• Oversees all financial and accounting activities. • Responsible for budget management, financial analysis, payroll, forecasting, accounts payable, and financial reporting. • Works closely with senior management to maintain company goals. • Oversee key business functions such as accounting, accounts payable, and payroll. • Creates and monitors budgets, budget variances, and forecasts. • Provide analytical, forecasting, reporting, and project support to the executive management team. • Prepares and presents financial reports and risk analysis. • Establishes and maintains financial controls within the accounting department. • Manages annual audit with outside audit firm. • Manage corporate insurance policies and renewals; interface with broker as necessary. • Analyze, document, and improve finance-related business processes. • Mentor and develop finance staff members. • Ensures compliance with state and federal regulatory requirements and professional standards. • Provides timely, constructive feedback, coaching, and progressive discipline to employees, as needed.

• Lead the daily operations of Accounts Payable, Accounts Receivable, homeowner accounting, collections, banking administration, and community financial services. • Establish and monitor operational KPIs, service levels, quality standards, productivity metrics, and customer satisfaction measures. • Ensure timely completion of homeowner, community, vendor, and management company requests. • Serve as the escalation point for complex operational and customer service issues. • Develop scalable operational processes that support customer growth while improving profitability. • Oversee vendor invoice intake, approval workflows, homeowner billing, special assessments, and homeowner account maintenance. • Ensure compliance with association approval requirements and internal controls. • Manage homeowner collections activities, including delinquency monitoring, late fee administration, and legal status management. • Oversee 1099 tax preparation and related documentation processes.

• Serves as the primary point of contact for external auditors • Leads the planning, coordination, and timely completion of the annual consolidated system audit • Oversees the annual tax return calendar and ensures timely completion of all required tax filings • Prepares and contributes to financial materials for Board and Committee meetings • Coordinates quarterly and annual external bond reporting and CHIA reporting • Leads consolidated monthly close reporting in coordination with subsidiary entities • Functions as a system-wide technical accounting resource • Maintains effective control procedures across all financial reporting and tax processes • Continuously identifies opportunities to improve the efficiency of financial reporting, audit, and tax functions

• Monitor, train, and implement future enhancements around the Payroll Cost Allocation (PCA) and Payroll Accounting Adjustment (PAA) processes • Collaborate across business and technical teams, with a focus on delivering transformational reports, in support of the Finance organization’s business goals and initiatives. • Design, develop, configure, and test simple to complex Workday reports (advanced, matrix, composite) and dashboards utilizing Workday Report Writer access, as well as other organizational tools and available technologies. • Evolve to deliver against changing business needs and future Workday Reporting available functionalities. • Provide cross-functional understanding of financial data and its intersections and inter-dependencies across the overall Workday platform/ecosystem. • Provide technical guidance and ultimately become the subject matter expert around reports and dashboards to business and technical teams across the Finance organization. • Collaborate with technology and security teams to define and create calculated fields, edit security domain policies and other Workday objects to achieve the transformational reporting needs of the Finance organization. • Review Workday system upgrades and releases to determine overall impact on existing processes. • Conduct regression testing and make recommendations for future enhancements/functionality with an eye to improve the overall platform and user experience. • Provide support to the overall Financial System Management team in identifying root cause issues of Finance related incidents and carrying out process improvements and break fixes while adhering to the organization’s internal control policies. • Engage with Workday Community to understand technology capabilities and recommend solutions that address business needs.