Senior Client Accountant
UNITY inc. (United National Indian Tribal Youth)
full-time
Posted on:
Location Type: Hybrid
Location: Fresno • California • United States
Visit company websiteExplore more
Salary
💰 $68,000 - $75,000 per year
Job Level
About the role
- Prepare and review monthly financial statements for assigned HOA portfolios
- Ensure accuracy of balance sheets, income statements, and supporting schedules
- Monitor association operating and reserve accounts
- Reconcile bank accounts and investigate discrepancies
- Monitor and analyze accounting data, balance sheet reconciliations, financial reports, and statements.
- Coordinate with Community Managers regarding financial activity and board requests
- Attend board or finance committee meetings as needed to present financials
- Respond to board member and homeowner financial inquiries professionally and timely
- Provide financial guidance and support to community managers.
- Assist with annual budget preparation and financial planning
- Maintain organized financial records for all associations
- Maintain banking documentation and compliance requirements
- Monitor cash balances and investment maturities
- Coordinate transfers between operating and reserve accounts
- Open and manage association bank and CD accounts
- Supervise and support one direct report responsible for transactional accounting tasks
- Review work for accuracy and completeness
- Assist with process improvements and workflow efficiencies
- Support annual audits, tax preparation, and CPA requests
- Ensure adherence to HOA governing documents and financial policies
- Maintain organized financial records for all associations
- Follow internal accounting controls and best practices
- Perform other finance duties as needed or assigned.
Requirements
- Required Bachelor’s degree in accounting, finance, business, or related field
- Must have 3+ years of accounting or bookkeeping experience
- Strong understanding of financial statements and reconciliations
- Customer-service mindset with professional communication skills
- High attention to detail and organizational ability
- Proficiency in accounting software and Microsoft Excel
- HOA or property management accounting experience
- Experience working with multiple client accounts or portfolios
- Banking or cash-management experience
- Experience supporting audits or CPA reviews
- Client-focused communication
- Financial analysis and problem-solving
- Time management across multiple accounts
- Ability to explain financial concepts to non-accountants
- Strong follow-through and accountability.
Benefits
- Paid week off in December to observe the holiday season
- A 401(k) match of 4% after six months as a team member
- Health, Dental, and Vision Insurance on Day 90
- One fully paid workweek to volunteer for your favorite charity or nonprofit
- Generous PTO and paid sick time off
- Professional development and tuition aid
- We prioritize work-life balance with health and wellness days along with hybrid work opportunities after 90 days.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial statementsreconciliationsbudget preparationfinancial planningaccounting softwareMicrosoft Excelfinancial analysiscash managementtransactional accountingaudits
Soft Skills
customer serviceprofessional communicationattention to detailorganizational abilityclient-focused communicationproblem-solvingtime managementstrong follow-throughaccountability
Certifications
Bachelor’s degree in accountingBachelor’s degree in financeBachelor’s degree in business