Director of Financial Services

Full-time

Description

Job Title: Director of Financial Services
Location: Sandy Springs, GA

Position Summary

The Director of Financial Services is responsible for overseeing the day-to-day financial operations of the organization, with direct leadership of the Accounts Payable (AP), Accounts Receivable (AR), and Financial Reporting functions. This role manages a team of AP/AR staff and Staff Accountants to ensure the timely and accurate production of monthly financial statements for HOA clients. The ideal candidate is a strong leader with proven experience in HOA or property management accounting and a commitment to operational excellence.

Key Responsibilities

Team Leadership & Oversight

• Supervise and support AP, AR, and Staff Accounting teams (7–9 staff members).
• Assign responsibilities, monitor productivity, and conduct performance reviews.
• Foster a collaborative, accountable, and high-performing team culture.
• Serve as primary point of contact for escalated financial issues with Boards of Directors.
• Oversee transitions during onboarding of new communities and conversion of exiting ones.

Accounts Payable & Receivable

• Ensure timely and accurate processing of invoices and payments.
• Oversee collections, cash applications, and owner billing processes.
• Maintain strong vendor and client relationships to resolve billing and payment matters.

Financial Reporting

• Review and approve monthly financial statements prepared by Staff Accountants.
• Guarantee timely delivery of accurate financials to meet client and internal standards.
• Assist with annual budget preparation and external audit requests.
• Oversee preparation and submission of tax payments for all associations.

Process Improvement & Compliance

• Maintain internal controls and ensure compliance with HOA regulations and accounting standards.
• Identify and implement process improvements to strengthen efficiency and accuracy.
• Partner with cross-functional departments to streamline operations and reporting.

Banking & Treasury Management

• Serve as primary liaison for all banking relationships.
• Oversee opening and closing of HOA bank accounts, ensuring proper authorization and documentation.
• Coordinate with banks on fraud prevention, reconciliation, and account issues.
• Provide auditors and financial institutions with necessary documentation.
• Implement and monitor strong internal controls for all banking and cash management functions.

Requirements

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred).
• Minimum 5–7 years of progressive accounting leadership experience.
• HOA or property management accounting experience strongly preferred.
• Strong knowledge of GAAP, financial reporting, and internal controls.
• Excellent leadership, communication, and problem-solving skills.
• Proficiency in accounting software and MS Office Suite.