Howard Financial

Accounting Manager

• Serve as the principal financial advisor and relationship lead for assigned clients, fostering strong, professional partnerships built on trust and accountability.
• Provide executive-level financial oversight across HOA communities, hospitality entities, trust accounts, and short-term rental portfolios.
• Lead and develop Senior Controllers and accounting teams to ensure accuracy, consistency, and high service standards.
• Stabilize and enhance client accounting operations, ensuring timely and reliable financial reporting.
• Review and approve monthly financial statements, budgets, forecasts, and variance analyses.
• Ensure compliance with GAAP, fund accounting principles, fiduciary standards, and HOA governing documents.
• Present financial results and strategic insights to HOA Boards and client leadership.
• Strengthen internal controls and safeguard operating, reserve, and trust funds.
• Drive continuous improvement through process optimization, automation initiatives, and technology integration.

Accounting Director, Hospitality, HOA Industry

Controller

• Serve as the primary financial lead for assigned hospitality clients (hotels, restaurants, multi-unit groups, and related entities)
• Act as a trusted advisor to owners, GMs, and executive leadership, providing clear financial insights and recommendations
• Oversee monthly, quarterly, and annual financial close processes across client portfolios
• Review and approve financial statements, management reports, and KPI dashboards
• Ensure GAAP compliance, internal controls, and consistency across client engagements
• Support budgeting, forecasting, cash flow planning, and long-term financial strategy
• Analyze labor, food & beverage costs, occupancy, ADR, RevPAR, and other hospitality KPIs
• Partner with operations teams to identify margin improvement opportunities
• Ensure accurate revenue recognition across multiple revenue streams (rooms, F&B, events, management fees, etc.)
• Support new property openings, system implementations, and transitions
• Lead, mentor, and develop accounting managers, senior accountants, and staff accountants
• Review team output for accuracy, timeliness, and quality
• Establish clear workflows, deadlines, and performance expectations
• Provide ongoing coaching, training, and professional development
• Participate in hiring, onboarding, and performance management
• Drive standardization and efficiency across accounting processes
• Identify and implement best practices, automation, and system enhancements
• Oversee accounting systems and integrations (e.g., POS, PMS, payroll, AP platforms)
• Collaborate with leadership on scaling operations as the client base grows
• Coordinate with external auditors, tax advisors, and banking partners
• Ensure timely completion of audits, tax filings, and regulatory requirements
• Maintain strong internal controls and risk management practices

Senior Controller

Accountant

• Own and manage the monthly close process for multiple real estate entities
• Prepare and post journal entries, accruals, and reconciliations
• Maintain accurate general ledger records across property and holding entities
• Prepare monthly, quarterly, and annual financial statements
• Manage accounting for multiple properties and legal entities
• Handle intercompany transactions and eliminations
• Support job costing, project accounting, and development activities
• Assist with investor reporting, lender reporting, and draw requests as needed

Senior Accountant, Real Estate Industry

Bookkeeper

• Process and code vendor invoices; ensure proper approvals
• Manage payment runs (ACH, check, wire)
• Reconcile vendor statements and resolve discrepancies
• Maintain vendor records, W-9s, and support 1099 reporting
• Respond to vendor inquiries
• Assist with bank/credit card reconciliations and journal entries
• Support month-end close and audits as needed

Bookkeeper, AP Experience

Recruitment

• Own full-cycle recruiting for finance and accounting roles
• Proactively source and engage candidates via LinkedIn Recruiter, job boards, and referrals
• Screen resumes and conduct structured phone interviews (technical fit, systems, compensation, culture)
• Partner with hiring managers to define requirements and drive hiring decisions
• Create and manage job postings across recruiting platforms
• Coordinate interviews, manage candidate communication, and support offer processes
• Maintain accurate records in the ATS and support basic onboarding administration

