• Accounts Payable Processing: Monitor multiple AP inboxes daily, log invoices, save to appropriate folders, set up in QuickBooks, attach invoices, and route for approval. • Maintain approval logs and ensure accuracy throughout the process. • Prepare weekly draft payment list and review with Controller. • Process contractor payments upon approval and store paid invoices in vendor folders. • Ensure invoice tracking is accurate and updated in QuickBooks Online (QBO) or other ERP systems. • Create purchase orders in QuickBooks upon request by authorized personnel. • Provide ad hoc analysis and support for the accounting team as needed. • Perform additional tasks as assigned or identified during company growth.

• Serve as the primary accounting expert and trusted advisor for clients. • Provide clear, digestible explanations of technical accounting topics to non-technical customer stakeholders. • Support customers with budgeting, long-term financial planning, loan documentation, special assessments, and reserve planning. • Address high-level client financial questions, supporting their ability to make informed business decisions. • Build strong, professional relationships that drive customer confidence and retention. • Partner closely with Relationship Managers to ensure aligned messaging, coordinated communication, and a seamless customer experience. • Collaborate with AP and AR teams to resolve issues, validate transactions, and ensure accurate financial results. • Work with onboarding teams to support smooth client transitions and proper setup of accounting structures. • Assist with audit requests, compliance documentation, and financial reporting preparation as needed. • Support customer projects such as loan packages, refinancing, reserve studies, and special assessment calculations.

• Record daily entries across AP, AR, payroll, reimbursements, and operating expenses. • Prepare and post adjusting journal entries (accruals, amortization, reclasses). • Own monthly reconciliations for bank accounts, credit cards, accruals, prepaid schedules, and other balance sheet accounts. • Lead a clean, timely month-end close; investigate and resolve discrepancies. • Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow) and supporting schedules. • Manage invoicing, contract-based billing, and maintain an accurate AR aging. • Process vendor bills, reimbursements, and recurring expenses. • Ensure timely payment runs aligned with cash priorities. • Maintain day-to-day cash visibility and assist with short-term cash forecasting. • Keep vendor and customer records current and accurate. • Support cash forecasting by analyzing timing of inflows/outflows and highlighting operational drivers of cash needs. • Improve accounting workflows and implement automations where possible. • Optimize use of tools such as QuickBooks, Xero, Bill.com, Ramp, Airbase, etc. • Strengthen financial controls, documentation, and review processes. • Pursue the zero day close. • Support budgeting, forecasting, and variance analysis. • Contribute to analytics such as margins, spend trends, customer profitability, and KPI reporting. • Assist leaders in setting revenue, cost, and hiring assumptions. • Connect actuals to forecasts, explaining what changed and why it matters.

• Lead month-end close process for a portfolio of clients • Prepare monthly financial statements including trend and variance analysis • Own general accounting processes • Prepare federal, state and local tax and compliance filings • Actively engage with clients to deliver high quality service • Mentor a team of Propeller accountants