CMA Transition Accountant

About This Role

The Transition Accountant is an intermediate-level accountant responsible for managing the transition of new client properties to CMA by handling financial setup, system configuration, and vendor coordination, ensuring a smooth and accurate integration into the company's systems.

Responsibilities

• Manage a Transition Portfolio of approximately 5-15 properties based upon varying levels of complexity, timing, and door count
• Complete the Transition of assigned properties to CMA, including opening association bank accounts and setting up properties in systems
• Load initial Trial Balance and Budget into systems
• Upload resident lists and balances, and set up billing
• Coordinate and update vendor billing setup, ensuring utilities, insurance, and landscapers are notified of address changes
• Research and resolve accounting issues involving Transition properties, communicating with Prior Management Co. to ensure complete property information is received
• Assist with new and old contracts and proposals
• Update and maintain New Property/Marketing Reports
• Review incomplete data to build base financial records

Requirements

• Experienced Intermediate Level Accountant
• Solid understanding of financial reporting, accounting concepts and routine accounting issues
• Flexible
• Multi-tasking
• Self-starter
• Clear and concise communication skills
• Excellent customer service skills
• Organizational skills
• Detail-oriented
• Dependable
• Ability to work independently without supervision
• Strong multi-tasking skills
• Ability to meet company deadlines

Benefits