Property/Real Estate Financial Analyst (ID# 5106)
AcctPositions
Part-Time Property Accountant / Financial Analyst (Onsite)
Location: Palm Beach, FL
Schedule: Approximately 20 hours per week, onsite
Flexible Schedule: Option to work 2.5 full days or 4 partial/full days per week
Position Overview
We are seeking an experienced Property Accountant / Financial Analyst to support the Board and management team of a cooperative residential property in Palm Beach, Florida. This is a part-time, onsite position responsible for reviewing and analyzing financial information prepared by the management company and bookkeeper, ensuring accuracy of financial reporting, and providing meaningful financial insights to support Board decision-making.
The ideal candidate is a hands-on accounting professional with strong financial reporting and budget analysis experience who can independently assess financial performance, identify variances, and communicate findings clearly to stakeholders.
Key Responsibilities
- Review monthly financial statements prepared by the management agent and bookkeeper for accuracy and completeness.
- Analyze financial performance against budget and prior-year results.
- Prepare monthly financial reports and presentations for the Board of Directors.
- Monitor operating results and identify significant variances, trends, and areas of concern.
- Assist in evaluating the overall financial health of the cooperative.
- Verify that accounting records, financial reports, and supporting schedules are accurate and reasonable.
- Work closely with the management company, bookkeeper, and Board members to address financial questions and reporting needs.
- Support budget planning and forecasting activities as needed.
- Provide recommendations to improve financial reporting and controls.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field preferred.
- 5+ years of accounting, financial analysis, or property accounting experience.
- Strong experience with financial statement analysis, budgeting, and variance reporting.
- Prior experience working in a small accounting practice, CPA firm, family office, or private accounting environment is highly desirable.
- Experience with condominium, cooperative (co-op), HOA, or property management accounting strongly preferred.
- Ability to interpret financial data and communicate findings to non-financial stakeholders.
- Strong attention to detail and analytical skills.
- Proficiency with Microsoft Excel and financial reporting tools.
- Self-motivated with the ability to work independently and collaboratively.
Preferred Experience
- Residential condominium, cooperative, or property management accounting.
- Board reporting and stakeholder communication.
- Budget preparation and financial forecasting.
- Working with third-party management companies and external bookkeepers.
Compensation
Competitive compensation will be based on experience and qualifications. Pay is flexible DOE.
About the Opportunity
This position offers a flexible part-time schedule and the opportunity to play a key role in supporting the financial oversight of a well-established cooperative community in Palm Beach. The successful candidate will serve as a trusted financial resource, helping ensure accurate reporting and providing valuable insight into the property's financial performance.
We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.
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