Transition Specialist

Remote Raven; Philippines; Remote; PHP 582,000 - 829,000; Full time

Benefits offered by this job

Remote work option

Job summary

Remote Raven is seeking a hybrid Transition Project Manager / Transition Accountant to coordinate end-to-end handovers for master-planned communities. You will lead contracts, align internal teams, and personally manage the accounting for transitions, including trial balances, receivables, and month-end close.

You will act as the primary contact for the management company, ensuring accurate opening balances and confidential handling of information. Strong communication is essential.

Qualifications

• Bachelor's degree in Accounting or Finance.
• 2+ years of experience in project management, administration, accounting, or a related field.
• Solid accounting knowledge with accrual accounting experience.
• Intermediate knowledge of Word, Excel, and Outlook.
• Highly organized, detail oriented, able to multitask and meet deadlines.
• Able to work independently with limited supervision and maintain confidentiality.
• Great written and verbal communication with diverse audiences.

Responsibilities

• Oversee transition project management and coordinate internal and external teams.
• Coordinate and track timelines, tasks, and deadlines for smooth handovers.
• Import trial balances, homeowner data, and accounts receivable balances.
• Reconcile cash and run month-end close for transitioning communities.
• Transfer utilities to autopay and manage subsidy billing distributions.
• Prepare regular transition-status reports for Leadership Team.
• Organize and distribute standardized transition collateral.

Skills

Organization

Attention to detail

Independence

Confidentiality

Analytical thinking

Communication

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Excel

Community association accounting software

Microsoft Word

Microsoft Outlook

Microsoft Teams

OneDrive

Job description

Our client is a long-established US community association management company, based in Arizona, that specializes in large-scale, master-planned communities. When a community moves to them from another management company, or moves on, someone has to run that handover end to end: the books, the documents, the people and the deadline.

That is this role. It is a hybrid: part transition project manager, part transition accountant. You will coordinate internal teams and the outside management company to a firm date, and you will personally handle the accounting every transition needs: importing trial balances, homeowner data and receivable balances, reconciling the prior manager's cash, running month-end close, and handing clean books to the Community Accounting team.

You will be the single point of contact for the other management company, so clear writing, steady follow-up and good judgment with money and confidential information matter as much as accounting skill.

Key Responsibilities

Transition Project Management

• Oversee the execution of incoming management contracts and notify internal teams in good time.


• Act as the primary point of contact for the prior or new management company, monitoring and communicating outstanding items and follow-ups.


• Assign tasks to internal teams and monitor progress to ensure timely completion.


• Track and manage task deadlines so internal parties meet their goals.

Transition Accounting

• Import trial balances, homeowner data, and accounts receivable balances from the prior management company.


• Reconcile prior-management-company cash so the community's opening balances are proven, not assumed.


• Run month-end close for transitioning communities and hand responsibilities to the Community Accounting team.


• Transfer and enroll utilities on autopay, and manage and track subsidy billing distributions.

Documents, Reporting and Communication

• Request, receive, organize, and track every transition-related document.


• Provide regular, summarized transition-status reports for Leadership Team review.


• Develop and distribute standardized collateral, such as welcome letters and checklists, that support the transition.


• Identify process improvements that increase efficiency and improve the transition experience.


• Perform additional duties as needed to support the transition process.

Required Qualifications

• Bachelor's degree in Accounting or Finance.


• 2+ years of experience in project management, administration, accounting, or a related field.


• Solid accounting knowledge and hands-on experience with accrual accounting.


• Intermediate knowledge of Microsoft Office (Word, Excel, Outlook).


• Highly organized and detail-oriented, able to multitask and meet deadlines.


• Able to work independently with limited supervision.


• Able to establish and maintain good working relationships.


• A positive attitude and effective written and verbal communication with audiences at every level, inside and outside the company.


• Able to maintain confidentiality of information.


• An analytical thinker with strong problem-solving skills.


• Available Monday to Friday, 8:00 AM – 5:00 PM Arizona time (US Mountain Standard Time), which is 11:00 PM – 8:00 AM Philippine time. Arizona does not change its clocks for daylight saving, so this shift stays the same all year.

Preferred Qualifications

• Community management or HOA industry experience (highly preferred).


• Familiarity with community association accounting software.


• Prior remote work with US or other Western clients.

Tools & Software

• Community association accounting software (the client's system; training on their setup is expected).


• Microsoft Excel: lookups (XLOOKUP, VLOOKUP), pivot tables and reconciliations.


• Microsoft Word and Outlook for letters, checklists and correspondence.


• Microsoft Teams and OneDrive for day-to-day work with Remote Raven.

What Makes You a Great Fit

• You have moved books from one system or provider to another and you know the opening balances are only right once they tie.


• You reconcile to zero, and when something will not reconcile you say so instead of making it disappear.


• You keep a task list with owners and dates, and you chase politely and early, before a deadline is at risk.


• You can write a short status update that tells a busy leader what is at risk and what you need from them.


• You are careful with homeowners' personal and payment information, and you verify before you change anything to do with money.

What We Offer

• Up to $8/hour


• Full-time role

We hire for the long haul, so a steady track record of staying and growing always moves you up our list.