Property Management Trust Accountant

🕒 April 24

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ProfitCoach

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2019

🤝 B2B

🏠 Real Estate

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.

📋 Description

• Ownership of functions • Communication • Inbox management • Weekly update email to client • Evaluate and implement routine client communication as needed, even if not on the original instructions • Notify the AE of client dissatisfaction, unmet deadlines, higher-level issues • Accounting requests to include: • Vendor credits • Transferring funds • General receipts & deposits • Tenant charges • Tenant deposits • Tenant credits • Owner adjustments • Ownership changes • Owner cancellations • To include transferring deposits to new ownership/management • To include Lease Only payouts • HAP payments • Late fees, eviction notices, NSF processing • Security deposits • Both the basic AppFolio flow, and any unique client constraints or policies • A/P cycle • Approve bills (if the VA enters the bills) • Management fee posting & payout • Vendor payments (with any unique client constraints) • Send physical check files to client • Issue or request stop payments as directed • Owner accounting • Owner statement review & sending • Owner disbursements • Banking • Bank deposit followup • Bank reconciliation troubleshooting & review • Initiating bank transfers • With AE approval, enter corrective JEs • Review issued checks past 90 days • Other projects • Negative & positive FDR review • Assist with 1099s and other AE-assigned projects as requested • Ad hoc reporting (with established process) • Review management fees for new move-ins • Review fee settings on vacant properties • Manage recurring JEs/recurring bills • Administrative expectations: • Participate in setting and meeting SMART goals on a monthly and quarterly basis • 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 • Understanding of property management accounting

🏖️ Benefits

• Salary • PTO • Health stipend