JOB SUMMARY
The Financial Associate is instrumental in the delivery of financial services to our Community Development District (CDD) clients. This position combines elements of finance, accounting and real estate. An Associate’s primary duty is to compile and populate multiple assessment and tax rolls on an annual basis; communicate with county property appraisers and tax collectors for transmission of data; calculate, provide and track bond payoff requests; prepare ad hoc financial analysis related to real estate or municipal bond transactions; assist the Financial Analysts and Financial Services Manager as-needed.
EXPERIENCE & EDUCATIONAL QUALIFICATIONS
- Requires a Bachelor’s degree in Finance, Accounting or General Business from an accredited College/University.
- Successfully pass pre-employment screenings and background/reference checks.
- Ability to work independently in a fast-paced environment.
- Ability to coordinate/manage multiple projects at the same time.
- Ability to interact and communicate effectively with colleagues and customers/clients of all professional levels.
- Demonstrate organization, attention to detail, problem solving, creative, and independent thinking.
- Demonstrate a commitment to the company’s philosophy of high quality, professionalism and organizational culture.
KNOWLEDGE & CRITICAL SKILLS
Must have a working knowledge of applicable company policies, procedures, state licensing standards, and must be familiar with accreditation expectations, including, but not limited to:
- Knowledge and application of Microsoft Excel and Word required.
- Knowledge and application of basic financial principles.
- Strong communication skills both written and verbally is a must.
- Real estate knowledge/experience is preferred.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Responsible for compiling assessment data and submission to county property appraisers for a portfolio of multiple CDDs.
- Responsible for the creation and delivering of invoices for collecting “direct-billed” assessments to certain property owners for multiple CDDs.
- In charge of calculating, delivering and recording CDD bond pay-off requests.
- Respond to builder/developer client requests for “what-if” real estate and bond scenarios.
WORK ENVIRONMENT
Regular office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Job Type: Full-time
Salary: $40,000.00 to $45,000.00 /year
Experience:
- finance: 3 years (Preferred)
Education:
- Bachelor’s (Preferred)
Location:
- Citrus Park, FL (Preferred)
