Classification:                Full Time, Exempt

Hours + Availability:            9AM-5PM, M-F - occasional after hours work

Pay Range:        60-65k        

About Nest DC

The Finance Specialist provides critical support to the finance and home management teams while playing a key role in positioning the company as a leader in property management. The role requires strong problem-solving skills and the ability to manage urgent situations while fostering a collaborative and enjoyable work environment. 

As such, the following will be core responsibilities:

General Finance Department Tasks

• Mail collection, sorting, scanning, and distribution

• Check scanning/deposits for Nest DC Finance

• Records receipts and expenses in property management software (Appfolio), pay bills and charge to tenants as needed

• Ensure accuracy of bank accounts, including transfers of funds and reconciliation of income and expenses

• Account for clients that have ended management within Appfolio including final owner statement and funds either payable or due

• Manages concessions both from owners and from Nest DC, ensuring proper approval. Track and report Nest DC concessions monthly

Accounts Payable 

• Weekly bill detail oversight and processing for approval

  • Vendor and contractor payments

  • Mortgage and Condo Fee payments

  • Nest DC payables

• Real Property Tax DC Payments

• Oversee utility billing and payments

• Cut in office checks as needed

• Uncleared checks and reporting unclaimed funds to DC

• Vendor statements and responses for delinquent balances

Accounts Receivable 

• Understand and assist with the rent collection process, delinquency, and late fees.

• Oversee voucher payment collection and posting to tenant ledgers. Manage the reconciliation of these funds within the bank accounts.

• Understand DC tenant eviction/collection processes

• In depth understanding of Tenant Ledgers

  • Review delinquent tenant accounts

  • Update tenant charges

  • Flag anything that needs more attention

• Track, collect and report on Owner aging balances. Follow the 30-60-90-120 collection process. 

Owner Statement Processing

• Prepares monthly owner statements by making corrections to statement entries, and scanning statements for errors

• Ensure all Nest DC income is captured by posting management, leasing, starling, and other fees to owner statements

• Confirm tenant or owner issues were resolved from last statement period

• Review Owner Directory to confirm Owner settings are correct

• Assist with keyword search and flag discrepancies 

• After statement delivery and disbursement of Owner funds, address questions from Home Management teams and Clients to resolve any issues quickly and efficiently

• Provide financial statements upon request

Security Deposit Processing

• Process security deposit accounting  

• Manage security deposits for roommate swaps (tenant replacement process)

• Email communication for both tenants and owners

• Update Bank transfer information between security deposit and escrow bank accounts for Corporate Finance

• Escalate security deposit concerns to Home Manager 

Compliance and Licensing

• Understand Basic Business License, RADs, OTR, and C of O’s required for Clients

Skills Required for Performance Standards

• Extremely detail-oriented and numbers savvy

• Superior organization and time management skills

• Ability to work independently and is self-directive

• Ability to communicate clearly and accurately to a range of audiences, both verbally and in writing

• Strong interpersonal skills

• Proficiency in GSuite products and MS Office including Word and Excel

• Knowledge of Apple computers

• Ability to quickly learn property management software and tools

• Understand Accounts Payable & Accounts Receivable Process