ATIF SHAHID

• Deliver accurate and timely financial reporting by preparing monthly financial packages, supporting annual budget development, validating assessment calculations, and coordinating audits and tax‑related requirements with management and accounting teams.
• Built and maintained strong Treasurer and Board relationships through monthly financial reviews, consistent touchpoints, and proactive financial consulting across all assigned associations.
• Act as the primary financial point‑of‑contact during association onboarding and offboarding by coordinating account setups/closures, mapping financial data into accounting systems, and ensuring seamless transitions for all property types, including new construction.
• Enhanced client satisfaction and retention by identifying financial trends, addressing accounting issues, and promoting FirstService Residential ancillary services, including investment opportunities, energy programs, and connectivity solutions.

• Led team of junior accountants to produce timely, accurate financial statements.
• Presented financial statements and analytics to Boards.
• Conducted detailed flux analysis identifying financial discrepancies to ensure compliance.
• Supported audits, budget cycles, and new client onboarding processes for seamless integration.

· Managed a portfolio of more 250 clients with a combined portfolio of more than $100 million.

· Coordinated with the bank and the Board members of the properties to ensure their investment needs are met and they are getting best possible rates.

· Made sure opening and closing of investments in a timely manner.

· Processed documents, including new financing documents, investment checks processing.

This position was very demanding and required a lot documentation and extreme attention to details

· Administered all collections related functions for a portfolio of association clients.

· Processed coupon book orders, refund requests, late fee and collections policy administration, letter processing, assessment reconciliation.

Coordinated with the accounts department to clear out any discrepancies found and make sure all the accounts are being charged correct assessment rates

· Effectively communicated with customers and make sure they felt valued and welcomed.

· Assessed and solved problems and provided best solutions that met their needs.

· Assessed and solved problems and provided best solutions that met their needs.

Boosted sales and increased customer satisfaction through targeted initiatives.

Streamlined branch operations to enhance overall efficiency.

Supported branch manager in managing cash, teller, and loans operations effectively.