Financial Onboarding Specialist
Listed on 2025-11-29
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Finance & Banking
Financial Analyst, Accounts Receivable/ Collections
Rentvine is the fastest-growing property management software company in the industry, ranked #60 on the 2025 Inc. 5000 list. Our powerful, cloud-based platform helps property managers streamline operations, reduce manual work, and deliver a better experience for tenants and owners. Behind that innovation is a team-first culture that puts people at the center. We care deeply about building a company where smart, driven individuals can grow, feel supported, and do the best work of their careers.
Our people aren't just part of our success—they're the reason for it.
In this role as Financial Onboarding Specialist play an integral role in the customer’s onboarding process to ensure their financial balances are migrated correctly. You will also become an expert in trust accounting within the Rentvine software to assist customers and coworkers with solutions for accounting-based questions.
What you’ll doAs the Financial Onboarding Specialist, you will work alongside the onboarding specialists to create a successful and positive onboarding experience for our customers. You will be responsible for assisting customers with gathering their ledger balances within their trust bank accounts as of their predetermined cutoff date. The ledger balance review process will include analyzing financial reports from the customer’s current property management software to build the financial balance forward workbook.
You will be able to point out mismatches between customers’ bank accounts to make best practice suggestions on how to handle this within the Rentvine software. In addition, you will assist customers with bank reconciliations, recording journal entries and bank transfers, recording and releasing security deposits, escrow mismatches, and other common trust accounting procedures.
- 1
-3 years of experience in Accounting/Finance - Intermediate to advanced technical skills in Excel
- Experience in Trust Accounting or Property Management is preferred
- Highly detailed oriented and organized with proven accuracy
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