Onsite Finance Manager (KFL11326)

Company Summary

RealManage is a leading national community association management company serving homeowners' associations (HOAs), condominium associations, cooperatives, luxury high-rises, municipal utility districts, master-planned communities, and nationally recognized developer and builder clients. RealManage is proud to be recognized on the Inc. 5000 list of America's fastest-growing private companies and ranked among the top firms in the community management industry. We combine experienced people, innovative technology, and proven practices to help communities thrive.

At RealManage, The RM Way is our service identity - something we live every day. It provides a shared definition of what great looks like, a common language for coaching and recognition, and a standard every associate can own. It guides how we serve our clients, how we serve each other, and how we grow.

Our commitment to an exceptional associate experience is reflected in RealManage being Great Place to Work® Certified™. We believe exceptional client experiences start with our associates, and we foster a workplace where people are supported, encouraged to grow, and empowered to deliver outstanding service.

Join RealManage and be part of a values-based organization where The RM Way shapes how we serve, work, grow, coach, and recognize one another every day - while making the communities we manage stronger because RealManage is there.

Our Guiding Values

RealManage is a values-based company with the following values as our guiding principles:

• Integrity: we always do the right thing.
• Respect: for our customers, employees and company; mutual respect is the cornerstone for every RealManage relationship.
• Selflessness: more than teamwork; we are part of something special and much larger than any of us.
• Personal Relationships: we are a professional services company; people do business with people they like.
• Always Improving: never satisfied, always learning, and always growing. At RealManage, we are always getting better.

Community Summary

This position supports a premier, large-scale community in the greater Kissimmee area. The community was developed around the concept of creating an engaging, connected, and high-quality residential lifestyle.

The community includes a substantial residential portfolio and an extensive collection of recreational, wellness, lifestyle, and community amenities.

The Association oversees a broad range of community infrastructure and services, which may include gated entrances, private roads, rights-of-way, sidewalks, golf cart paths, common areas, lakes, irrigation systems, landscaping, and other community assets and services.

Given the scale of the community, breadth of amenities, and complexity of its operations, the Association requires a highly collaborative, service-oriented, and experienced onsite management team. Team members play an essential role in maintaining the Association's financial and operational integrity, preserving community assets, supporting the Board of Directors, and delivering a high standard of service to residents.

This role offers an opportunity for an experienced executive to lead a sophisticated, large-scale community through organizational integration, operational excellence, financial stewardship, and resident-focused service.

All onsite team members are expected to embrace a unified approach to community management by fostering collaboration across departments, maintaining clear and professional communication, demonstrating accountability, and supporting the shared goal of delivering exceptional service to residents and the Board of Directors.

Role Summary

The Manager Finance is responsible for ensuring sound financial management, timely reporting, and disciplined internal controls while transitioning day-to-day financial responsibilities from volunteers to staff, allowing the Treasurer and Finance Committee to focus on strategic financial oversight.

This position works closely with the Managing Director, Board of Directors, Community Association Manager, members of the onsite management team, and third-party service providers on financial matters along with established committee members.

This is a hands-on financial leadership position requiring both strong accounting expertise and the ability to communicate complex financial information to operational leaders and Board members.

Responsibilities

Financial Management & Oversight

• Lead the consolidation and standardization of the two companies' charts of accounts, bank accounts, financial systems, and closing processes into one unified financial structure.
• Serve as the primary financial advisor to the Managing Director, Board of Directors, Finance Committee, and designated committees, providing strategic financial guidance and recommendations to support informed decision-making.
• Provide proactive financial oversight of operating funds, reserve accounts, cash flow, and departmental budgets to support long-term financial stability.
• Oversee assessments and collections processes, ensuring consistent financial controls and coordinating legal collection actions with Community Services (LCAM).
• Oversee the monthly financial close and reporting process, ensuring accurate and timely financial statements and reports for the Managing Director, Board of Directors, Finance Committee, and residents.
• Analyze financial performance, monitor budget-to-actual variances, identify financial trends and risks, and recommend corrective action when necessary.
• Provide guidance regarding the appropriate classification and allocation of expenses across departments and service areas.
• Monitor financial obligations, vendor expenditures, and contractual commitments to ensure alignment with approved budgets and established financial policies.
• Troubleshoot and resolve financial discrepancies and accounting concerns in coordination with appropriate internal departments.

Budget Development & Financial Planning

• Lead the annual operating and reserve budget process, translating the Board's strategic priorities into departmental budgets in collaboration with onsite leadership and department managers.
• Develop financial performance analytics for community programs and services, including cost per resident, utilization, and fee recovery.
• Provide financial analysis, historical spending trends, projections, and recommendations to support informed financial decision-making.
• Partner with onsite leadership to establish departmental budget accountability and monitor expenditure throughout the fiscal year.
• Oversee reserve funding and collaborate with Facilities leadership to align reserve studies, capital planning, and long-term infrastructure needs.
• Assist in evaluating the financial impact of proposed contracts, operational initiatives, and capital expenditures.
• Serve as a key liaison between onsite operations and RealManage Shared Services.

Board Relations & Financial Communication

• Prepare and present financial reports, budget updates, and analyses to onsite leadership, the Board of Directors, and designated committees.
• Translate complex financial information into clear, concise, and actionable insights.
• Manage financial service inquiries and requests, ensuring timely, accurate, and professional responses.
• Build and maintain positive working relationships with Board members, committee members, residents, vendors, and internal stakeholders.
• Maintain confidentiality, professionalism, transparency, and sound judgment when handling sensitive financial information.
• Attend Board, budget, and finance committee meetings as required, including occasional evening meetings.

