Property Management Trust Accountant – Senior

November 26

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ProfitCoach

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B2B • Financial • Real Estate

ProfitCoach is a financial performance and operations platform designed specifically for property management (PM) businesses. It helps entrepreneurs in the property management sector to measure, benchmark, and improve their financial performance while optimizing operational processes. With features like data-driven process design, real-time operational metrics, and community-based benchmarking, ProfitCoach empowers PM professionals to enhance profitability, boost team performance, and deliver superior client experiences.

11 - 50 employees

Founded 2019

🤝 B2B

🏠 Real Estate

📋 Description

• Ownership of functions • Communication • Inbox management • Weekly update email to client • Evaluate and implement routine client communication as needed • Notify the AE of client dissatisfaction, unmet deadlines, higher-level issues • Accounting requests including vendor credits, transferring funds, general receipts & deposits, tenant charges, tenant deposits, tenant credits, owner adjustments, ownership changes, owner cancellations, HAP payments, late fees, eviction notices, NSF processing, security deposits • A/P cycle management, including bill approval, management fee posting & payout, vendor payments • Owner accounting tasks, including statement review & sending, disbursements • Banking tasks including bank deposit follow-up, reconciliation troubleshooting & review, initiating transfers, corrective JEs, reviewing issued checks • Participate in setting and meeting SMART goals monthly and quarterly • Attend weekly company meetings • Participate in company initiatives

🎯 Requirements

• Background in Accounting or proven understanding of basic accounting principles • Experience with Appfolio • Intermediate proficiency in Microsoft Excel and Google Sheets • Good command of written communication • Excellent problem-solving skills • Detail-oriented • Able to understand new concepts with written and hands-on support • Experience in Google Suite products (Preferred) • Understanding of property management accounting (Preferred)

🏖️ Benefits

• Salary • PTO • Health stipend • **