Job Description

The Management Trust
Position Title: Division Assistant Controller
Location: Irvine, CA
Reporting To: Division Controller
Status: Exempt, Full-Time
Salary: $70,000 - 85,000 Annually DOE

COMPANY PROFILE:

The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients’ needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team.

EMPLOYEE OWNER POSITION PURPOSE:

As our Division Assistant Controller, you are charged with being a leader in your local Accounting Department, capable of effectively interacting with and supporting clients (both internal and external), Financial Services, and Executive Leadership. This role requires energy, a winning vision, and an innate drive to motivate others by emphasizing the importance of developing a collaborative and encouraging work environment. Your chief mission is to ensure superior client satisfaction through excellent customer service as it relates to all Accounting deliverables for your regional office. Just as important, you will also enthusiastically assist with other Division and/or Company-wide initiatives and projects, as needed.

JOB DUTIES AND RESPONSIBILITIES:

• Partner with the Division Controller to provide strategic support for the Division President, Director of Financial Services, Chief Financial Officer, and other Company Leadership
• Assist with oversight and direction of the Division’s accounting operations
• Effectively communicate and interact with Financial Services in Tustin, CA and Division HOA Community Association Managers to ensure excellent client service
• Ensure the accurate and timely processing of the following client deliverables: financial statements, account reconciliations, vendor payments, customer receipts, banking activity, audits, and other special financial projects requested by the client’s Board of Directors or internal Leadership that fall within the scope of the Company’s services
• Assist HOA finance committees and/or internal Leadership in analyzing and reviewing their financial statements
• Accurately complete and coordinate client/internal data for tax preparation and/or to respond to audit/CPA questions
• Assist and/or prepare client/internal budgets and monitor actual expenses
• Ensure monthly and annual client/internal A/R is closed accurately and timely
• Participate in customer service by calling and responding to client A/R questions
• Assist in researching and collecting outstanding Division A/R
• Work with reserve study specialists to complete annual reserve studies
• Assist with the review of A/P to resolve vendor issues
• Assist in implementing and managing all aspects of accounting internal control
• Maintain a continuous improvement mindset and proactively identify, review, and implement process improvement
• Define standards, policies, procedures, measures, and organizational enhancements to meet

Division goals

• Monitor/analyze revenue and EBITDA results and make recommendations for improvements

based upon monthly performance

• Become an expert in the accounting systems and practices of The Management Trust
• Train staff on systems, processes, and procedures
• Participate in the recruitment process for accounting team members
• Build strong internal, external, and cross-functional relationships
• Other duties and special projects as assigned

QUALIFICATIONS:

• Bachelor’s degree with a primary focus in Accounting
• (5) years of work experience in an office or similarly professional environment
• Advanced and/or specialty degrees/certifications plus leadership experience is desired
• Ability to work in a dynamic, fast-paced deadline environment while managing multiple tasks
• Background partnering with leaders to make sound recommendations based on business need
• Strong MS Office skills (i.e. Excel), paired with comfort quickly mastering new software programs
• Ability to maintain confidence, confidentially, and composure during sometimes difficult or complex situations
• High degree of attention to detail and accuracy
• Ultimate professionalism, interpersonal, customer service, and team work skills
• Ability to effectively communicate and partner with internal and external clients of all levels
• Community Management industry experience is a big plus

SPECIAL POSITION REQUIREMENTS:

• Must have and maintain a valid driver’s license, vehicle insurance, and driving record in compliance with Company policy

ESSENTIAL FUNCTIONS:

• Use standard office equipment, including: computer, phone, copier/scanner, etc.
• Be stationary for periods of time
• Relocate up to (25) pounds
• Travel to and from offsite locations

SUPERVISES OTHERS:

• None

SCHEDULE & TRAVEL:

• Monday-Friday from approx. 8:00 am-5:00 pm
• This position may require occasional long hours to meet business needs

The Management Trust is an Equal Opportunity employer. We celebrate and support diversity.

TMT reserves the right to modify this job description at any time based on business need.