Assistant Director of Financial Management (CA)

Description

Introduction:

Seabreeze Management Company is a full-service property management firm with a diverse management portfolio of over 90,000 residential and commercial properties. Based in Aliso Viejo, California, Seabreeze has offered an unrivaled client experience to commercial common-interest developments and homeowners’ associations for over 30 years. With offices throughout California and Nevada, Seabreeze has expanded its mission to be a trusted advisor and collaborative partner with developments to build thriving associations through superior service and integrity.

At Seabreeze, people are at the heart of what we do. Our philosophy, “Passion when combined with commitment, makes anyone unstoppable” is carried out by enthusiastic and customer-centric teams who serve the communities where we work and live.

Summary: 

Join our Client Accounting team as the Assistant Director of Financial Management and lead a dedicated group focused on maintaining accuracy and efficiency in our financial processes. As a leader, you’ll oversee the critical work of ensuring accurate entry of accounts payable and receivable transactions, especially those that require a hands-on approach to reconcile. You’ll also support our operations by identifying and correcting accounting alerts, ensuring smooth financial operations across teams.

In addition to your leadership responsibilities for a 100% remote-based team, you’ll step into the role of Financial Manager, managing a portfolio of associations/communities and directly contributing to our success. This hybrid role allows you to shape a team while honing your financial expertise, offering a blend of leadership and hands-on financial management.

This position is perfect for professionals ready to advance their careers by combining strategic oversight with real-world client accounting management. If you’re passionate about both leadership and accounting excellence, this role is right for you.

Essential Duties and Responsibilities: 

To succeed in this role, candidates must efficiently perform each essential duty. The following requirements outline the necessary knowledge, skills, and abilities. Reasonable accommodations are available for individuals with disabilities.

Leadership:

• Develop and implement processes and procedures to ensure the team responsible for performing this work is done within time parameters and accuracy.
• Develop metrics to share with department leader for work performed by the team
• Ensure the team has a good understanding to complete the following work deliverables:
• Daily completion of the automated bank reconciliation process.
• Review all outstanding items on a daily basis.
• Resolve outstanding items by reporting to appropriate AR or AP team or direct entry of the transaction in order to allow manual reconciliation.
• Monitor the AR/Prepaid alerts. Resolve as needed.
• Develop training and procedures for the team to produce financial statements for review and approval by other Financial Managers for clients with standard or low complexity.
• Work with Directors of AR and AP to reduce exceptions and outstanding items by improving inter/intra – department procedures.

Financial Manager:

• Build and maintain effective relationships with colleagues, management, clients, and vendors at all levels. Collaborate with various departments across the company to ensure that all requests are completed accurately and on time to meet our internal/external clients' needs.
• Preparation and delivery of financial statements and reports to clients on a monthly basis such as a Balance Sheet, Income & Expense Statement, Check Registers, Aging Reports, Bank Reconciliation Reports, General Ledger Reports and others as required.
• Monthly reconciliation of General Ledger (GL) and bank accounts
• Accurate posting of journal entries
• Assist with financial setup of transitioning clients
• Reconciliation of Accounts Receivable (AR) and Accounts Payable (AP) to the General Ledger on a daily basis
• Understand the uniqueness of the client contract to ensure charges are in alignment
• Perform all other duties as needed by the department

Requirements

Knowledge, Skills and Experience:

• At least 5 years of related or closely related experience.
• Knowledge of accounting principles and procedures (US GAAP)
• Knowledge of HOA accounting highly desirable
• Excellent customer service and relationship building background/skills
• Demonstrate effective communication skills consisting of oral, written and listening skills 
• Ability to coach and lead a remote based team
• Collaborative decision-making and problem-solving skills
• Proficiency with Microsoft Office with strong Excel skills
• Experience with CINC a plus
• Demonstrate strong organizational skills and time management abilities while working in a fast-paced, multitasking environment
• Set and communicate deadlines and follow through on tasks for clients and colleagues
• Work independently and in a team environment
• Property Management background a plus
• Detail oriented
• Analytical and proactive

Minimum Education:

High school or GED equivalent. Bachelor’s degree in accounting is preferred, but not mandatory 

License/Permits/Certifications Required: 

Valid Driver’s License and State mandated vehicle insurance.

Availability: 

Regular business hours, occasional weekends, extended days as needed.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the essential functions, the employee is regularly required to stand and to reach above shoulders with hands and arms in order to file and/or retrieve a variety of documents; use hands and fingers to input data into an information system; and talk or hear in order to gather and provide information on departmental processes. The employee is often required to sit or using a standing desk to view the computer monitor and to conduct work duties.

Work Environment

The work environment is a typical office building or home office setup.  

Seabreeze is proud to be an Equal Opportunity Employer that celebrates the diversity of our team. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other legally protected status. For individuals with disabilities who would like to request an accommodation such as an ASL interpreter, please contact Vy Nguyen at (949) 334-8166.