• 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.