Rentwell - a real estate management company - sets the gold standard as a premier brand in its industry through magical customer service, efficient systems, innovative practices and strategic thinking. Rentwell clients will have the same high standard of services that you would expect from companies like Zappos, Amazon and the like. Incredible systems with incredibly high touch points of services.
Success Definition - How do I WIN in this role?
The Finance Specialist succeeds by ensuring clear, accurate, and timely communication between Rentwell operations and Proper.ai. They empower Property Managers with financial clarity, improve trust with landlords, and maintain Rentwell’s gold standard for transparency and service.
Selected Day-to-Day Activities
- Communication & Translation
- Act as the primary point of contact between Rentwell’s property managers and the accounting service provider.
- Translate financial requests and deliverables into clear, actionable communication.
- Perform preliminary reviews of monthly financial statements and highlight key items for management.
- Facilitate explanations of accounting processes and timelines to Rentwell employees in clear, non-technical language.
- Financial Oversight & Quality Control
- Review owner statements and reports prepared by Proper.ai for accuracy before distribution.
- Monitor reconciliation, owner draws, and invoices to ensure alignment with Rentwell’s standards.
- Ensure accuracy and completeness of documentation submitted to the accounting team.
- Monitor deadlines for reporting, reconciliations, and other deliverables to ensure timely completion.
- Support for Property Managers
- Provide timely financial explanations so PMs can confidently answer owner questions.
- Conduct mini-trainings or create FAQs to reduce repetitive finance-related inquiries.
- Assist in interpreting accounting outputs (e.g., trial balances, general ledgers) into actionable insights for property operations.
- Issue Resolution & Workflow Management
- Track, escalate, and resolve discrepancies between the operations team and accounting service provider to resolve discrepancies or open items.
- Implement checklists and processes to reduce back-and-forth and errors.
- Support escalations and ensure issues are routed efficiently to the appropriate team for resolution.
- Customer Service & Process Improvement
- Ensure financial communication is professional, accurate, and timely to build landlord confidence.
- Propose and implement improvements in financial workflows and reporting clarity.
- Provide feedback to improve communication, workflows, and documentation between both parties.
Minimum Requirements
- Bachelor’s degree in Finance, Accounting, or related field (or equivalent experience).
- Strong understanding of property management accounting (trust accounts, owner statements, reconciliations).
- Excellent communication skills, both written and verbal.
- Experience working cross-functionally between finance and operations teams.
- High attention to detail and ability to resolve problems independently.
- Proficiency in Google Suite and property management software (AppFolio preferred).
Key Benefits
- Opportunity for internal growth
- Opportunity for residual income for portfolio growth
- Profit Sharing Potential
- Real Estate Distributions
- Opportunity to make your mark on growing an enterprise
Most Important Skills
- Strong financial literacy + ability to explain complex concepts simply.
- Customer-service orientation, friendly and approachable.
- Skilled communicator with diverse audiences (PMs, finance teams, landlords).
- Problem-solving mindset, able to resolve issues to a positive outcome.
- Outgoing team player who builds strong internal relationships.
- Culture keeper, aligned with Rentwell’s mission of magical service.
Metrics and accountabilities for this position:
- Average response time to resolve finance-related requests.
- Property Manager satisfaction score (internal surveys).
- Number of finance-related owner escalations.
- Reduction in repeated finance tickets/questions.
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in West Chester, PA 19382