ProfitCoach
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.
Property Management Trust Accountant
September 18
ProfitCoach
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
• Deliver the ProfitCoach Experience through quality assurance reviews, client relationship and account management • Manage day-to-day trust accounting processes for property management companies with Trust Accounts • Ensure accurate, timely, and efficient full-service accounting and awareness of client profit-growing/stewardship opportunities • Handle vendor credits, transferring funds, general receipts & deposits, tenant charges, tenant deposits, tenant credits, owner adjustments, and ownership changes • Process owner cancellations including transferring deposits and Lease Only payouts • Manage HAP payments, late fees, eviction notices, NSF processing, and security deposits following AppFolio and client-specific policies • Oversee A/P cycle: approve bills, post and payout management fees, process vendor payments, send physical check files, and issue/request stop payments • Owner accounting: review and send owner statements, manage owner disbursements • Banking: follow up on bank deposits, troubleshoot and review bank reconciliations, initiate bank transfers, enter corrective JEs with AE approval, and review issued checks past 90 days • Participate in other projects: negative & positive FDR review, assist with 1099s, ad hoc reporting, review management fees for new move-ins, review fee settings on vacant properties, manage recurring JEs/recurring bills • Administrative expectations: set and meet SMART goals monthly and quarterly, attend weekly company meetings, and participate in company initiatives
🎯 Requirements
• Previous experience in property management trust accounting • 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 • Strong written communication skills • 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 (AppFolio, Rentvine) (preferred) • Reliable internet connection and use of a webcam • Ability to work overlapping hours with Mountain, Central, or Eastern Standard Time
🏖️ Benefits
• Salary • PTO • Health stipend
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