- Own delivery of accurate, timely and audit-ready monthly financial statements across the assigned portfolio of associations.
- Provide final management review of high-risk, complex or judgmental financial statement packages and approve escalation or remediation plans.
- Establish and enforce review standards for balance sheets, income statements, general ledgers, bank reconciliations, loan accounts, accruals, prepayments and Due To / From balances.
- Monitor portfolio status, capacity, quality and aging; prioritize recovery plans for late financials, missing support and unresolved accounting issues.
- Lead governance with property managers, internal leadership and operational teams, providing clear status, risk, dependency and expected issuance information.
- Oversee audit support and ensure requested reports, reconciliations and workpapers are complete, organized and defensible.
- Review significant accounting issues and unusual balances, guide treatment under GAAP and escalate matters requiring leadership or client decisions.
- Lead, coach and develop Assistant Managers and Staff Accountants; set expectations for ownership, responsiveness, review quality and professional conduct.
- Ensure effective work allocation, backup coverage, onboarding, cross-training and month-end readiness.
- Identify recurring process blockers and control gaps across AP, bookkeeping, bank reconciliation and financial reporting; sponsor corrective actions.
- Drive standardization of workpapers, templates, folder structures, review checklists, communication and status reporting.
- Use quality and delivery observations to shape training plans, process improvements and stakeholder interventions.
- Support leadership with portfolio insights, service risks, resource needs and opportunities for automation or efficiency improvement.
- Create clear accountability for deadlines, quality and closure of review comments.
- Maintain constructive and timely communication during month-end pressure.
- Build effective relationships across accounting operations and property management stakeholders.
- Balance client service, technical compliance and practical execution when resolving issues.