Proper AI is an AI-first accounting service built for property managers and real estate operators.
By combining automation, technology, and a global team of accounting experts, we deliver faster, more accurate financial operations at scale.
We’re a team of builders, problem-solvers, and operators from around the world, working together to modernize one of the most critical functions in real estate.
Learn more at Proper.ai
Department: Accounting Operations
Roles and Responsabilities
- Ensure correct processing of bank reconciliations (w/triple tie-outs) including unmatched transactions in the software.
- Process management fees, owner distributions/contributions, and owner financial statements.
- Completing move-in and move-out processes.
- Add new vendors into software for categorization and processing.
- Obtain proper documentation of W9 for all vendors for each client.
- Following all company protocols and SOPs to ensure quality of daily operations.
- Own the quality of processes for AP, AR, and bank reconciliations.
- For Appfolio clients, ensure all issues are cleared out of the financial diagnostic page on a weekly basis.
Communication
- Interface with Senior Accountant and GAs to communicate processing needs.
- Escalate accounting related questions, inquiries, and blockers that impact processing to the Senior Accountant.
- Assist Senior Accountant in coaching AP Specialists and Data Entry personnel to improve the property accounting skills we use for client processing.
Requirements
- Accounting bachelor's degree
- 3-5 years of experience in accounting roles
- Intermediate MS-office or Google Suite experience
- Advanced English
