Accounting Analyst

Folio Association Management; Town of Florida (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Folio Association Management seeks an Accounting Analyst to oversee the financial operations of multiple HOAs, ensuring accuracy, compliance, and transparency. You will prepare financial statements, reconcile accounts, manage budgets, analyze performance, and provide timely reporting to Boards.

You will coordinate audits and tax filings, develop budgets and forecasts, and serve as the primary financial contact for assigned communities.

Qualifications

• Bachelor’s degree in accounting, finance, or related field required.
• GAAP knowledge and financial reporting experience.
• Experience with HOA accounting software, especially CINC.
• Strong analytical and problem-solving abilities.
• Excellent verbal and written communication with Boards and staff.
• Ability to manage multiple communities and deadlines.

Responsibilities

• Review journal entries, reconciliations, and financial reports.
• Prepare monthly financial statements for each community.
• Coordinate audits and tax filings with CPA and external auditors.
• Present financial information and recommendations to Boards.
• Develop budgets and forecasts for assigned associations.
• Reconcile bank accounts and manage disbursements.
• Maintain documentation to support audits and tax returns.
• Serve as primary financial contact for HOA communities.

Skills

Analytical skills

Verbal communication

Written communication

Attention to detail

Multitasking

Education

Bachelor's degree in accounting, finance, or related field

High school diploma or equivalent

Tools

CINC HOA software

Job description

The Accounting Analyst oversees the financial operations of multiple homeowners associations (HOAs), ensuring accuracy, compliance, and transparency across assigned communities. This role is responsible for preparing financial statements, reconciling accounts, managing budgets, analyzing financial performance, and providing timely financial reporting. The Accounting Analyst supports Boards of Directors by presenting financial information, offering recommendations, and serving as the primary financial contact for assigned communities. Additional responsibilities include coordinating audits and tax filings, ensuring compliance with regulatory requirements, and developing budgets and forecasts. Through accurate accounting practices and financial analysis, the Accounting Analyst helps support the long-term financial health and strategic objectives of each association.

• Review journal entries, reconciliations, and financial reports prepared by the accounting team.
• Provide training and guidance to staff on HOA-specific accounting processes and software.
• Prepare monthly financial statements for each community, ensuring accuracy and compliance with accounting standards.
• Generate detailed financial reports and present findings to the Board of Directors on an as needed basis.
• Analyze financial performance upon request from the Board of Directors.
• Prepare Budget Shell for the manager and/or board as a starting point for the budget meeting.
• Support the Board with budget and financial recommendations as requested.
• Reconcile all bank accounts and manage disbursements.
• Work with Developer communities on funding from Builder/Developers for deficits within the income during the building stages prior to turning over to homeowner control.
• Ensure all communities follow all local, state, and federal regulations regarding community associations, taxes and financial reporting.
• Coordinate with the CPA for the preparation of annual tax filings and audits/financial reports, working closely with external auditors.
• Maintain proper documentation to support audits, tax returns, and financial reports.
• Act as the primary point of contact for HOA financial matters for Board of Directors.

Physical Demands

• Prolonged periods of sitting and computer use, frequent keyboarding, and the ability to review detailed financial information. May occasionally stand, walk, reach, stoop, and lift or move items weighing up to 10 pounds.

Minimum Qualifications

• High school diploma or equivalent.
• Four (4) years of accounting experience or a bachelor’s degree in accounting, finance, or a related field.
• Working knowledge of Generally Accepted Accounting Principles (GAAP) and financial reporting requirements.
• Experience with HOA accounting software, particularly CINC, is a plus.
• Strong analytical skills with the ability to interpret and evaluate complex financial data.
• Excellent verbal and written communication skills, with the ability to effectively interact with Board members, homeowners, vendors, and external stakeholders.
• Demonstrated ability to prioritize and manage multiple responsibilities while maintaining accuracy, attention to detail, and adherence to deadlines.

Preferred Qualifications

• Experience in HOA Community Management.

This job description is intended to convey information essential to understanding the scope of the position. It is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities and working conditions associated with the position; employees may be requested to perform other related duties as needed. Job duties may be updated on a temporary or permanent basis according to the needs of the employer without it being specifically included in the job description.

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Equal Opportunity Employer
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