By combining automation, technology, and a global team of accounting experts, we deliver faster, more accurate financial operations at scale.
We’re a team of builders, problem-solvers, and operators from around the world, working together to modernize one of the most critical functions in real estate.
Learn more at Proper.ai
Roles and Responsabilities
- Responsible for completion of process steps for processing accounts payable and receivable of customers.
- Responsible for pulling bank statements and matching all transactions into the software for bank reconciliations.
- Understanding the difference between matched and unmatched transactions.
- Responsible for following the protocols & SOPs established by the company for ensuring quality in daily operations.
For AP
- Process daily invoices from clients email into our system.
- Use of the Proper tool for processing Appfolio clients and track sheet recording for non-tool software clients.
- Identify duplicate invoices and escalate to manager when needed.
- Validate if vendors are updated in the system for correct processing.
For AR
- Validate tenant payment is in system.
- Correctly post payments into the system.
- Be able to identify errors and correct them when needed. Escalates team related processing issues, questions, inquiries, or blockers to the Senior Accountant.
For Bank Recs
- Pull bank statements on a weekly basis.
- Identify and match all transactions from the clients in the software.
- Identify and flag unmatched and stale dated transactions (checks remain uncleared for 90 days or longer) to teams General Accountant for follow-up.
- Ensure that transactions are processed correctly and escalated when necessary.
Communication
- Interfaces with Senior Accountant and GAs; and communicates processing needs.
- Escalates accounting related questions, inquiries, and blockers that impact processing to the Senior Accountant.
Top Skills
What We Do
As of today, Proper has secured $20M in investments from Silicon Valley’s top VC companies and employs over 300 passionate problem solvers in six countries. We’re developers, designers, engineers, accountants, CPAs, project managers, and creatives. But we’re also surfers, hikers, Sichuan-eaters, photographers, yogis, artists, world travelers, meme lovers, and life-havers. We believe that being able to show up as your full self while doing work that challenges you is the secret to happiness, so we work hard to instill human-centric values into everything we do. Our penchant for streamlining processes combined with our property industry expertise is how we’re able to provide more cost-effective, efficient, scalable financial services that improve our customer’s profit margins. So if you’re looking for the peace of mind that your books are being Properly, frugally, and expertly handled by a team of property accounting specialists? You’ve come to the right place. And if you’re looking to join a team of international problem solvers who are collaborating in a culture that inspires personal growth, fosters creativity, and encourages playfulness? You’ve come to the right place, too. Our Key Values: • Feedback as the Way Forward: Feedback is how we grow, find empathy, and learn how to support each other. • Opportunity as an Outlook: We see obstacles as opportunities to improve. • Communication is the Expectation: We work in unison, set clear expectations, and share frequent updates. • Fun While Getting it Done: Laughter and fun make working together even better. • Respect Over Rank: As humble experts, we educate, support, and never treat anyone as less-than.
