Clark Simson Miller: HOA Accounting Specialists with 150 Years of Experience

Clark Simson Miller is a leading provider of remote management, accounting, and financial services for community associations and management partners across the United States. With over 150 years of combined experience in the association management industry, we specialize in delivering customized solutions to meet the unique needs of every community we serve. Our mission is to reduce the burden on volunteer board members and management companies by offering cost-effective, professional services that streamline operations and enhance community success.

We partner directly with volunteer board members to lower management costs by providing an alternative to traditional full-service management. Additionally, we collaborate with small to medium-sized management companies by offering “white label” accounting services, allowing them to reduce HR concerns while maintaining seamless operations. Our services include financial management, homeowner support, community communications, resale assistance, annual meeting preparation, online portals for owners and board members, and back-office administrative support.

At Clark Simson Miller, we understand that every association is unique. Our hybrid solutions are tailored to meet the specific challenges and goals of each community, ensuring superior results. By focusing on cutting-edge technology, personalized service, and transparency, we empower boards and management teams to focus on what truly matters – building strong, thriving communities. Let us show you how a partnership with Clark Simson Miller can deliver exceptional value and results.

Essential Functions

An individual must be able to successfully perform the essential functions of this position with or without a reasonable accommodation.

• Proficient with Google Suite applications including Gmail, Docs and Sheets
• Communicate effectively in person or by using telecommunications with our clients and fellow co workers and generally enjoy working with a diverse clientele
• Strong interpersonal, written and verbal communication skills required
• Ability to multitask and work autonomously within established procedures and practices with limited supervision, set priorities, meet deadlines, work under pressure and adjust to change • Strong decision-making, organizational and problem-solving skills
• Read Ledgers to follow transactions
• Filing of accounting documents
• Review financial statements for accuracy and completeness
• Apply fundamental accounting theories and concepts to support the Accounts Payable process • Assist with the setup and maintenance of new and existing vendor payable accounts • Assist with the monthly Accounts Payable close and accrual process
• Understand cash flow process for HOAs
• Monitor Petty Cash disbursements and provide receipts for coding
• Collect and Monitor W-9 forms and certificate of insurance for all vendors for HOAs • Review all invoices to double check for accuracy and avoid duplicate payments
• Process vendor invoices on a daily basis and ensure all client invoices are paid on a monthly basis • Process and distribute billing statements for clients
• Monitor accounts receivable for clients and initiate collections when necessary
• Identify accounting errors or discrepancies on financial statements
• Handle or facilitate all client inquiries and requests
• Demonstrate integrity and strong character
• Demonstrate the ability to manage time to maximize the maintenance of on-going client relationships

Core Competencies

An individual must be proficient in each of the competencies listed below to successfully perform the responsibilities of this position.

Personnel:

• Follows applicable laws and regulations for handling sensitive and confidential files and information • Reports any issues or concerns immediately to their direct supervisor or HR manager

Training:

• Follows all training documents and schedules

Judgment: Makes effective choices

• Uses policies, procedures, and/or guides to make good ethical choices
• Uses data and facts to make day to day decisions and involves others as needed
• Recognizes what might be a problem and informs those who can correct it

Client centered: Serve the Client

• Shows care and concern when serving our clients and their needs
• Asks questions in order to understand their needs
• Uses policies and information in order to exceed the Client's expectations
• Finds the right resources (people and/or tools) at the right time in order to resolve any requests

Execution and Results: Get results

• Ensure work is done thoroughly and correctly. Works on top priorities first
• Makes a consistent effort to get results
• Acts with a sense of urgency to ensure deadlines are met
• Takes action to resolve problems so work can be completed in a timely manner

Planning and Improvement: Plan for and improve work

• Accepts responsibility and meets expectations for own work
• Identifies steps needed in order to carry out work required

Influence and Communicate:

• Listens to others and ask questions about what is needed
• Communicates in a respectful and professional manner

Ethics and Compliance:

• Follows all company policies and procedures
• Shows integrity and ethical behavior in all work situations

Education and Training:

• High School Diploma
• 3-5 years related experience; or equivalent combination of education and experience

Adaptability:

• Adapts to changing work demands
• Stays focused on own work when faced with challenges and/or difficulties
• Stays open to and learns from feedback

Physical Activities

The following physical activities are necessary to perform one or more of the essential functions of this position.

• **__**Moves, lifts, carries supplies weighing less than 20 pounds without assistance
• Creates documents, reports, etc. using a writing instrument or computer
• Ability to enter and locate information on a computer
• Visually verifies and/or reads information
• Sits for an extended period of time
• Must be physically present in the office as the needs of the business dictates