CMA Transition Accountant

Job Description

Job Description

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* ** Accounting Experience (Required)
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Position Purpose: The Transition Accountant is an experienced Intermediate Level Accountant with a solid understanding of financial reporting, accounting concepts and routine accounting issues. S/he will be a flexible, multi-tasking, self-starter capable of delivering results in a professional, consistent, and positive manner, in accordance with company goals. S/he works closely with team members to ensure the quality & orderly transition of new clients to CMA.

** Major Tasks, Responsibilities and Key Accountabilities:**

• Manage a Transition Portfolio of approximately 5-15 properties based upon varying levels of complexity/timing/door count.
• Complete the Transition of assigned properties to CMA – to include, but not limited to: opening association bank accounts, setup/open property in systems, loading initial Trial Balance & Budget, upload resident lists/balances, billing setup, coupon ordering & welcome letters, etc.
• Coordinate/Update vendor billing setup – ensuring all utilities, insurance, landscaper, etc. are notified and proper change of address submitted.
• Researches and resolves accounting issues involving Transition properties, communicates with Prior Management Co. to ensure all property info. is received and complete.
• Assist with new/old contracts & proposals.
• Update & maintain New Property/Marketing Reports.
• Requires frequent review of incomplete data in order to build base financial records.

Nature and Scope:

• Will be communicating with all levels of personnel, so clear and concise communication is a must.
• Excellent customer service and organizational skills are required.
• Must be detail-oriented and dependable, and consistently contribute as a team player.
• Must be a self-starter and be able to work independently without supervision.
• Must have strong multi-tasking skills and meet company deadlines.
• Must have a positive and professional appearance, attitude, and demeanor.
• Position demands creative thinking, consistent accuracy, and a sense of urgency.

** Schedule:
** Monday - Friday

** Salary:
** Depends on experience

** Benefits:**

• Medical, Dental, Vision
• Life Insurance
• Short Term Disability, Long Term Disability, AD&D
• 401k Retirement Plan

** Location:
** Atlanta, GA;
After a satisfactory 90-day evaluation hybrid/remote work may be possible depending on the discretion of your supervisor and/or needs of the department.

** Education Required:**

• The knowledge, skills, and abilities gained through the acquisition of a high school diploma and/or GED.
• Proficiency using Microsoft Office applications and Outlook email.

** Education Preferred:**

• Proficiency using Vantaca HOA Accounting Software and/or Strongroom lockbox payables system.
• Bachelor’s Degree and/or equivalent industry experience preferred.

** Experience Required:**

• 3-5 years of relevant full-cycle Accounting experience.

** Environmental Job Requirements:**

• Office Setting, appropriate business casual attire required.
• Physical demands involve processing, lifting & moving incoming & outgoing boxes (25 to 30 pounds).
• Lengthy periods of sitting, standing, bending, and stooping are required.
• In office required. Hybrid remote schedule may be available if approved by Supervisor, and subject to change.

Disclaimer

_ The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all- inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time._