Client Accounting Specialist—Community Associations

Associa; Rohnert Park (CA); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Wellness programs

Job summary

Associa is seeking a Client Account Specialist to join our centralized accounting services team in California. This full-time role supports communities by processing checks, preparing financial statements, and answering questions from Community Association Managers and Board Members.

You will manage client transitions, ensure accurate bank reconciliations, and oversee AP/AR activities while delivering timely reports and insights to multiple clients.

Qualifications

• Knowledge of GAAP and ability to interpret complex accounting documents.
• Experience with general ledger accounting and financial statement preparation.
• Ability to read, analyze, and interpret complex documents and respond to inquiries.
• Experience with budget implementation and AP/AR processes.
• Strong communication and presentation skills for top management and boards.

Responsibilities

• Assist with in-office tasks including processing checks, sorting, coding, and filling AR income forms.
• Review and approve monthly financial statements for multiple clients (Balance Sheet, Income Statement, etc.).
• Answer questions from CAMs and Board Members about monthly statements.
• Manage client transitions: set up/close bank accounts, update signature cards, and budget entries.
• Oversee AP/AR corrections, bank reconciliations, journal entries and adjustments.
• Handle recurring charges like homeowner assessments, parking, and storage.
• Identify problems, collect data, establish facts, and draw conclusions.
• Attend board meetings in person or virtually.

Skills

GAAP knowledge

General ledger

Budgeting

AP processing

AR processing

Communication skills

Presentation skills

Time management

Stakeholder management

Tools

Microsoft Office

Job description

Associa is seeking a Client Account Specialist to join our centralized accounting services team in California. This full-time role supports communities by processing checks, preparing financial statements, and answering questions from Community Association Managers and Board Members.

You will manage client transitions, ensure accurate bank reconciliations, and oversee AP/AR activities while delivering timely reports and insights to multiple clients.