Tyler Barron
Huntington Beach,CA
Summary
Dynamic professional in HOA property management, specializing in HOA banking processes and client onboarding. Proven track record of enhancing accounting processes and collaborating with partner banks to improve operational efficiency. Committed to continuous learning and fostering a collaborative team environment.
Overview
7
7
years of professional experience
Work History
Accounting Transition Supervisor
Keystone Pacific Property Management
Irvine, United States
05.2025 - Current
- Manage a team of 4 to oversee our HOA banking procedures and transition processes.
- Oversee and evolve our processes in working with our partner banks, brokerage companies, and our software partner.
- Onboard our new clients by coordinating the initial accounting setup and ensuring the proper documents are received during the transition process.
- Heavy involvement in the implementation process of companies acquired by Keystone, integrating their accounting data and processes into our software.
- Work closely with all of our various accounting departments to ensure operations are in place for our new and existing clients.
Account Transition Specialist
Keystone Pacific Property Management
Irvine, United States
05.2021 - 06.2025
- Involvement in the implementation of acquisitions and major transitions for the company. Implementation experience accrued through a full software transition in 2022, followed by continued implementations of company acquisitions.
- Heavy involvement in the accounting aspects of transitioning new clients to Keystone.
- 4 years of Team Lead experience, training team members in our processes and procedures for payment processing, homeowner account inquiries, and our onboarding and offboarding processes for clients.
Accounting Coordinator
Keystone Pacific Property Management
Irvine, United States
11.2019 - 05.2021
- Worked in a team environment to assist in new account transitions through transferring account information into our software.
- Analyzed individual accounts and discrepancies in daily processes to resolve issues and make the appropriate postings and adjustments of payments.
- Managed aspects of the ACH program and our payment processes.
Financial Advisor
Mutual of Omaha
04.2019 - 11.2019
- Educated clients on insurance products and wealth management services.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
Education
Bachelor of Arts - BA - Economics
UC Irvine
01-2019
Skills
- Data integration
- Client onboarding
- Team Management
- Leadership Development
- Attention to Detail
- Microsoft Excel
- Problem Solving
- Customer Service
Current Position
Accounting Transition Supervisor at Keystone Pacific Property Management
Timeline
Accounting Transition Supervisor
Keystone Pacific Property Management
05.2025 - Current
Account Transition Specialist
Keystone Pacific Property Management
05.2021 - 06.2025
Accounting Coordinator
Keystone Pacific Property Management
11.2019 - 05.2021
Financial Advisor
Mutual of Omaha
04.2019 - 11.2019
Bachelor of Arts - BA - Economics
UC Irvine