Accounting Transition Supervisor

Oversee all duties and responsibilities listed below and the team members who perform them.

Assign, prioritize, and track new account transitions to ensure deadlines are met.

Review and approve transition work for accuracy, including opening balances, balance forwards, and membership imports.

Review financial statements, aging reports, and bank records from prior management and identify discrepancies before accounts go live.

Oversee HOA banking setup, including operating and reserve accounts, signature cards, treasury services, and ACH.

Train, coach, and support transition team members; serve as the escalation point for complex issues.

Develop and maintain transition procedures, checklists, and internal controls.

Extract files from software conversion and import accounting information into new software.

Analyze and interpret accounting records from prior management, including accounts receivable balance forwards.

Import homeowner membership listings into software system.

Notify third-party vendors (i.e. banks and partners) of new management company.

Prepare treasury services for new accounts.

Analyze and interpret aging reports and financial documents from prior management.

Manipulate Excel spreadsheets for proper formatting.

Prepare delinquency resolution.

Review/Release Signature Card.

Configure Software Based off Client's Needs.

Portal and ERP System.

Process ACH and online payment returns from Banking institution.

Research credit card chargeback requests.

Address payment/portal inquiries.

Find best practices to streamline accounting processes.

Coordinate termination of associations.

Coordinate with various banks to close prior management accounts.

Organize and manage miscellaneous accounting projects.

Practice and adhere to Keystone’s Core Values, Mission and Vision.

Any additional job duties as required by the supervisor.

Requirements

Qualification Requirements:

Three or more years of accounting experience preferred, ideally in HOA or community association management.

General knowledge of GAAP Accounting.

Ability to read, analyze, and interpret association financial statements, including balance sheets, income statements, budget comparisons, reserve reports, and aging reports.

Experience in HOA banking operations (operating and reserve accounts, lockbox, ACH, signature cards, treasury services) strongly preferred.

Experience managing HOA account transitions, onboarding, or management company changeovers strongly preferred.

Prior supervisory or team lead experience preferred.

Ability to multitask.

Strong attention to detail.

Possess advanced knowledge of MS Excel.

Verifiable references.

Able to pass a background check.

Education and/or Experience:

At least three years of experience working in an Accounting related role preferred, including experience overseeing the work of others.

Bachelor’s Degree preferred.

High School Diploma required.

Work Environment:

The work environment and physical demands described here are representative of those a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

Ability to drive to communities.

Ability to sit, stand, and operate business equipment.

Typical office environment with low-level noise exposure.

Exhibit professionalism, professional attire, and demeanor at all times.

We invite you to view our LinkedIn, Instagram, and Facebook to get an inside look at what Keystone is all about! Check out our website at www.kppm.com . Click on “Careers” and stay connected!

Reasonable accommodation will be provided for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system, send an email to [email protected] for assistance. Please include a description of your requested accommodation, your name, and contact information. Note: This email address is not for general employment inquiries. Keystone will not respond to inquiries that are not related to the accessibility of the online application system by individuals with disabilities.

Keystone Pacific Property Management, LLC is an equal-opportunity employer. All applicants will be subject to a Background and DMV Check.

Salary Description

$74,000 - $90,000 Annually