Financial Account Specialist
Lifetime HOA Management, San Antonio, TX, United States
Financial Account Specialist
In Office Position | Monday–Friday | 8:00 AM – 5:00 PM | Salary $35K a year
Join a growing team where your financial expertise helps keep operations running smoothly.
We are seeking a detail-oriented
Financial Account Specialist
to manage critical financial operations including bank reconciliations, account oversight, fund transfers, and financial reporting. This role is ideal for a finance professional who enjoys working with data, maintaining financial accuracy, and supporting strong financial processes.
You will work closely with leadership and internal departments to ensure financial compliance, maintain accurate records, and support financial planning efforts.
Key Responsibilities
Prepare financial reports and statements for leadership review
Perform bank reconciliations to ensure financial accuracy
Manage banking operations and account maintenance through AXOS
Process and monitor internal fund transfers
Assist with budgeting, forecasting, and cash flow analysis
Review financial data from multiple systems for accuracy and completeness
Maintain the Chart of Accounts and oversee budget uploads
Monitor financial performance and identify potential financial risks
Conduct reconciliations and financial reviews to ensure GAAP compliance
What We're Looking For
Experience with bank reconciliations and financial reporting
Strong knowledge of GAAP and financial management principles
Experience with AXOS or similar financial platforms preferred
Excellent analytical and problem-solving skills
Strong attention to detail and organizational skills
Ability to manage multiple financial tasks and deadlines
Bachelor's degree in Accounting, Finance, or related field preferred
Benefits Eligible full-time employees may receive a comprehensive benefits package, which can include medical, dental, vision, paid time off, paid holidays, and retirement plan options (including employer match).
Disclaimer This is not an all-inclusive job description. Duties and responsibilities may be modified at any time based on operational needs.
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In Office Position | Monday–Friday | 8:00 AM – 5:00 PM | Salary $35K a year
Join a growing team where your financial expertise helps keep operations running smoothly.
We are seeking a detail-oriented
Financial Account Specialist
to manage critical financial operations including bank reconciliations, account oversight, fund transfers, and financial reporting. This role is ideal for a finance professional who enjoys working with data, maintaining financial accuracy, and supporting strong financial processes.
You will work closely with leadership and internal departments to ensure financial compliance, maintain accurate records, and support financial planning efforts.
Key Responsibilities
Prepare financial reports and statements for leadership review
Perform bank reconciliations to ensure financial accuracy
Manage banking operations and account maintenance through AXOS
Process and monitor internal fund transfers
Assist with budgeting, forecasting, and cash flow analysis
Review financial data from multiple systems for accuracy and completeness
Maintain the Chart of Accounts and oversee budget uploads
Monitor financial performance and identify potential financial risks
Conduct reconciliations and financial reviews to ensure GAAP compliance
What We're Looking For
Experience with bank reconciliations and financial reporting
Strong knowledge of GAAP and financial management principles
Experience with AXOS or similar financial platforms preferred
Excellent analytical and problem-solving skills
Strong attention to detail and organizational skills
Ability to manage multiple financial tasks and deadlines
Bachelor's degree in Accounting, Finance, or related field preferred
Benefits Eligible full-time employees may receive a comprehensive benefits package, which can include medical, dental, vision, paid time off, paid holidays, and retirement plan options (including employer match).
Disclaimer This is not an all-inclusive job description. Duties and responsibilities may be modified at any time based on operational needs.
#J-18808-Ljbffr