Financial Compliance Analyst

Job Description
PROPERTY NAME: Corporate Office – Maitland, FL

Job Summary:

The Financial Compliance Analyst is responsible for fulfilling external audit requests from CPA firms as well as performing accounting-level and property-level internal audits. The position works closely with the Accountants, Property Managers, Regional Property Managers, and external auditors, and may take direction from the Controller or Vice President of Client Reporting. A successful Financial Compliance Analyst ensures prompt responses to independent audit inquiries as well as the thoroughness of internal audits.

ESSENTIAL FUNCTIONS:

The Financial Compliance Analyst will use sound judgment and due diligence in executing the following responsibilities:

Relationships

Facilitates external audits and coordinates efforts among external auditors, Regional Property Managers, Property Managers, Accountants, and clients to ensure the success of all external audits.

Conducts or assists with internal audits at the accounting-level and property-level, either local or on site, in order to identify weaknesses and uphold the highest level of internal controls.

Conducts training and provides oversight of accounting policies and procedures relative to audits.

Collaborates with the Accounting Management Team and Accounting Technical Writer in the development and implementation of office policies and accounting procedures, as needed.

Recognizes and rewards right behavior in others and addresses inappropriate behavior or ethical breaches.

Performs the duties of team members within assigned team as required (in their absence).

Exercises professionalism and uses caution when engaging team members or other business associates during business hours, company-sponsored events, and personal time.

Reporting

Supports and enforces company and accounting policies as well as all applicable federal, state and local statutes and regulations.

Provides transaction analysis, current accounting reports, and other financial information as requested by external auditors. Financial Compliance, Client Reporting

Reviews external audit findings for accuracy and reasonableness, and notifies Accountants an Accounting Managers of required adjusting entries.

Reports internal audit findings to the Accounting Management Team.

Assists the Accounting Management Team with compiling on-site internal audit reports and issuing recommendations to the Operational and Executive Teams.

Achieves high productivity through reliable and punctual attendance, and timely reports anytardiness and/or attendance issues to immediate supervisor.

Performs special projects and research as assigned.

Profitability

Supports and enforces internal controls established by the department and company, and discloses any weaknesses relating to such controls or the lack thereof.

Promotes and applies quality measures and standards within all areas of responsibility to support the company’s mission, vision, and core values.

Exercises professional skepticism in analyzing financial information in an effort to mitigate or detect fraudulent activity.

Reviews and interprets Property Management Agreements for billable services.

Tracks all billable hours and non-billable hours spent on external financial audits.

Continually seeks to identify innovative strategies for increasing department efficiencies and reducing expenses.

Job Requirements

SKILLS AND ABILITY:

Technical

• An analytical background with a thorough knowledge of accounting principles.
• Ability to exercise independent judgment relative to the timeliness, recognition, and classification of transactions in accordance with GAAP.
• A functional understanding of current accounting software and Microsoft Office products.

Professionalism

• Consistently exhibits strong ethics and confidence, as well as a positive attitude toward company, department, and team members.
• Ability to effectively manage multiple projects simultaneously, and coordinate efforts among management, team members and third parties to meet audit requirements.
• Ability to provide professional support for multiple teams and cultivate value, trust, and positive relations among team members.
• Willingness to hold self and others accountable for performance.
• Flexibility to modify or shift behavior as situations or objectives evolve, while exhibiting focus and positivity amidst change or under pressure.
• Capable of cultivating team camaraderie and value through support and participation in team building and events.
• Ability to maintain a high level of confidentiality and accountability.
  Cognitive
• Aptitude to analyze financial data with the ability to recognize trends and identify irregularities.
• Capable of making sound decisions appropriate to authority level with minimal supervision or direction. Willingness to collaborate on decision-making when necessary. Audit Specialist, Client Reporting (2/2017) Page 2 of 3
• Effective critical thinking and problem-solving skills, with ability to recognize problems early and produce prompt resolutions.
• Ability to prioritize and focus on critical tasks as well as shift focus or multitask when appropriate.
• Capable of working within a fast-paced, deadline driven environment while generating timely results.
• Self-motivated to achieve or exceed performance standards and goals set forth by department.

Communication/Interpersonal

• Ability to discover, understand and meet the needs of clients in a timely manner.
• Integrity, objectivity, and accountability in performing assigned duties.
• Clear and concise written and verbal communication skills.
• Ability to work independently, while exercising interdependence within an assigned team.
• Diplomacy to develop and preserve positive relations with clients, business associates, and team members.

EDUCATION /EXPERIENCE:

• Bachelor’s degree in Accounting or other comparable business-related degree
• Minimum of four years of general ledger experience
• Minimum of two years of public accounting experience
• CPA designation or CPA eligible is required

Must be able to travel independently.

* An analytical background with a thorough knowledge of accounting principles.
* Ability to exercise independent judgment relative to the timeliness, recognition, and classification of transactions in accordance with GAAP.
* A functional understanding of current accounting software and Microsoft Office products.
Professionalism
* Consistently exhibits strong ethics and confidence, as well as a positive attitude toward company, department, and team members.
* Ability to effectively manage multiple projects simultaneously, and coordinate efforts among management, team members and third parties to meet audit requirements.
* Ability to provide professional support for multiple teams and cultivate value, trust, and positive relations among team members.
* Willingness to hold self and others accountable for performance.
* Flexibility to modify or shift behavior as situations or objectives evolve, while exhibiting focus and positivity amidst change or under pressure.
* Capable of cultivating team camaraderie and value through support and participation in team building and events.
* Ability to maintain a high level of confidentiality and accountability.
Cognitive
* Aptitude to analyze financial data with the ability to recognize trends and identify irregularities.
* Capable of making sound decisions appropriate to authority level with minimal supervision or direction. Willingness to collaborate on decision-making when necessary. Audit Specialist, Client Reporting (2/2017) Page 2 of 3
* Effective critical thinking and problem-solving skills, with ability to recognize problems early and produce prompt resolutions.
* Ability to prioritize and focus on critical tasks as well as shift focus or multitask when appropriate.
* Capable of working within a fast-paced, deadline driven environment while generating timely results.
* Self-motivated to achieve or exceed performance standards and goals set forth by department.
Communication/Interpersonal
* Ability to discover, understand and meet the needs of clients in a timely manner.
* Integrity, objectivity, and accountability in performing assigned duties.
* Clear and concise written and verbal communication skills.
* Ability to work independently, while exercising interdependence within an assigned team.
* Diplomacy to develop and preserve positive relations with clients, business associates, and team members., * Bachelor’s degree in Accounting or other comparable business-related degree
* Minimum of four years of general ledger experience
* Minimum of two years of public accounting experience
* CPA designation or CPA eligible is required
Must be able to travel independently.