Financial Account Specialist

Financial Account Specialist

San Antonio, TX | Full-Time | In Office

Monday – Friday | 8:00 AM – 5:00 PM
Salary: $45,000 per year

Be the Financial Backbone of a Growing Company

Are you passionate about financial accuracy, organization, and making an impact? Do you thrive in an environment where your analytical skills and attention to detail help drive business success?

Lifetime HOA Management is looking for a Financial Account Specialist to join our growing team. In this key role, you'll oversee critical financial operations, support leadership with meaningful financial reporting, and ensure the integrity of our financial processes. If you enjoy solving problems, working with numbers, and contributing to a collaborative team, we'd love to meet you!

What You'll Do

As our Financial Account Specialist, you'll play a vital role in maintaining the financial health of our organization by:

• Preparing financial reports and statements for leadership review
• Performing detailed bank reconciliations to ensure financial accuracy
• Managing banking operations, account maintenance, and internal fund transfers using AXOS or similar banking platforms
• Assisting with budgeting, forecasting, and cash flow analysis
• Maintaining the Chart of Accounts and overseeing budget uploads
• Reviewing financial information across multiple systems for accuracy and completeness
• Monitoring financial performance and identifying potential risks
• Conducting reconciliations and financial reviews to ensure compliance with GAAP
• Collaborating with internal departments to improve financial processes and reporting

What We're Looking For

We're seeking a finance professional who is:

• Experienced in financial reporting and bank reconciliations
• Knowledgeable in GAAP and sound financial management principles
• Proficient with AXOS or similar financial systems (preferred)
• Highly analytical with excellent problem-solving abilities
• Organized, detail-oriented, and able to manage multiple priorities
• Comfortable working independently while supporting a collaborative team
• Bachelor's degree in Accounting, Finance, or a related field preferred

Why Join Lifetime HOA Management?

At Lifetime HOA Management, we believe our employees are our greatest asset. We offer a supportive culture where your contributions matter, your ideas are valued, and your career can grow.

Comprehensive Benefits Include:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Company-Paid Life Insurance
• Voluntary Supplemental Benefits
• Paid Time Off (PTO)
• Paid Holidays
• 401(k) Retirement Plan with Company Match
• Professional Development Opportunities
• Career Growth & Advancement Opportunities

Why You'll Love Working Here

• Work directly with company leadership
• Make a meaningful impact on business operations
• Join a stable and growing organization
• Expand your financial expertise
• Enjoy a collaborative, professional team environment
• Opportunities to develop and advance your career

Ready to Take the Next Step?

If you're a motivated financial professional who enjoys accuracy, accountability, and making a difference, we'd love to hear from you.

Apply today and become part of the Lifetime HOA Management team!

Lifetime HOA Management is an Equal Opportunity Employer.

Disclaimer: This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Responsibilities may change based on business needs.