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Manages community association operations by serving as liaison to boards and homeowners, coordinating with vendors, attending meetings and community events, conducting inspections and walkthroughs, preparing statutory disclosures and annual meeting materials, reviewing financial reports, and advising boards on capital expenditures. The role requires strong customer service, communication, organization, conflict resolution, and deadline-management skills.

Performs risk-based internal audits of financial, operational, and information systems controls. Plans and documents audit projects, tests controls under the COSO framework, analyzes financial data, investigates unusual patterns, identifies risks and deficiencies, drafts recommendations and reports, and assists with corrective action plans. The role also supports external auditors, communicates findings to management, and evaluates opportunities to improve efficiency, accuracy, compliance, and cost control.

Lead strategic business development and territory growth through active selling, client acquisition, relationship management, proposals, negotiations, and deal closure. Collaborate with senior leadership and marketing, manage Salesforce CRM activity, identify expansion opportunities, and represent the company at conferences and client events. The role requires sales leadership experience, strong communication, frequent client interaction, and approximately 25–40% travel, including occasional overnight stays.

Provides part-time administrative support for an HOA community, including greeting residents and vendors, responding to inquiries, issuing passes and key fobs, managing mail, maintaining databases and records, coordinating homeowner communications, and scheduling maintenance vendors and board meetings.

Leads and coaches Community Managers, oversees HOA and community operations, supports talent development, builds board and stakeholder relationships, and partners with leadership on strategic planning, business development, and financial operations. Maintains a small community portfolio while applying HOA budgeting, Texas HOA law, financial, and supervisory expertise.

Leads a team of professional managers, oversees branch operations and administrative processes, establishes accountability, manages client relationships, resolves escalated concerns, supports budgeting and financial oversight, and partners on strategic planning and business development. The role also supports hiring, onboarding, training, employee development, service delivery, client retention, and operational improvements.

Leads accounting operations for a multi-property management portfolio, overseeing general ledger, payables, receivables, reconciliations, owner distributions, trust accounts, reporting, and month-end close. Manages and develops onsite and virtual accounting teams, maintains controls, coordinates with auditors and tax advisors, and drives process improvements using AppFolio and related property management platforms.

Supports Community Association Managers with daily property operations, correspondence, phone and email communication, account inquiries, vendor records, client databases, time-sensitive forms, invoices, and administrative documentation. The role requires strong customer service, organization, multitasking, communication, accuracy, confidentiality, and proficiency with Excel, Word, and management software.

Provides strategic and operational leadership for community association management branches. Coaches Community Managers and Assistant Directors, strengthens client and board relationships, oversees performance and financial results, supports recruiting and training, resolves escalations, monitors retention and service metrics, and contributes to business development and strategic planning.

Performs month-end and year-end closing, financial statement preparation, bank and balance sheet reconciliations, accruals, amortization, adjustments, reclassifications, and budget support for multiple entities. Collaborates with accounting and operational teams to resolve issues, supports association stakeholders, and ensures accurate, timely financial reporting in a centralized accounting services environment.