Finance Manager

FirstService Residential; New York (NY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical plans

Dental and vision insurance

Paid time off

Job summary

A leading property management company in New York is seeking an experienced Finance Manager to oversee financial reporting and client management. The role focuses on enhancing client relationships and ensuring effective communication across departments. Ideal candidates will have a Bachelor's degree in finance or accounting, with 3-5 years of relevant experience, and proficiency in financial software. This full-time position offers a competitive salary between $100,000 and $130,000 annually, along with comprehensive benefits.

Qualifications

• 3 - 5 years’ experience in a business partner role, with client-related experience preferred.
• Demonstrated commitment to delivering an excellent client experience.
• Superior oral and written communication skills.

Responsibilities

• Building and maintaining close relationships with clients.
• Reviewing and analyzing financial reports.
• Preparing Form 1098 filings for mortgage interest deductions.

Skills

Client relationship management

Financial reporting analysis

Effective communication

Multi-tasking and prioritization

Proficiency in Microsoft Excel

Education

Bachelor’s degree in accounting, finance or related field

Tools

Yardi

Smartsheet

Job description

Overview

Join to apply for the Finance Manager role at FirstService Residential.

As a Finance Manager, you’ll be responsible for acting as a strategic intermediary between financial reporting, property management, and external clients. This position is focused on elevating client satisfaction by strengthening client relationships; additionally, the role involves facilitating effective communication and coordinating efforts across internal departments to ensure seamless service delivery.

Responsibilities

• Building and maintaining close relationships with treasurers and boards and provide ongoing decision support to keep the buildings in good financial order.
• Reviewing high volumes of reports and performing analyses of monthly/quarterly/annual reports with attention to detail and a sense of urgency.
• Responding to clients’ questions and providing helpful feedback and suggestions within Financial Management.
• Participating in client meetings.
• Assisting in the onboarding of new properties.
• Preparing Form 1098 filings, facilitating precise reporting for mortgage interest deductions.
• Building, maintaining, and improving relations between Client Accounting team, Property Managers and clients.
• Reviewing and presenting monthly financial statements.
• Offering guidance and expert advice regarding the company’s Financial Management procedures and reporting processes.
• Assisting Team Leaders in the budgeting process.

Skills & Qualifications

• Bachelor’s degree in accounting, finance or a related field, or equivalent work experience.
• 3 - 5 years’ experience in a business partner role, with client-related experience preferred.
• Demonstrated commitment to delivering an excellent client experience and maintaining high client satisfaction levels.
• Knowledge of assets, cash balance, and availability of funds for projects and cash flow management for capital improvements.
• Works effectively with coworkers, clients, and others by sharing ideas constructively and finding practical solutions.
• High energy, ability to multi-task and prioritize multiple projects.
• Superior oral and written communication skills.
• Experience with financial and accounting programs such as Yardi, MDS, or other property management accounting software preferred.
• Proficiency in Microsoft Excel, Smartsheet, and other data management tools.

What We Offer

As a full-time associate, you will be eligible for full comprehensive benefits including multiple medical plans, dental, vision, life insurance, short-term and long-term disability, legal, identity theft, and pet insurance. You will also be eligible for company-paid life insurance and benefits from our employee assistance program. In addition, you will be eligible for paid time off, paid holidays, and a 401(k) with company match.

Compensation

$100,000 - $130,000 / year

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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales