Onsite Financial Manager

The Financial Manager will serve as the senior onsite finance leader for Stonebridge Ranch Community Association, providing hands-on support across financial reporting, budgeting and forecasting, cash management, controls, and coordination of the annual audit process.

Key Responsibilities

• Act as the primary onsite financial resource and advisor to the General Manager, Assistant General Manager, and onsite department leaders.
• Contribute as an active member of the onsite leadership team by providing financial insight on operational priorities, strategic initiatives, and overall financial health.
• Prepare the Association’s monthly financial statements and the financial reporting package in line with established RealManage accounting standards and requirements.
• Review and analyze monthly financial results, focusing on material variances, trends, risks, accruals, and items requiring management attention.
• Produce monthly financial summaries, forecasts, schedules, and customized reporting for onsite leadership, the Finance Committee, and the Board of Directors.
• Lead the annual operating budget process, including assumptions, historical analysis, current-year performance, forecasting, departmental input, supporting schedules, and preparation for Finance Committee and Board review.
• Partner with onsite department leaders to build and manage departmental budgets, assess performance and variances, forecast anticipated needs, and strengthen financial accountability.
• Support reserve and capital financial planning, including reconciliation among operating, reserve, and capital activity.
• Present financial results to the Finance Committee and support the General Manager/Executive Director with Board-level financial presentations.
• Maintain up-to-date knowledge of the Association’s financial position, including cash, receivables, collections, assessments, contracts and commitments, reserves, and capital activity.
• Monitor cash flow and prepare forecasts as needed.
• Analyze receivables, aging, collection expenses and recoveries, assessment activity, and other significant revenue sources.
• Review financial activity for proper classification, supporting documentation, unusual transactions, and control exceptions.
• Maintain the Association’s approved financial reporting and account structure to support accurate and meaningful management reporting.
• Collaborate with onsite leadership to strengthen purchasing, expense management, documentation, and financial controls.
• Coordinate with RealManage Accounting Leadership and CiraConnect shared-service teams, including accounts payable, accounts receivable, collections, audit and tax, insurance, and other financial services.
• Coordinate with auditors and financial institutions to support the annual audit and tax process.
• Recommend and implement improvements that enhance financial reporting, internal controls, efficiency, transparency, and accountability.
• Independently research financial questions, resolve issues, and provide supported conclusions and recommendations to onsite leadership.
• Complete additional financial projects and responsibilities as required.

Requirements

• Bachelor’s degree in Accounting from an accredited four-year college or university.
• Minimum of five years of progressive accounting, financial management, controllership, or comparable experience.
• Demonstrated experience preparing and analyzing financial statements and financial reporting packages.
• Demonstrated experience developing and managing complex annual operating budgets and forecasts.
• Strong knowledge of Generally Accepted Accounting Principles and financial statement analysis.
• Advanced Microsoft Excel skills and experience with mid-level to upper-tier accounting systems.
• Ability to analyze financial results, identify material issues, and translate financial information into actionable business insight.
• Experience presenting financial information to senior leadership, Boards, committees, clients, or comparable stakeholders.
• Strong written and verbal communication skills, including the ability to clearly explain complex financial matters to financial and non-financial audiences.
• Strong analytical, organizational, prioritization, and problem-solving skills.
• Ability to work independently, manage competing priorities, exercise sound professional judgment, and operate effectively in a complex, high-volume environment.

Technology

• Microsoft Excel

Education and Experience (Summary)

The role requires a Bachelor’s degree in Accounting and at least five years of progressive experience in accounting or financial management, including work preparing financial statements, reporting packages, budgets, and forecasts.

Benefits

• Medical Insurance: company pays the premium for the Employee Only Tier on the HSA plan
• Dental Insurance
• Vision Insurance
• Life and Disability Insurance
• HSA (Required High-Deductible Medical Plan to be eligible)
• FSA account for health-related expenses
• FSA account for dependent care expenses
• Education Reimbursement for industry related classes
• 401K match after 1 year
• Employee Assistance Program (EAP)
• 9 paid holidays and 2 floating holidays

Preferred Qualifications

• Previous experience as a Controller, Assistant Controller, Senior Financial Manager, Senior Accountant, or in a comparable financial leadership role
• Large-scale community association, HOA, property management, real estate, or outsourced accounting experience
• Experience supporting organizations with multiple departments, facilities, cost centers, capital projects, or funding sources
• Experience with reserve accounting, capital planning, and assessment-based revenue structures
• Experience partnering directly with operational department leaders
• Experience working with Boards of Directors, Finance Committees, or sophisticated client stakeholders
• CPA, CMA, MBA, or other advanced accounting or finance credential is a plus

Physical Requirements

• Ability to sit for prolonged periods at a desk and work on a computer
• Ability to occasionally stand, walk, bend, or reach as needed
• Ability to lift or move objects up to 10–15 pounds (for example, files or office supplies)
• Manual dexterity to operate a computer keyboard, mouse, telephone, and other office equipment
• Visual acuity to read printed materials, spreadsheets, and computer screens
• Hearing and speech ability to communicate effectively in person, by phone, and in virtual meetings
• Ability to work in a standard office environment with moderate noise levels
• Ability to work a standard schedule, with occasional extended hours as required

Location and Compensation

This onsite position is located in McKinney, TX. Salary is USD 100,000 - 110,000 per year.

Disclaimer

This description is not intended to be an exhaustive list of duties. Responsibilities may evolve based on Board direction and community needs. Reasonable accommodations may be made to enable qualified individuals to perform the essential functions of this position.