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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong expertise in Accounts Receivable management, financial data validation, and advanced Excel proficiency. Capable of maintaining accurate financial records, collaborating with teams, and managing multiple priorities effectively.
Highest-signal resume keywords
Accounts Receivable ManagementAdvanced Excel SkillsFinancial Data ValidationGeneral Ledger KnowledgeAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingData EntryBudget ValidationSpreadsheet ManagementQuality Control ChecksData Discrepancy ResolutionAccounting Software ProficiencyVantaca FamiliarityGoogle Sheets KnowledgeMicrosoft Office Proficiency
Soft Skills
Organizational SkillsTime ManagementWritten CommunicationVerbal CommunicationProblem-Solving Abilities
Tools & Technologies
Microsoft ExcelMicrosoft OutlookMicrosoft TeamsGoogle WorkspaceMicrosoft Copilot
Industry Keywords
HOA ManagementCommunity Association ManagementProperty ManagementFinancial Support RoleConfidential Financial Information
About the role
Key responsibilities & impact- Review and analyze accounts receivable balance reports
- Map account balance information into reporting formats and Excel templates
- Collate and convert homeowner account balance information into standardized spreadsheets
- Audit and validate account data against original source documents
- Identify discrepancies in homeowner names, addresses, balances, and other account information
- Assist with merging accounts and applying account/billing tags in client software
- Import validated homeowner balance information into the appropriate management system
- Maintain accurate records of accounts receivable and account transition activities
- Review financial reports and general ledger information
- Map general ledger accounts into the client’s accounting structure
- Review association budgets and assist with validating and setting up budget data
- Generate, process, organize, and distribute financial reports
- Compare financial information against source documents and identify discrepancies or missing information
- Maintain accurate financial records and documentation
- Perform detailed data entry and quality-control checks
- Organize, rename, and file digital documents
- Maintain spreadsheets, reports, and supporting documentation
- Monitor workflow queues and complete action items within deadlines
- Research and resolve basic data discrepancies before escalation
- Assist with special accounting and operations projects
- Respond to written inquiries and correspondence
- Communicate with internal teams about financial data, account information, and transition requirements
- Collaborate with accounting, operations, customer service, and management teams
- Provide updates on completed work, discrepancies, and outstanding items
- Escalate financial or account issues requiring client or management review
- Deliver remote, task-specific services to clients worldwide under defined scopes of work
Requirements
What you’ll need- 3+ years of experience in Accounting, Accounts Receivable, bookkeeping, or a related financial support role
- Strong working knowledge of general ledgers, budgets, account balances, and financial reports
- Demonstrated ability to review and validate financial data with a high degree of accuracy
- Advanced Excel skills, including spreadsheets, sorting/filtering data, formulas, and data validation
- Strong attention to detail and ability to identify discrepancies in financial records
- Excellent organizational and time-management skills
- Strong written and verbal English communication skills
- Ability to manage multiple priorities while meeting deadlines
- Strong problem-solving and research abilities
- Comfortable working independently while collaborating with a remote team
- Experience handling confidential financial or customer information
- Familiarity with American mailing addresses and street naming conventions is a plus
- Experience in HOA, community association management, property management, or a similar industry is preferred
- Experience with Vantaca or similar accounting/property management software is a plus
- Proficiency with accounting software, Accounts Receivable systems, or similar financial platforms
- Strong proficiency in Microsoft Excel
- Knowledge of Google Sheets
- Knowledge of Microsoft Outlook, Microsoft Teams, Gmail, or similar communication tools
- Knowledge of Microsoft Office or Google Workspace
- Vantaca or similar property management platform familiarity is preferred
- Microsoft Copilot or similar productivity tool familiarity is preferred
- English language required
- Availability for 40 contracted hours per week, Monday through Friday, 8:00 AM–5:00 PM EST
- Philippines region preference
Benefits
Comp & perks- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- Remote work
- Independent contractor engagement
