards and analyzes/interprets accounting records from prior management.
• Notifies third-party vendors (e.g., banks, attorneys, PayLease) of the new management company.
• Prepares Treasury services for new accounts and delinquency resolution.
• Coordinates first delinquency spreadsheet and reviews/releases signature cards.
• Inputs ACH applications and creates/audits the Main ACH file for Caliber while maintaining online payment reports.
• Coordinates termination of associations and closes prior management accounts with various banks.
• Coordinates with banks to send new investment paperwork.
• Handles deposits as assigned.
• Adheres to Keystone’s Core Values, Mission, and Vision.
• Performs additional job duties as required by the supervisor.

Requirements

• General knowledge of GAAP Accounting.
• Exposure to financial reporting.
• Ability to multitask with strong attention to detail.
• Advanced knowledge of MS Excel.
• Effective communication in a team environment.
• Excellent interpersonal skills.
• Verifiable references and ability to pass a background check.

Qualifications

• Minimum 1 year of experience in a Clerical/Administrative role required.
• Minimum 1 year of experience in an Accounting-related role preferred.
• High School Diploma or GED required.
• Bachelor’s Degree preferred.

Benefits

• Competitive salary.
• Hybrid and flexible working arrangements.
• Work-life balance.
• Opportunities for career growth and training/mentorship from industry leaders.
• Support for continued education.
• Cell phone stipend and mileage reimbursement.
• Medical (HMO and PPO), Dental, and Vision coverage.
• Flexible Spending Account.
• Pet Insurance and Pre-Paid Legal services.
• 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.
• Paid Time Off (PTO).
• 12 Paid Holidays (including floating holiday, half days, and early office closures before certain major holidays).

Work Environment

The work environment is a typical office setting with low-level noise exposure. The role requires professionalism, professional attire, and the ability to sit, stand, and operate business equipment. Reasonable accommodations may be made for individuals with disabilities.