Senior Client Financial Partner, Property Management

FirstService Residential; Tampa (FL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical plans (multiple)

Dental and vision plans

401k with company match

Paid time off and holidays

Job summary

FirstService Residential is seeking a senior Client Financial Business Partner in Tampa to oversee client accounting services, financial reviews, and annual budgets across designated communities. Lead with strong communication, partner with property operations, and ensure accuracy in variances, funding requests, and board presentations.

The role requires 10+ years in accounting/financial reporting, CPA or advanced degree preferred, and experience with ERP and fund accounting.

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. Experience in ERP systems, CAMACCT, Jonas, Toast and other POS systems.
• Advanced knowledge of Microsoft Office Suite, especially Excel.
• Other systems experience Lockbox and ACG platforms such as ClickPay, ADP, AvidXchange, Pcard programs, etc.
• Experience in Banking platforms, Fund accounting, and reporting.

Responsibilities

• Possess a high degree of accountability, a sense of urgency, commitment, ownership, and passion for financial statement presentations and client retention.
• Collaborate with property leaders and clients to support special projects, reporting, and financial analytics.
• 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.
• Establish action plans to provide clients with financial awareness and education to enhance their financial condition.
• Provide oversight of developer community financials, ensuring timely funding and billing.
• Evaluate property workflows to optimize team performance of accounting deliverables and minimize internal and external risk.
• 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.
• 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.

Skills

Accounting

Financial analysis

Communication skills

Excel

Month-end close

Education

Bachelor’s degree in accounting/finance

Master’s degree or CPA preferred

Tools

CAMACCT

Jonas

Toast

ADP

AvidXchange

Job description

FirstService Residential is seeking a senior Client Financial Business Partner in Tampa to oversee client accounting services, financial reviews, and annual budgets across designated communities. Lead with strong communication, partner with property operations, and ensure accuracy in variances, funding requests, and board presentations.

The role requires 10+ years in accounting/financial reporting, CPA or advanced degree preferred, and experience with ERP and fund accounting.