About the role
- Lead, coach, and develop a team of transition team members.
- Allocate work, monitor progress, and ensure timely completion of deliverables.
- Review work quality, resolve escalations, and drive process improvements.
- Provide regular updates to management on transition status and risks.
- Manage property onboarding, go-live activities, and transition schedules.
- Oversee bank access setup, AP workbooks, vendor onboarding, and weekly check runs.
- Ensure and setup utility accounts prepare tax trackers, prepare insurance trackers, and BSWP setups are completed.
- Review account reconciliations and resolve outstanding AP balances.
- Coordinate transition handoffs and ensure complete documentation is provided to stable accounting teams.
- Manage property offboarding activities, including bank account closures and cash analysis.
- Oversee final AP review, utility settlements, vendor payments, and reconciliations.
- Coordinate with Treasury, Operations, and new management teams to ensure a smooth transition.
- Ensure all financial obligations, reporting requirements, and closeout activities are completed.
Accounts Payable (AP) Management
- Oversee the end-to-end Accounts Payable process during property onboarding and offboarding phases.
- Manage the accurate setup and maintenance of AP workbooks, vendor profiles, and 1099 reporting requirements for new acquisitions.
- Review and approve weekly check runs, ACH payments across multiple property portfolios.
- Ensure timely resolution of outstanding AP balances, vendor discrepancies, and payment escalations from internal teams or external vendors.
- Perform detailed reviews of AP aging reports and account reconciliations to ensure accuracy prior to final property handovers.
- Audit utility settlements, final vendor payments, and invoice prorations during property dispositions
- Manage Emails and transition-related requests.
- Support financial reporting, reconciliations, and ad hoc accounting projects.
- Communicate effectively with internal stakeholders, clients, and vendors.
- Monitor transition pipelines and ensure milestone completion.