Associa
Leading community management firm offering property, accounting, maintenance & administrative services.
Financial Analyst
Prepare budgets, reconcile accounts, support audits, and assist with financial reporting.
Job Highlights
About the Role
Annually, prepare budgets on a timely schedule and notify the supervisor of any problems for discussion with the proper parties. Check assumptions to determine if they are correct or need adjustment. Prepare for the accountant’s annual visit by ensuring all schedules and reconciliations match the general ledger balances and answer their questions promptly. Review draft audit reports for reasonable numbers and notes, and contact auditors with questions or comments. Attend board meetings when necessary. Perform other related duties as assigned, with additional daily and monthly tasks. • Prepare and schedule annual budgets, flagging issues to the supervisor. • Validate and adjust financial assumptions as needed. • Ensure schedules and reconciliations align with the general ledger for the accountant’s annual review. • Respond promptly to accountant inquiries. • Review draft audit reports for accuracy and reasonableness. • Communicate questions and comments to auditors. • Attend board meetings when required. • Perform assigned daily and monthly duties. • Deliver excellent customer service and sales support. • Maintain high organizational standards and attention to detail. • Apply analytical and critical thinking in a fast‑paced environment.
Key Responsibilities
- ▸budget preparation
- ▸financial assumptions
- ▸ledger reconciliation
- ▸audit review
- ▸auditor communication
- ▸board attendance
What You Bring
Requirements include excellent verbal and written communication, strong interpersonal and customer service skills, sales abilities, organizational detail orientation, effective time management to meet deadlines, analytical and critical thinking, and the capacity to thrive in a high‑paced, sometimes stressful environment. • Demonstrate strong verbal, written, and interpersonal communication. • Manage time effectively to meet deadlines.
Requirements
- ▸communication
- ▸time management
- ▸customer service
- ▸sales
- ▸analytical thinking
- ▸detail orientation
Work Environment
Office Full-Time