Financial Assistant & Budgeting Planner

We’re looking for a sharp, detail-oriented Accountant who doesn’t just “do the books” but actually understands the story behind the numbers. Our company manages residential properties and handles rent collection, maintenance coordination, and owner payouts. We need someone who can bring clarity to our financials, track performance, and help us make smarter business decisions as we scale. This role is part accounting, part financial analysis, and part strategy. What You’ll Be Responsible For: 1. Managing and maintaining accurate financial records across multiple properties 2. Tracking rent collections, management fees, owner payouts, and expenses 3. Reconciling bank accounts and ensuring clean, error-free books 4. Preparing monthly financial reports (P&L, cash flow, performance summaries) 5. Building and maintaining financial dashboards to track company performance 6. Analyzing maintenance costs, operational expenses, and profitability trends 7. Identifying inefficiencies, cost leaks, and opportunities to improve margins 8. Supporting budgeting, forecasting, and financial planning 9. Organizing financial data in a way that leadership can easily understand and act on What We’re Looking For: 1. Strong experience in accounting and financial reporting 2. Experience working with property management companies (highly preferred) 3. Deep understanding of cash flow, profitability, and financial analysis 4. Ability to break down complex financial data into simple, clear insights 5. Strong attention to detail and high level of accuracy 6. Proactive mindset — you don’t just report problems, you suggest solutions 7. Experience with accounting tools (QuickBooks, Xero, or similar) 8. Comfortable handling high transaction volumes without losing accuracy Key Deliverables (What Success Looks Like): 1. Clean, fully reconciled books at all times 2. Clear weekly and monthly financial reports that show how the business is performing 3. Visibility into profitability per property / portfolio segment 4. Actionable insights on how to reduce costs and improve margins 5. A structured financial system that scales as we grow Nice to Have: 1. Experience with U.S.-based property management accounting 2. Familiarity with trust accounts and owner statements 3. Experience building financial dashboards or reports from scratch Final Note: We’re not looking for someone to just input numbers. We want someone who can look at the business, understand it, and help us improve it. If you’re someone who sees patterns, spots problems early, and isn’t afraid to speak up with insights, we want to hear from you.