Accountant III

COMPANY OVERVIEW

The Lakewood Ranch Inter-District Authority (IDA) serves as a vital administrative body for the five Lakewood Ranch Community Development Districts (CDDs), and the Village Homeowners' Associations of Country Club/Edgewater, Summerfield/Riverwalk, and Greenbrook, providing essential administrative, financial, operational, and maintenance services. Our mission is to enhance community living through effective management and support: One Team Serving One Community.

ACCOUNTANT III JOB SUMMARY

Under administrative direction, is responsible for assisting the CFO in directing the fiscal functions of the Homeowners Associations, and assisting as needed, for Inter-District Authority and the Community Development Districts, in accordance with accounting standards generally accepted in the United States of America and compliant with GASB, FASB, GAAP, Government Auditing Standards, other regulatory and advisory organizations, as they may apply, and in accordance with appropriate financial management techniques and practices. The employee also collaborates with and coordinates the work of other professional accounting staff, as well as clerical personnel involved in the overall operations of the Finance Department.

ACCOUNTANT III MINIMUM QUALIFICATIONS

ACCOUNTANT III KNOWLEDGE/SKILLS/ABILITIES

ACCOUNTANT III ESSENTIAL FUNCTIONS

1. Assist in all accounting and finance requirements, including but not limited to general ledger accounting, maintenance, financial preparation, and reporting for Homeowners Associations (HOAs).

2. Prepare Annual Homeowners Associations (HOA) budgets, periodic budget amendments, regular monitoring of actual cost performance against budget, and timely reporting of results and deviations. Uploads approved/adopted budgets to accounting software.

3. Interact with and at times directs various accounting and other staff members who provide input in general and subsidiary ledgers, budgetary files, and revenue/ expenditure accounts for all funds.

4. Assist in the design and development of accounting controls, systems, forms, and procedures to promote more effective and efficient operations.

5. Compile Homeowners Associations (HOA) financial statements and perform other general accounting operations.

6. Utilize current financial accounting software and Microsoft Office to maintain the general ledger and related subsidiary accounts for assigned functions and funds.

· Create, review, analyze, and posts entries, as applicable.

· Prepare monthly reports and financial statements for Homeowners Associations (HOAs).

· Post outstanding AR adjustments.

· Perform AR to GL Reconciliation.

· Post Month End closing adjustments.

· Post Fine/Interest Income.

· Post recurring Journal Entries.

· Post accruals.

· Review Bad Debt analysis report.

· Manage Operating and Reserve accounts and cash balances for all HOA accounts, and Maintenance Free Neighborhoods (MFNs) within HOAs.

· Create and manage check requests for HOAs.

· Perform rental accounts reconciliation and process HOA refund check requests.

· Collect relevant data, analyze, and solve complex accounting issues using pronouncement recognized as appropriate governmental guidance.

7. Prepare and distribute Financial Packages to HOA and Board members before Board meetings.

8. Present financial data at monthly HOA meetings.

9. Perform monthly expenditure reconciliations based on approved allocation methodologies.

10. Prepare cash flow analysis and cash flow projections for all Homeowners Associations (HOAs).

11. Invest in approved financial institutions in various Certificate of Deposits (CDs) excess cash with short-term maturities. Maintain log of current CDs and their maturity by HOAs and MFNs. Update investment schedules.

12. Perform monthly bank statement reconciliations in a timely manner for all operating and reserve HOA accounts.

13. Assist in audit coordination and provide information to external auditors in the preparation of fiscal year-end.

14. Upload to portal 1099s or prepare and mail in accordance with updated guidelines.

15. Review MFNs asset replacement schedule and update as agreed upon with committee members and chair.

16. Assist with HOA vendor directory updates.

17. Assist with cross-training and backup provisions identified for all positions.

18. Assist as a backup for bank deposits, payables, lock box posting, credit card and cash deposits.

19. Responsible for professional and courteous working relationships with all IDA employees, District Supervisors, and HOA Directors.

20. Responsible for prompt, accurate, and courteous service to all customers and other outside agencies or vendors.

21. Perform all other duties as assigned or needed.

ACCOUNTANT III SUPERVISORY RESPONSIBILITY

No supervisory responsibility for this position.

ACCOUNTANT III WORKING CONDITIONS

Work is conducted primarily in an office environment, located at Town Hall, 8175 Lakewood Ranch Blvd, Lakewood Ranch, FL 34202. There are occasional trips to other facilities within Lakewood Ranch, at which conditions may vary. This position frequently requires working within strict deadlines. Typically sitting at a desk. Lifting up to 25 lbs.

ACCOUNTANT III WORKING HOURS

Normal working hours are 7:00 am to 6:00 pm, 40 hours per week, Monday through Thursday. Overtime may be required; however, this position is exempt from overtime pay.

ACCOUNTANT III ADA COMPLIANCE

The Lakewood Ranch Inter-District Authority is an Equal Opportunity Employer. Reasonable accommodations may be made for qualified individuals with disabilities to perform essential physical functions. Prospective and current employees are invited to discuss accommodations.

Additional Benefits - Work-life balance with a 4-day work week, 9 paid holidays with 2 floating holidays, Year 1-4 = 138 Hours of PTO (increases by 40 hours every 5 years), Retirement - 457 and 457 Roth with company match, and paid employee health benefits.

Job Title: Accountant III

Department: Finance

FLSA Status: Exempt

Job Grade:Grade 15

$65,075- $100,866 Annually

$31.29 - $48.49 Hourly

Veterans' Preference - The IDA provides veterans' preference in hire to eligible applicants in accordance with Florida Statute Chapter 295. If you would like to seek Veterans' Preference certification must be completed along with your application. You will also be required to provide documentation, normally a DD214, demonstrating honorable discharge from the military as well as possibly additional documentation depending on eligibility criteria ( i.e. marriage license, certification of service-connected disability etc.).

If you are ready to contribute your expertise in accounting to a dynamic team where public service meets community pride and work alongside dedicated professionals to make a lasting impact, we invite you to apply today!

Job Type: Full-time

Pay: $65,075.00 - $85,075.00 per year

Benefits:

Schedule:

Education:

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Bachelor's (Required)

Experience:

License/Certification:

Ability to Commute:

Work Location: In person