Manager, Client Finance

Key Responsibilities
Team Leadership and Financial Oversight
Lead, coach, and oversee a team of 2–5 accounting professionals, establishing clear priorities, responsibilities, and deadlines.
Review team deliverables for accuracy, completeness, and consistency, providing guidance and resolving accounting questions.
Coordinate monthly, quarterly, and annual reporting across the portfolio, ensuring deadlines are met and outstanding issues are addressed.
Maintain effective internal controls and promote accountability, sound accounting practices, and responsive client service.
Client Financial Reporting
Oversee and review monthly financial statements, income statements, balance sheets, general ledgers, reconciliations, and supporting schedules.
Ensure financial reporting follows GAAP, as applicable, and relevant client reporting requirements.
Analyze financial results, budget variances, cash positions, and reserve balances; identify significant issues and communicate recommended next steps.
Oversee operating and reserve account reconciliations, confirming appropriate documentation, controls, and alignment with governing documents.
Coordinate financial inquiries among the accounting team, property managers, auditors, and internal stakeholders.
Oversee annual audit and tax preparation support, review supporting schedules, and serve as a primary contact for external auditors and tax preparers.
Oversee applicable financial and regulatory reporting, including Real Property Income and Expense (RPIE) filings where required, and ensure required statements, audited reports, and filings are completed on time.
Budgeting and Financial Planning
Lead the annual budgeting process in collaboration with property managers and the accounting team.
Review budget assumptions, supporting schedules, forecasts, and multi-year capital plans for accuracy and reasonableness.
Evaluate operating performance, funding needs, assessments, financing options, and major capital expenditures.
Present budgets and financial plans to boards and executives, clearly explaining assumptions, risks, and recommendations.
Board and Executive Communication
Serve as a primary financial resource for condominium and cooperative boards, property managers, and internal leadership.
Lead presentations of financial statements, budgets, capital plans, and other financial matters at board and executive meetings.
Translate complex accounting and financial information into clear, practical explanations for audiences with varying levels of financial knowledge.
Anticipate questions, coordinate responses, and ensure follow-through on financial commitments and action items.

Qualifications
Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred.
8–12+ years of progressive accounting or financial reporting experience, including required public accounting experience.
Demonstrated experience supervising a small accounting team and reviewing the work of others.
Strong knowledge of accounting principles, financial statement review, budgeting, forecasting, internal controls, and audit coordination.
Ability to manage multiple reporting cycles, prioritize competing deadlines, and take ownership of financial deliverables from preparation through final communication.
Strong written, verbal, and presentation skills, with experience presenting financial information to boards, executives, clients, or other senior stakeholders.
Sound judgment, attention to detail, and the ability to identify issues, guide solutions, and ensure follow-through.
Real estate, property management, or condominium and cooperative accounting experience is a plus.
Familiarity with maintenance and common charges, reserves, assessments, capital planning, and NYC property reporting requirements is a plus.
Yardi experience is a plus; familiarity with Avid and monday.com is also helpful.