Financial Onboarding Specialist

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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, you play an integral role in the customer’s onboarding process to ensure their financial balances are migrated correctly. You will become an expert in trust accounting within the Rentvine software to assist customers and coworkers with solutions for accounting-based questions.

As the Financial Onboarding Specialist, you will work alongside the onboarding specialists to create a successful and positive onboarding experience for our customers. Responsibilities include assisting customers with gathering their ledger balances within their trust bank accounts as of their predetermined cutoff date, reviewing financial reports to build the financial balance forward workbook, pointing out mismatches and offering best practice suggestions, performing bank reconciliations, recording journal entries, handling 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 detail-oriented and organized with proven accuracy

• Entry level

• Full-time

• Human Resources

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