Recruiter

• Oversee the month-end and year-end closing processes across a diverse portfolio, ensuring all financial reporting is strictly compliant with US GAAP
• Manage complex revenue recognition (ASC 606), deferred revenue, and reconciliation between sales platforms (Shopify) and accounting software (QuickBooks Online)
• Lead the preparation of annual budgets, monthly forecasts, and cash flow projections, providing CEOs and founders with actionable financial intelligence
• Design and maintain a strong internal control environment
• Ensure the organization is 'audit-ready' and manage relationships with external auditors/tax specialists
• Define and monitor corporate spend policies and accounts payable workflows using Ramp, ensuring optimal cash management and departmental accountability
• Supervise payroll cycles, executive compensation, and benefits administration via Gusto, ensuring total compliance with multi-state tax regulations
• Track and report on industry-specific metrics such as SaaS Unit Economics (CAC, LTV, MRR/ARR) and Ecommerce performance (Gross Margin, ROAS, Contribution Margin)
• Act as a key strategic partner for the leadership team, mentoring junior accounting staff and optimizing the integration between Shopify, Ramp, Gusto, and QBO.

Controller, E-commerce/SaaS Experience

• Own and oversee trust accounting across multiple legal entities and property portfolios
• Ensure strict compliance with state trust laws, escrow requirements, and brand standards
• Maintain clean separation of operating funds, owner funds, and tax liabilities
• Oversee the preparation and accuracy of monthly owner statements
• Partner with Owner Relations and Operations to resolve owner inquiries with clarity and professionalism
• Translate complex financial data into owner-friendly explanations
• Serve as the accounting lead for PMS platforms
• Ensure seamless integration between PMS, accounting software, and payment processors
• Manage accounting operations across multiple properties, markets, and ownership structures
• Oversee revenue recognition for nightly rent, fees, taxes, commissions, and ancillary services
• Lead, mentor, and develop an accounting team with a service-oriented mindset
• Establish scalable processes as the portfolio grows through onboarding, acquisitions, or new markets
• Drive month-end close, reconciliations, audits, and financial reporting
• Oversee lodging tax compliance (state, county, city, special districts)

Director of Accounting – Vacation Rental Portfolio

Financial Planning and Analysis

• Own budgeting, forecasting, and variance analysis
• Analyze key hospitality KPIs (ADR, Occupancy, RevPAR, NOI)
• Build and maintain financial models at property and portfolio levels
• Partner with Operations and Revenue Management to drive profitability
• Prepare management and investor reporting

FP&A Analyst – Short-Rentals, Hospitality Industry

• Oversee and manage all aspects of Real Estate accounting, including financial reporting, general ledger, accounts payable/receivable, and payroll.
• Prepare monthly, quarterly, and annual financial statements and reports for Real Estate clients.
• Conduct variance analysis and work with Real Estate management to explain financial results.
• Ensure compliance with tax laws, accounting standards, and industry best practices.
• Provide financial analysis to support budgeting, forecasting, and strategic decision-making.
• Collaborate with Real Estate management teams to develop and implement financial processes and controls.
• Assist with audit preparation and liaise with external auditors as needed.
• Manage cash flow and optimize financial processes to maximize profitability for Real Estate clients.
• Mentor and train junior staff as needed, ensuring the development of strong financial practices within the team.

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• Prepare, update, and manage engagement letters, including tracking execution and maintaining status records.
• Coordinate client information requests by managing calendars, monitoring due dates, and following up when information is outstanding.
• Maintain engagement checklists to ensure all agreed-upon services are delivered accurately and on time.
• Roll forward prior-year tax returns and organize required documentation for current-year filings.
• Ensure all necessary information is received before tax preparation begins.
• Maintain tax basis fixed asset schedules and support depreciation tracking.
• Update tax basis balance sheets and supporting schedules used in tax compliance.

Accounting Director, Hospitality, HOA Industry

Senior Controller

Senior Accountant, Real Estate Industry

Bookkeeper, AP Experience

Recruiter

Controller, E-commerce/SaaS Experience

Director of Accounting – Vacation Rental Portfolio

FP&A Analyst – Short-Rentals, Hospitality Industry

Controller

Controller

Tax Preparer