- Compile and analyze financial statements and accounting schedules.
- Perform journal entries, account balancing, and reconciliations.
- Manage property cash flow, taxes, reserves, and escrows.
- Assist with annual budget preparation for clients.
- Provide documentation for quarterly financials and external audits.
- Prepare state and municipal tax returns.
- Communicate financial data to clients and internal stakeholders.
- Mentor and support junior staff.
Microsoft ExcelBudgeting