Transitions Specialist

The Transition Support Specialist – Accounting and Administration manages the incoming and outgoing community transition process serving as a single point of contact for the company as well as assisting with accounting related transition items.  

What you’ll accomplish: 

• Oversee the execution of incoming management contracts, ensuring timely notification to internal teams. 

• Serve as the primary point of contact for either the prior management company (PMC) or new management company (NMC), based on the transition direction, and proactively monitor and communicate any outstanding items and follow-up needs. 

• Import trial balances, homeowner data, and A/R balances; reconcile PMC cash; manage month-end close processes; and transition responsibilities to the Community Accounting team. 

• Request, receive, organize, and track all transition-related documents. 

• Assign specific tasks to internal teams involved in the transition process and monitor progress to ensure timely completion. 

• Track and manage task deadlines, ensuring internal parties meet assigned goals. 

• Provide regular, summarized reports on transition status for Leadership Team review. 

• Develop and distribute standardized collateral materials (e.g., welcome letters, checklists) to support the transition process. 

• Identify opportunities for process improvements to increase efficiency and enhance the transition experience

• Transfer and enroll utilities on autopay. 

• Manage and track subsidy billing distributions. 

• Perform additional duties or functions as required to support the transition process. 

What we’re looking for: 

• 2+ years experience in project management, administration, accounting, or related field 

• Solid accounting knowledge and experience with accrual accounting 

• Community Management/HOA industry experience (highly preferred) 

• Intermediate knowledge of MS Office programs (Word, Excel, Outlook) 

• Highly organized and detail-oriented with ability to multi-task and meet deadlines 

• Ability to work independently with limited supervision 

• Ability to establish and maintain good working relationships 

• Positive attitude and the ability to communicate effectively both verbally and in writing with audiences at various levels both inside and outside of the company

• Ability to maintain confidentiality of information  

• Analytical thinker with strong problem-solving skills  

Requirements

This is a full time role

Up to $8/hr

100% Remote