JOB DESCRIPTION

• Serve as the initial expert for inbound clients


• Manage client clean ups in preparation for starting recurring services


• Serve as the ongoing Appfolio and Property Accounting expert on recurring engagements, using Appfolio for the managed properties and QBO for the PM company


• Meet monthly financial statement and bank reconciliations deadlines (financial statements are usually due on the 15^th of the following month)


• Perform all accounting tasks including month-end close process, adjusting journal entries, bank reconciliations, bill and bill payment entries etc.


• Keep subledgers for balance sheet accounts


• Analyze and investigate unexpected fluctuations in income and expenses, communicate with clients and come up with resolutions to correct entries as needed


• Maintain daily communication with clients to keep them updated on the progress of your outstanding projects and answer general questions


• Create customized workflows and processes in JETPACK WORKFLOW that align with client business goals and objectives and monthly recurring tasks


• Train and educate clients on the use of APPFOLIO and property management best practices


• Help with side projects

QUALIFICATIONS

• REQUIRED: Must have worked at Appfolio/ been a daily user/or worked at a company providing Appfolio Accounting services


• REQUIRED: 4-year degree in accounting


• 4+ years of property management bookkeeping experience


• Understanding of how financial statements flow, be able to catch bookkeeping errors


• Strong familiarity with the property management industry


• Knowledgeable in Property Accounting as well as PM Company corporate accounting


• QuickBooks Online Experience


• Ability to diagnose and resolve most property management accounting issues in Appfolio including but not limited to
  
  
  
  • Diagnostics warnings in Appfolio
  
  
  • Move-out accounting and clearing account
  
  
  • Bank Reconciliations, trouble-shooting out-of-balance issues
  
  
  
  


• Strong communication and call handling skills


• Experience as a property manager preferred but not required


• Proven track record of providing exceptional customer service


• Ability to work independently and collaboratively within a team environment


• Ability to quickly adapt to the use of internal applications used for project management (JetPack Workflow), time keeping, document manager (caseware), Teams (communications), Microsoft office and Outlook