Lundy Management Group
Objectives of the Role
Provide leadership to the property accounting team with primary focus on commercial lease and association properties. The primary objective is to provide timely and accurate financial reporting to our clients and to ensure deadlines for all accounting deliverables are met. Train and mentor accountants on the team through personal training sessions and providing both written and video Standard Operating Procedures for each property and accounting task. Liaison between upper management, property management, and property accounting team on new and changing procedures and processes. Additional contact and support from the accounting department for client interactions.
Senior Staff Accountant
Continue to complete accounting duties for all properties currently assigned personally.
Review monthly financial reporting packages and ensure reports are distributed by due date.
Monthly distribution of an Accounts Receivable Aging report to upper management, so they are aware of any collection issues that the team has not been able to resolve.
Creation and updating of accounting controls.
Creation and updating of written and video SOPs for each property.
Daily support to the property accounting team.
Attendance at meetings for properties in transition, either on or off‑boarding, along with the property accountant assigned to the property.
Set‑up new commercial properties in Yardi and review all lease abstracts for new leases and renewals entered by property accountants.
Manage and update property lists in Yardi for portfolio.
Set‑up property management fees in Yardi for portfolio and ensure that they are correct and elevate when due.
Schedule monthly Pod meetings.
Assign special projects to team members as needed.
Oversee Staff Accountant Responsibilities These responsibilities may be categorized by time‑based frequency.
Weekly (or as often as needed during the week)
Posting dues receipts, rent receipts, and compare them with expected revenue for each entity/property.
Collecting all income due and reporting any problem accounts or delinquencies.
Assist in timely completion of deposits to optimize cash management.
Reviewing and entering approved invoices into the software (Yardi).
Maintaining and communicating up‑to‑date information, including rent rolls, budget comparisons, and property‑specific data for current leases.
Monthly
Reconciling bank accounts and reporting any deficiencies.
Monitoring revenues for each entity, review and issuing notices for any accounts receivable delinquencies.Collaborating with property managers to collect revenue.
Facilitating outgoing checks or EFT payments to external vendors.
Preparing monthly financial reports and updates for client communication and submit to Controller for review.
Quarterly
Preparing required reviews of income and expense actual performance against projected performance and notify Controller of any significant variations.
Reviewing budgets and overall financial health of the properties with respective property management team.
Yearly
Preparing year‑end tax reporting and assist with any audits.
Collaborating with property management in the preparing projected budgets for income and expenses and update as necessary.
Qualifications
Experience in Property Management Accounting, preferably with Yardi accounting software.
Associate's degree or Bachelor's degree in Accounting, Finance or related field (or equivalent work experience).
Strong attention to detail, organizational skills and problem‑solving skills.
Excellent communication and time management skills.
Commitment to maintaining confidentiality and upholding the highest ethical standard in financial management.
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Senior Staff Accountant
Continue to complete accounting duties for all properties currently assigned personally.
Review monthly financial reporting packages and ensure reports are distributed by due date.
Monthly distribution of an Accounts Receivable Aging report to upper management, so they are aware of any collection issues that the team has not been able to resolve.
Creation and updating of accounting controls.
Creation and updating of written and video SOPs for each property.
Daily support to the property accounting team.
Attendance at meetings for properties in transition, either on or off‑boarding, along with the property accountant assigned to the property.
Set‑up new commercial properties in Yardi and review all lease abstracts for new leases and renewals entered by property accountants.
Manage and update property lists in Yardi for portfolio.
Set‑up property management fees in Yardi for portfolio and ensure that they are correct and elevate when due.
Schedule monthly Pod meetings.
Assign special projects to team members as needed.
Oversee Staff Accountant Responsibilities These responsibilities may be categorized by time‑based frequency.
Weekly (or as often as needed during the week)
Posting dues receipts, rent receipts, and compare them with expected revenue for each entity/property.
Collecting all income due and reporting any problem accounts or delinquencies.
Assist in timely completion of deposits to optimize cash management.
Reviewing and entering approved invoices into the software (Yardi).
Maintaining and communicating up‑to‑date information, including rent rolls, budget comparisons, and property‑specific data for current leases.
Monthly
Reconciling bank accounts and reporting any deficiencies.
Monitoring revenues for each entity, review and issuing notices for any accounts receivable delinquencies.Collaborating with property managers to collect revenue.
Facilitating outgoing checks or EFT payments to external vendors.
Preparing monthly financial reports and updates for client communication and submit to Controller for review.
Quarterly
Preparing required reviews of income and expense actual performance against projected performance and notify Controller of any significant variations.
Reviewing budgets and overall financial health of the properties with respective property management team.
Yearly
Preparing year‑end tax reporting and assist with any audits.
Collaborating with property management in the preparing projected budgets for income and expenses and update as necessary.
Qualifications
Experience in Property Management Accounting, preferably with Yardi accounting software.
Associate's degree or Bachelor's degree in Accounting, Finance or related field (or equivalent work experience).
Strong attention to detail, organizational skills and problem‑solving skills.
Excellent communication and time management skills.
Commitment to maintaining confidentiality and upholding the highest ethical standard in financial management.
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