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Folio Association Management
Accounting AnalystFolio Association Management • Tampa, FL, United States
Accounting Analyst

Accounting Analyst

Folio Association Management • Tampa, FL, United States
25 days ago
Job type
  • Full-time
Job description

Accounting Analyst

The Accounting Analyst Community Management oversees financial operations for multiple HOAs, ensuring accuracy, compliance, and transparency. Key duties include preparing and reviewing financial statements, reconciling accounts, managing budgets, and analyzing financial performance. The role supports Boards of Directors with reports and recommendations, coordinates audits and tax filings, and serves as the main financial contact for assigned communities.

Job Duties

  • 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.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field (Master's degree preferred).
  • Strong knowledge of GAAP and financial reporting requirements.
  • Experience with HOA accounting software (CINC).
  • Excellent analytical skills with the ability to interpret complex financial data.
  • Exceptional communication and interpersonal skills, with the ability to interact effectively with Board members, homeowners, and external stakeholders.
  • Proven ability to prioritize and manage multiple tasks with attention to detail and deadlines.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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Accounting Analyst • Tampa, FL, United States

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