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Marquis is a leading provider of property management services, specializing in residential properties. We are dedicated to delivering exceptional service and value to our clients and residents. As we continue to expand and grow, we are seeking an experienced, strategic, and highly analytical Finance Director to join our team. As the Corporate and Client Finance & Accounting Director, you will oversee all financial aspects of our property management operations, serving in a dual-capacity leadership role across both corporate branch finance and homeowners’ and condominium association financial oversight. This position plays a critical role in maintaining the financial health of the branch while ensuring the accuracy, transparency, and strategic planning of individual community financials. This role serves as a key strategic partner to the Branch President and Operations leadership team, not simply as a reporting function, but as a trusted advisor supporting business growth, operational efficiency, profitability, and client satisfaction. The position works closely with senior leadership, Directors, General Managers, and Property Managers to drive sound financial decision-making across the organization. The Financial Director is responsible for managing the overall financial health of a large-scale online payment application system, as well as the financial reporting accuracy of individual associations and communities. This includes leading financial analysis, improving application user experience, supporting complex funding strategies, and developing reporting and forecasting models based on operational and financial research. Strong executive presence, cross-functional leadership, and the ability to manage significant amounts of complex financial data are critical for success in this role.
Job Responsibility
Maintain the overall financial health and profitability of the branch, inclusive of: Preparing monthly branch financials
Developing the annual branch budget
Preparing quarterly branch forecasts
Leading profitability analysis, particularly from a property billable and labor utilization perspective
Identifying financial risks and opportunities across operations and portfolio performance
Create monthly and quarterly forecasts based on known or potential risks and opportunities
Interpret complex transactional and operational data to provide financial reports, insights, and strategic recommendations to leadership
Prepare ad hoc financial models, profitability reviews, and executive reporting as needed
Provide insightful financial guidance to senior executives to support strategic planning, growth initiatives, and operational decision-making
Standardize, monitor, and oversee the execution of monthly Association financial reporting packages to ensure accuracy, timeliness, and consistency across all communities
Lead the preparation of Association budget templates, including training Property Managers and Directors on budget development and presentation standards
Review completed Association budgets prior to Board presentations to ensure strategic alignment and financial integrity
Oversee and monitor the execution of annual Association audits and support audit readiness across all portfolios
Provide strategic financial guidance on complex client matters including: Special Assessments
Reserve funding strategies
Cash flow projections
Line of Credit (LOC) conversions
Capital planning and funding analysis
Long-term financial planning for Associations
Support Property Managers and Operations leaders with financial strategy and board-level presentations
Maintain a strong working knowledge of legislative, condominium regulations, reserve requirements, and compliance obligations impacting South Florida condominium and homeowners associations
Provide leadership and direct supervision to a high-performing accounting team, including: Portfolio Accountants
Accounts Payable
Accounts Receivable
Payment Platform Support Analysts
Oversee finance team operations, establish departmental goals and objectives, and design the framework necessary to achieve them
Drive accountability, accuracy, and continuous improvement across all financial processes and deliverables
Strengthen cross-functional collaboration with Directors, General Managers, and Property Managers to improve financial transparency and service delivery
Oversee the online payment support process by monitoring customer support tickets, coaching analysts on responses and resolutions, and responding directly to escalated concerns
Strengthen oversight of payment platform performance, financial controls, and user experience to improve both operational efficiency and client satisfaction
Identify opportunities to enhance platform functionality, payment processing workflows, and resident/owner financial interactions
Various other duties as assigned
Requirements
Bachelor’s Degree required, preferably in Accounting or Finance
CPA or CPA Candidate strongly preferred
7–10 years of progressive financial reporting, analysis, and operational finance experience required
Prior experience within the South Florida residential property management industry, specifically involving condominium and homeowners association financial operations, strongly preferred
Experience in both operational finance leadership and client-facing financial advisory roles required
Strong demonstrated use of Excel, PowerPoint, and financial reporting systems required
Knowledge of financial reporting tools, data mining platforms, and payment systems required
Ability to investigate, interpret, and understand complex financial statements, transactions, and operational financial performance
Strong executive presence with the ability to communicate confidently and effectively with senior leadership, Board Members, Directors, and external auditors
Highly motivated individual who performs well in a fast-paced, high-expectation environment
Intelligent self-starter with strong business acumen, excellent work ethic, and advanced analytical skills
Proven ability to lead, guide, and develop teams to ensure accurate, timely, and insightful financial deliverables
Strong cross-functional leadership skills with the ability to influence operational and financial outcomes across departments
Ability to synthesize large quantities of complex data into actionable financial strategy
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities simultaneously
Highest level of integrity and discretion when handling confidential financial and operational information
Strong communication, presentation, and relationship management skills
Ability to explain technical accounting and financial matters clearly to senior executives, Board Members, and external auditors
Advanced skills in Microsoft Excel, Word, Outlook, and financial reporting platforms required