Financial Services Manager
Company Vision
RISE Association Management Group is the best-in-class provider of property services for Texas homeowners’ associations. Our core purpose is to be of service to great communities and the people who lead them. We accomplish this through our passionate, kind, and solution-oriented team members who partner with our community leaders to build their vision, together. We specialize in working with communities with unique lifestyle offerings, facility, and infrastructure needs (to include a wide variety of amenities), and service offerings. We’re an EOS™ (Entrepreneurial Operating System) company and our organization is structured to support exceptional outcomes for our community association clients. We’re thought leaders, innovators, and problem solvers. Whatever the issue: we have an expert under this roof who can solve it. We’re a team of financial services professionals, facilities maintenance experts, risk managers, and business managers and we’re looking for the next generation of problem solvers to join us and be a part of our rapid growth. We implement intelligent solutions, exceptional service, and the RISE way so that we can create a vibrant future and quality of life today. We connect community association, financial, and facility expertise with communities who need it.
We are problem solvers and business managers who just happen to be in the business of community association management. Together, we’re capable of so much more. Together, we RISE.
Our Core Values:
- Honoring Commitments
- Precision
- Unquenchable Curiosity
- Stewardship
- Being a Great Partner
- Inspire Others with Your Attitude
- Finding A Way, despite any obstacles
- Taking Ownership
Financial Services Manager
Location: Rise Corporate Office
Pay Range: $75,000-$80,000
Employment Status: Full-Time
Position Overview
Rise Association Management Group is seeking a Financial Services Manager to join our growing team. This position requires a motivated, detail-oriented, and proactive leader with extensive experience in corporate accounting and team supervision. The Financial Services Manager will oversee financial operations, manage a team, and ensure the accurate and timely preparation of financial statements for all client associations.
Key Responsibilities
Financial Oversight:
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Manage the preparation and distribution of monthly financial statements for all associations in compliance with GAAP regulations for not-for-profit organizations.
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Review financial packages, including P&L variances, bank reconciliations, and supporting documentation.
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Oversee the full accounting cycle, including month-end, quarter-end, and year-end processes.
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Conduct forecasting, budgeting, and financial analysis to support client needs.
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Assist in preparing association funding requests and coordinating annual reviews, audits, and tax return filings.
Team Leadership:
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Lead, manage, and provide training for the Financial Services Department, including accounts payable, accounts receivable, general ledger accounting, and closing teams.
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Monitor staff performance, set clear expectations, and provide ongoing feedback to ensure high performance.
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Foster a culture of discipline, excellence, and customer service within the team.
Operational Excellence:
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Oversee the timely billing of association assessments, application of cash receipts, and payment of invoices.
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Manage banking relationships, including new account setups and fund transfers.
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Develop and maintain processes to improve accuracy, timeliness, and efficiency in financial operations.
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Ensure timely accounting setup for new client transitions and manage outgoing transitions effectively.
Client Engagement:
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Communicate with association managers, board members, and developers to address financial concerns and provide support.
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Attend HOA and board meetings to present budgets and financials, as required.
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Provide superior internal and external customer service through effective communication and problem-solving.
Additional Responsibilities:
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Conduct research on outstanding or unexplained financial items.
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Assist with accounting system setup, testing, and maintenance.
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Participate in special projects and tasks assigned by the managing partners or leadership team.
Qualifications
Required Characteristics:
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Exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment.
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Strong analytical and problem-solving abilities.
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Professionalism in appearance and communication.
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Self-motivation and the ability to work independently and collaboratively.
Skills and Experience:
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Minimum of 5 years of corporate and client accounting experience.
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Proficiency in Microsoft Office Suite, particularly Excel, and strong data entry skills.
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Strong interpersonal and customer service skills.
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Proven ability to lead and develop a team.
Education:
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Bachelor’s degree in accounting or a related field preferred.
Work Environment and Physical Requirements
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Primary work location: 3131 Eastside Street, Suite 130, Houston, TX 77098.
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Ability to lift up to 20 lbs.
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Majority of work is performed seated in an office environment.
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Occasional evening or weekend work may be required.
Compensation and Benefits
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Pay Range: $75,000 - $80,000 annually, based on experience.
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Benefits Package:
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20 days of PTO per year + 11 paid holidays.
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Group Health
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Life & AD&D Insurance
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Available Dental, Vision, Short Term Disability, etc.
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401(k) Plan
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Why Join Rise AMG?
At Rise AMG, we believe in fostering growth and creating a supportive environment where employees can thrive. As a Rise employee, you will have the opportunity to lead, solve problems creatively, and make a tangible difference in a vibrant community.
Ready to take the next step in your career? Apply now to join the Rise AMG team and be part of a company dedicated to excellence in property management.
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