Serve as the primary accounting expert and trusted advisor for clients.
Provide clear, digestible explanations of technical accounting topics to non-technical customer stakeholders.
Support customers with budgeting, long-term financial planning, loan documentation, special assessments, and reserve planning.
Address high-level client financial questions, supporting their ability to make informed business decisions.
Build strong, professional relationships that drive customer confidence and retention.
Partner closely with Relationship Managers to ensure aligned messaging, coordinated communication, and a seamless customer experience.
Collaborate with AP and AR teams to resolve issues, validate transactions, and ensure accurate financial results.
Work with onboarding teams to support smooth client transitions and proper setup of accounting structures.
Assist with audit requests, compliance documentation, and financial reporting preparation as needed.
Support customer projects such as loan packages, refinancing, reserve studies, and special assessment calculations.

5–7 years of progressive general ledger accounting experience.
Strong understanding of GAAP principles and financial statement relationships (I/S, B/S, cash flow).
Experience advising or communicating with non-financial stakeholders.
Proven ability to translate technical accounting into simple, clear explanations.
Strong interpersonal skills, with the ability to build trust and goodwill with clients.
Experience supporting budgets, loans, reserves, or special assessments preferred.
Proficiency with ERP/accounting systems and Microsoft Excel.
Ability to multitask, prioritize, and manage multiple client deadlines.
High attention to detail and a commitment to accuracy and consistency.
Experience in a multi-client, professional services, or outsourced accounting environment is a plus.

The pay range is inclusive of base salary plus any applicable bonuses or commissions.

Accounting Manager

Key skills