Client Financial Business Partner II (Field Controller)

FirstService Residential; Fort Myers Beach (FL); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Full benefits

401k with company match

Paid holidays

Job summary

FirstService Residential seeks a seasoned Client Financial Business Partner to oversee field accounting, budgets, and client relationships. You will lead financial reviews, support Special Assessments, and ensure compliance across on-site teams.

The role requires cross-functional leadership and strong communication with internal and external clients. With 10+ years in accounting/financial reporting, you will guide annual property budgets, training, and adherence to GAAP while collaborating with

Qualifications

• Bachelor's degree in accounting, finance, economics, or statistics; master’s or CPA preferred.
• Proven senior accounting/financial analysis experience (10+ years).
• Proficient with spreadsheets, databases, and financial software.

Responsibilities

• Owns financial reviews, client relation plans, and budgeting processes.
• Oversees on-site accounting teams, compliance, training, and best practices.
• Interacts with operations and external clients to present variances, drivers, risks, and opportunities.
• Provides oversight of budgets, audits, and developer community financials.
• Interfaces with external auditors and supports new community implementations.

Skills

Financial analytics

Cross-functional collab

Communication skills

Education

Bachelor's in accounting/finance

Master's or CPA preferred

Tools

Spreadsheets

Databases

Financial software

Job description

Job Overview

between the property management team, GSS, and the client and is responsible for overseeing field knowledge, performance, and presentation of client accounting services within a designated territory. This role is accountable for performing financial reviews, supporting client relationship plans, plays a key role in the preparation of Special Assessments from concept to billing, and the oversight of team’s delivery of annual property budgets. In addition, this role is accountable for compliance, technical training, and the consistent application of best practices across on-site accounting teams. The Client Financial Business Partner collaborates extensively with peers and key property operations to drive retention, efficiency, and share best practices with the objective of strengthening the relationship with the client. This role requires cross-functional leadership and excellent communication skills to partner with operations, interact with both internal and external clients, and be a knowledgeable leader in financial accounting and the property management industry.

Description

between the property management team, GSS, and the client and is responsible for overseeing field knowledge, performance, and presentation of client accounting services within a designated territory. This role is accountable for performing financial reviews, supporting client relationship plans, plays a key role in the preparation of Special Assessments from concept to billing, and the oversight of team’s delivery of annual property budgets. In addition, this role is accountable for compliance, technical training, and the consistent application of best practices across on-site accounting teams. The Client Financial Business Partner collaborates extensively with peers and key property operations to drive retention, efficiency, and share best practices with the objective of strengthening the relationship with the client. This role requires cross-functional leadership and excellent communication skills to partner with operations, interact with both internal and external clients, and be a knowledgeable leader in financial accounting and the property management industry.

Your Responsibilities

• Possess a high degree of accountability, a sense of urgency, commitment, ownership, and passion for financial statement presentations and client retention.
• Collaborates with property leaders and clients to support special projects, reporting, and financial analytics.
• Drives accountability by leading technical training, compliance, and application of accounting best practices for on-site accounting teams (accountants/controllers).
• Partner with operations to perform periodic reviews of financial statements with analytical insight to ensure teams are able to summarize and present variances, key drivers, potential risks, and opportunities to clients. Be able to speak to closing schedules, accruals, pre-payments, depreciation and amortization schedules, deficit funding requests, and financial reconciliations.
• Establish action plans to provide clients with financial awareness and education to enhance their financial condition, where appropriate.
• Provide oversight of developer community financials, ensuring timely funding and billing. Drive escalation and action plans when appropriate.
• Evaluate property workflows to optimize team performance of accounting deliverables and minimize internal and external risk. Identify possible issues, inconsistencies, and suggest action around appropriate corrective strategies and procedures. Partners with leadership, where appropriate.
• Provide information and interface with external auditors who prepare client audits.
• Partner with Transition Services and property teams to understand new communities’ needs and facilitate the implementation of client accounting workflows ensuring smooth setup and delivery of services. Support operations in the presentation and review of the first financial to the Board, ensuring client satisfaction from the start.
• Provide training and oversight of annual property budget preparation and delivery.
• Assist with client accounting related initiatives and/or project as required.
• Attend after-hour board meetings as required.
• Practice and adhere to FirstService Residential Global Service Standards.
• Conduct business at all times with the highest standards of personal, professional, and ethical conduct.

Supervisory Responsibility

Yes

Skills & Qualifications

• Bachelor’s degree in accounting, finance, economics, or statistics required, with a master’s degree preferred and/or CPA.
• Proven experience working as a senior level accountant or financial analyst.
• Proven proficiency in spreadsheets, databases, and financial software applications.
• At least 10+ years of experience in accounting/ financial reporting with a proven understanding of Generally Accepted Accounting Principles.
• Excellent reporting, presentation, and communication skills.
• Hands-on Month-end closing experience with a large multi-entity organization, Bank reconciliations, BS schedules, and analysis for mid to large companies.
• Knowledge of fund accounting, reserve, operating, investment funds and management reporting.

Physical Requirements

This position works under usual office conditions. The employee is required to work at a personal computer as well as be on the phone for extended periods of time. Must be able to stand, sit and walk. The incumbent must be able to work extended and flexible hours and weekends as needed. Physical demands include the ability to lift up to 30 lbs. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What We Offer

As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.

Disclaimer Statement

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.

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