Summit Consulting Services
Website:
summitconsulting.in
Job details:
Job Summary
This role bridges technical Yardi administration with accounting operations, leading project-based initiatives to optimize financial workflows, automate processes, and ensure data integrity across the Yardi Voyager platform. This position reports directly to the Manager of Financial Systems and works collaboratively with Accounting, Operations, and IT teams across the organization.
Essential Duties and Responsibilities
Accounting Systems & Project Management
- Lead end-to-end accounting project initiatives within Yardi Voyager, including scoping, planning, execution, and post-implementation review
- Manage project timelines, deliverables, and cross-functional stakeholder communication for Yardi-related accounting projects
- Evaluate current accounting business processes, identify inefficiencies, and develop solutions within Yardi Voyager to improve outcomes
- Serve as liaison between the Accounting team and IT on implementing automated accounting processes and system integrations
- Monitor competing project priorities and resources, ensuring timely and accurate completion of deliverables
Yardi Voyager Administration & Technical Support
- Serve as an accounting-level Yardi Voyager administrator, including Residential Voyager 7s, PayScan, and ancillary modules
- Provide technical assistance and Yardi support issue resolution for accounting team members
- Evaluate and test system upgrades, patches, and new Yardi modules; develop and execute user acceptance testing (UAT) plans
- Collaborate with IT and Operational Yardi leads on escalation of issues to Yardi, including direct communication with Yardi for case resolution
- Carry out periodic system validation and permission checks within Yardi Voyager
Reporting, Data & Financial Accuracy
- Create and maintain custom financial reports and dynamic documents using YSR, Custom Financial Analytics, and Correspondence tools
- Optimize report scheduling and task automation to support the accounting department's operational cadence
- Ensure financial reporting accuracy within Yardi Voyager; research and resolve items affecting financial activity
- Perform data analysis to troubleshoot accounting and operational performance issues within Yardi
- Import large volumes of data (journal entries, transactions) into Yardi Voyager, supporting month-end close and major transactions such as acquisitions and debt financing
- Generate quarterly audit files and support ETL processes and troubleshooting
Qualifications
- Multi-family or Single-family residential real estate industry experience
- Demonstrated knowledge of SQL and Yardi reporting/scheduling tools, including YSR, Correspondence, Notifications, and Task Runner
- Strong understanding of accounting principles and property accounting workflows
- Proven ability to manage projects, develop project plans, and monitor performance across competing priorities
- Exceptional analytical, conceptual thinking, and process improvement skills
- Advanced Excel skills; proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Strong attention to detail with a passion for learning new technology and developing innovative solutions
- Collaborative team player who takes initiative and communicates effectively with cross-functional teams and management
Requirements
- 3+ years of current Yardi technical and admin support experience required
- Thorough knowledge of SQL and Yardi schema
- Yardi experience including both property accounting and technical support/system administration
- Degree in Accounting, Computer Science, or a double major preferred; equivalent industry experience and certifications considered
- Must have a solid understanding of accounting fundamentals
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