We are looking for a hands-on leader that would be responsible for directing and coordinating activities for all finance functions for operations of Clearwater’s On Top of the World entities. Financial development, monitoring and reporting to management. Assists in the establishment of policies and procedures for ensuring appropriate internal controls. Develops, coordinates and monitors the budgeting processes for the condominium association and operational departments.
Additionally, this position is responsible to identify, assess and resolve potential risks to the Company and manage those risks with programs and processes consistent with the Company’s overall risk strategy in coordination with our many departments within the Company. The Senior Manager, Community Resources will work closely with the Vice President and General Manager, Human Resources, insurance brokers, legal representatives and all levels of management and staff within the Company to mitigate liability, manage claims, and minimize costs.
On Top of the World, is a 55 plus active adult community nestled in the heart of Pinellas County in Clearwater, Florida. We believe that people matter and this basic philosophy drives our commitment to service and efforts towards continuous improvement for our residents. So, if you’re looking for a team oriented culture focused on quality and purpose, and interested in a position where you can make a difference, then come join On Top of the World, Clearwater!
Responsibilities:
- Processing of income and expenses for all OTOW Clearwater entities, SCA Amenities, LLC, Parkway Pinellas, LLC, OTOW Condo Assoc.
- Analyze financial data and monitor adherence to operational budgets of OTOW Clearwater entities. Work with respective department managers to manage operations and avoid budget variances while maintaining appropriate levels of service and quality of product.
- Develops and monitors operational budgets.
- Accounts payable and receivable processing.
- CSF monitoring, collection, processing and tracking of delinquent accounts.
- Engage Accounting firm for audits, attorneys for collections and liens.
- Negotiate Insurance coverage for community and related entities.
- Work closely with General Manager on insurance renewals and cost allocations.
- Design and implement an overall risk management process for the organization, which includes an analysis of the financial impact on the company where risks are identified.
- Assess and evaluate risks that affect the company and ensure risks are properly addressed and mitigated.
- Understand the level of risk the company is willing to accept and ensure insurance programs are consistent with the risk tolerance.
- Develop policies and procedures and provides training and educational materials to enhance risk awareness with management, employees, and when relevant within the community.
- Provide technical advice on insurance related matters, loss prevention and other risk management issues and create and communicate business continuity plans to limit risks.
- Lead accident investigations within the community in real time.
- Work with departments, our broker, insurance carriers, and insurance adjusters on active insurance claims and related attorney demand letters; provide needed documentation and other feedback, including photographs and security video footage, where appropriate, and make court appearance/depositions when required.
- Report and track all property, liability and worker compensation claims to our insurance broker and carrier partners.
- Work with our Workers’ Comp carrier to review all safety considerations and help reduce injuries, claims, and the resultant WC experience modification & premiums.
- Assist in the annual Workers’ Compensation audit with the WC carrier’s auditor and Human Resources.
- Oversee and work with Human Resources on Clearwater Workers’ Comp claims and related resolutions and settlements.
- Report Worker Comp claims to the carriers, gather information from internal customers, provide documentation for the claim, present estimates, respond to legal proceedings, etc. Keep current on changes in insurance industry as well as laws pertaining to liability and worker compensation.
- Oversees safety programs, policies, and procedures, hires safety officer, if needed.
- Oversee internal safety program and training.
- Lead Review Board investigation and meeting.
- Follow and enforce policies and procedures
- Closely follow the Americans with Disabilities Act when dealing with modification requests and property improvements.
- Assist the CSO in responding to resident requests.
- Develop policies and procedures for office management and internal controls.
In addition to the responsibilities described above, the role may include such other responsibilities and duties as assigned from time to time, based upon management company needs or requirements.
- Performs other duties as necessary.
- Responsible for compliance of company policies and directives.
- Professional manner, discretion, and appearance are expected.
- Reports any incident or accident to the Manager/Director. Informs manager of any issues.
- Well organized, ability to multi-task, efficient.
- Punctuality and Attendance are significant job reliabilities
- Maintain clean and orderly work environment
Supervisory Responsibilities:
- Supervise team members.
- Provide overall direction, coordination, and evaluation of the staff performance.
- Carry out supervisory responsibilities in accordance with the policies and applicable laws.
- Responsibilities include interviewing, hiring and training staff, planning, assigning and directing work, appraising performance, rewarding, counseling and disciplining employees, addressing complaints and resolving problems.
- Responsible for compliance of company policies and directives.
- Professional manner, discretion, and appearance are expected.
- Reports any incident or accident to the Manager. Informs manager of any issues.
- Well organized, ability to multi-task, efficient.
- Punctuality and Attendance are significant job reliabilities
- Maintain clean and orderly work environment
Qualifications Education & Experience:
- Bachelor’s degree in finance or related field from an accredited college or university.
- Five (5) plus years of management accounting/finance experience, at least one year of supervisor experience or an equivalent combination of education and experience.
- Three (3) plus years of experience working in the insurance industry ideally within condominium communities
- Three (3) plus years of experience developing budgets for condominium or homeowners associations.
- Working knowledge of real estate and condominium association management a plus.
- Two (2) plus years of job costing, billing and project accounting experience or an equivalent combination of education and experience.
- A valid Florida Driver’s License is recommended
Skills:
- Must be able to read, analyze and interpret general business and professional procedures and governmental regulations.
- Ability to write business correspondence and procedures manuals.
- Ability to effectively present information to management, customers and staff.
- Ability to add, subtracts, multiply, and divides.
- Ability to compute rate, ratio and percent, and interpret the data.
- Ability to solve and deal with a variety of variables in communication, procedures and equipment.
- Ability to apply standards to problems or situations.
- Experience on Excel and Word.
Required Training:
- Basic Company Safety training
- CPA a plus
