Account Specialist

1 month ago


Hubli, India Xpheno Full time

Relevant Experience

1-3 years of accounting or similar experience

Must have experience working with Statements

· Experience in mortgage processing, Due diligence, and US Real estate will be preferred

Technical Know-how/Tools used

· Expertise in MS Office and ERP/Accounting packages

· Should be able to use basic excel formulas

· Exposure to Salesforce and Yardi (added advantage)

· Ability to accurately compute the fines resulting from code violations, payment processing

· Ability to construct simple reports with basic knowledge of data governance and security principles and procedures

· Ability to conduct due diligence for accurate disclosure of accounting statements

· Basic theoretical knowledge of financial statements

· Basic understanding of the application of the HOAʼs risk management policies and organisational controls

EXPERTISE AND QUALIFICATIONS

Roles & Responsibilities

Operational Excellence

1. Collect receivables such as detailed ledger/statements from HOAs across the channels of the company such as calls/emails

2. Conduct diligent checks to identify misapplied and erroneous statements received from HOAs and ensure timely communication

and explanation of the identified misapplied statements

3. Actively drive the research of HOA statements, code, and fees, and stay abreast of the statutory changes and modifications from

time to time

4. Present an accurate classification of HOA expenses and support the accounting team in booking them correctly and in a timely

fashion

Stakeholder Management

1. Open formal channels of communication with the HOAs regularly to collect, identify and explain expenses and misapplied

statements

2. Act as a point of contact and liaison for the accounting team to clarify doubts and ensure timely and well-rounded replies to

queries regarding HOA expenses

Governance & Compliance

1. Adhere to the respective guidelines to create and distribute the operational report in an easily comprehendible format in MS

Excel

Key Result Areas

1. Ensure Timely and accurate statement identification and communication



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