Client Financial Services Manager

About the role

The Client Financial Services Manager is responsible for partnering with Boards, Finance Committees, Treasures, operating leadership, and General Managers to address complex financial challenges and strengthen client confidence. They support teams in aligning reporting to client expectations and drive improved satisfaction and retention through problem-solving, education, and influence.

Responsibilities

• Review the monthly financial statements with analytical insight to summarize and present to Clients/Boards, highlighting the variances, key drivers, potential risks, and opportunities.
• Prepare Annual operating budget template for managers to present to the clients. Interface with the Manager and Board throughout the budget process. Review of the final budget for accuracy.
• Partner with operations and, in collaboration, identify key drivers, variances, and potential risks and opportunities to include in monthly financial reports.
• Provide information and interface with external auditors who prepare client audits.
• Schedule meetings with Boards to review/respond to questions and deliver finance write-ups after each board meeting.
• Contributes to team efforts by accomplishing related tasks as needed.
• Practice and adhere to FirstService Residential Global Service Standards.
• Always conduct business with the highest standards of personal, professional, and ethical conduct.
• Participate in training or company initiatives as assigned.

Requirements

• Bachelor’s degree in accounting, finance, economics, or statistics required, with a master’s degree preferred.
• Proven experience working as a senior level accountant or financial analyst with 7+ years’ experience in accounting / financial services, including a proven understanding of Generally Accepted Accounting Principles.
• Experience with HOA or member organization Boards of Directors preferred.
• HOA Leadership experience with large communities is a plus.
• Experience in banking platforms, fund accounting, and reporting.
• Hands-on month-end closing experience with large multi-entity organization, bank reconciliations, balance sheet schedules, and analysis for mid-to-large companies.

Qualifications

• Deep understanding of accounting systems and processes, and financial statement production.
• Advanced knowledge of Microsoft Office Suite.
• Exceptional written, verbal, and presentation skills.
• Detail oriented and strong organizational and multi-tasking skills.
• Critical thinking, problem solving, judgment and decision-making ability.
• Ability to effectively manage projects.
• Strong customer service skills and ability to build relationships with internal stakeholders.

Skills

• Excellent communication skills to partner with operations, interact with both internal and external clients, and be a knowledgeable leader in financial accounting and the property management industry.
• Sound business understanding and presenting practical solutions are crucial requirements.

Benefits

As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match.

Pay

$60,000 - $100,000/year