Accounting Operations & Shared Services Coordination

• Coordinate with CiraConnect Shared Services departments, including Accounts Payable Lockbox, Accounts Receivable Lockbox, Property Conveyance Lockbox, Delinquent Account Collections, Audit and Tax, Insurance, Corporate, and Information Technology.
• Serve as the primary onsite financial liaison between the Association's management team and RealManage's centralized accounting and shared services departments.
• Design, document, and maintain internal financial controls, including approval procedures, segregation of duties, reconciliations, and vendor payment processes.
• Lead the preparation and management of the annual financial audit or review, coordinating with RealManage Shared Services, external auditors, and appropriate stakeholders.
• Maintain accurate financial records and documentation in accordance with established accounting policies, applicable regulations, and record retention requirements.
• Define and document responsibilities between onsite financial staff and RealManage Shared Services, including workflow accountability, staffing needs, and recommendations for operational efficiency.

Compliance, Technology & Process Improvement

• Promote compliance with Generally Accepted Accounting Principles (GAAP), applicable Florida homeowners’ association financial requirements, Association governing documents, and RealManage policies and procedures.
• Develop and maintain advanced proficiency in the CiraConnect SaaS platform, particularly accounting workflows, financial reporting, and financial management services.
• Identify and implement process improvements that strengthen financial controls, reporting accuracy, operational efficiency, and service delivery.
• Leverage financial management systems and reporting tools to streamline processes and enhance financial visibility.
• Proactively identify potential financial or operational concerns and communicate recommendations to appropriate leadership.

Leadership, Collaboration & Service Excellence

• Collaborate with onsite department leaders across Facilities, Lifestyle & Events, Fitness, and other operational areas to support financial accountability and Association objectives.
• Promote a unified, service-oriented approach to community management through effective communication, teamwork, and shared accountability.
• Demonstrate professionalism, integrity, sound financial judgment, and a commitment to exceptional service.
• Support the Managing Director in achieving the Association's financial and operational objectives while maintaining strong fiscal responsibility
• The Onsite Finance Manager plays a key role in partnering with Shared Services to maintain the accuracy and integrity of financial reporting while ensuring all reporting deadlines are consistently met.
• Embrace RealManage's core values and foster collaboration, accountability, and operational excellence across all departments.

Disclaimer

This description is not intended to be an exhaustive list of duties. Responsibilities may evolve based on Board direction and community needs. Reasonable accommodation may be made to enable qualified individuals to perform the essential functions of this position.

EEO & Values Statement

RealManage is a values-based, equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Qualifications

Qualifications & Prerequisites

• Accounting degree from a four-year accredited college or university.
• Minimum four years of experience as an Accounting Manager or Controller.
• Real estate, property management, and/or outsourced accounting or bookkeeping experience strongly preferred.
• Demonstrated experience with systems conversions and balance transfers.
• Exceptional computer skills, including advanced proficiency with financial systems and related technology.
• CPA and/or graduate degree a plus.
• Strong organizational and prioritization skills.
• Strong written, verbal, and interpersonal communication skills.
• Ability to work efficiently in a dynamic, challenging, high-change and growth-oriented environment.
• Demonstrated ability to lead financial integration initiatives, establish effective internal controls, communicate complex financial information to diverse stakeholders, and collaborate effectively with Board members and volunteer committees.

Financial & Technical Expertise

• Strong knowledge of Generally Accepted Accounting Principles (GAAP), financial reporting, budgeting, internal controls, and audit preparation.
• Experience managing operating and reserve budgets, cash flow, financial reconciliations, and financial performance analysis.
• Proficiency with financial management software, accounting systems, Microsoft Excel, and financial reporting tools.
• Ability to analyze financial data, identify risks, and present recommendations that support operational and strategic decision-making.
• Experience coordinating financial operations across multiple departments and centralized accounting or shared services teams.

Success at 12 Months

The Manager Finance will have established a unified and efficient financial management structure, demonstrated through:

• Unified Financial Operations: One consolidated set of books, standardized accounting procedures, and consistent financial reporting processes.
• Financial Accountability: A clean annual audit, supported by accurate financial records, documented internal controls, and timely financial reporting.
• Operational Efficiency: Clearly defined responsibilities between onsite financial staff and RealManage Shared Services, with streamlined workflows and accountability.
• Strategic Financial Oversight: A Finance Committee and Treasurer focused on reviewing financial performance, approving recommendations within their authority, and providing strategic oversight rather than performing day-to-day financial processing.

Physical Requirements

• Ability to sit for prolonged periods at a desk and work on a computer.
• Ability to occasionally stand, walk, bend, or reach as needed.
• Ability to lift or move objects up to 10–15 pounds, such as files and office supplies.
• Manual dexterity to operate computers, telephones, and other office equipment.
• Visual acuity to review printed materials, spreadsheets, and computer screens.
• Ability to communicate effectively in person, by phone, and through virtual meetings.
• Ability to work in a standard office environment with moderate noise levels.
• Ability to work a standard schedule with occasional extended hours as required.

Pay and Benefits:

$110,000 annually

Benefits include:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life and Disability Insurance
• HSA (Required High Deductible Medical Plan to be eligible)
• FSA
• Education Reimbursement
• 401K matching
• Employee Assistance Program (EAP)
• 11 paid Holidays