Overview

The Financial Account Manager is critical to the financial health and success of our team and our clients. This role requires expertise and enjoyment in working with clients at all levels, from property managers and accounting team members to corporate-level contacts, to ensure our clients’ holistic financial health. Financial Account Manager also works closely with internal teams to develop strategies based on client’s needs to ensure our client’s long-term success.

Responsibilities

Serve as the primary liaison for small to mid-sized accounts (400 to 600 sites) mix of AP Extract and Bill Pay clients, responding to client issues related to RealPage Utility
Management.
Act as client advocate to internal teams and ensure appropriate responsiveness to client questions and concerns by clearly articulating financial needs, gaps and action
items to clients to ensure timely response and resolution to client needs and inquiries.
Use quarterly/monthly client scorecards to monitor client Utility Expense Management health, and proactively identify and recommend improvement opportunities to
ensure long-term success of invoice processing performance
Conduct client and property analysis and track to completion to reduce number of validations and disconnections
Complete new client transition process to reduce time required to successfully redirect accounts and number of ongoing redirections
Perform primary job responsibilities only needing management assistance with escalations

Qualifications

Two to three years of experience in general accounting, including AP/AR, accruals, check processing, account reconciliation, budgeting/forecasting, credit card and ACH
Management and reconciliation, funding management and financial transactions analysis.
Client interaction experience required
Solution based attitude, drive for client resolution and satisfaction
Ability to manage multiple projects and clients at the same time, multi-tasking with highest level of urgency and response, strong organizational skills
Demonstrated experience taking initiative and managing time effectively
Ability to adopt a consultative mindset to anticipate client needs and expectations
Strong analytical and problem-solving skills to identify creative solutions to unique customer problems
Strong relationship building skills that enable long-term growth and opportunity
Excellent verbal and written communication skills
Experience with Microsoft skills - MS Office Excel, Word, Outlook
Experience handling multiple projects simultaneously and collaborating with peers

PREFERRED KNOWLEDGE/SKILLS/ABILITIES

Property management or multifamily housing industry experience a plus
Bachelor's Degree. Business, Finance or Accounting preferred or equivalent experience