Senior Client Accountant

Are you stuck in a stagnant JOB? Are you feeling uninspired by your work? Then you just need to find your way. Our mission is to bring unity, faith, and compassion to our community. Our mission is why we wake up excited for the challenge to change an entire industry.

It’s why we work 40 hours a week. We come to work to serve thousands of neighbors in the Central Valley. We strive to enhance the community experience forever, and it all starts with our TEAM.

If what you’re doing isn’t giving you a sense of purpose and you want to join our quest to change an industry, apply today!

About Unity, Inc.:

We are an HOA management company founded in 1979 and rebranded to Unity, Inc. in 2020, owned by Sal Silva. We have over 40 team members who are 100% dedicated to our mission and making a difference. We service the entire Central Valley, Northern California, and Central Coast, and our headquarters are in Fresno, CA.

And by the way, we are not stuffy or corporate around here.

• Here are some of the perks and benefits at Unity, Inc
• 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.

It is a calling, and we are on a mission to bring UNITY and FAITH to an entire industry.

The Senior Client Accountant serves as a key financial partner to homeowner’s associations managed by the company. This role is responsible for overseeing association financial operations, supporting community managers and boards of directors, and ensuring accurate and timely financial reporting for a portfolio of HOA clients.

This position is highly customer-facing and requires strong communication skills, attention to detail, and the ability to translate financial information clearly to non-financial stakeholders. The role guarantees adherence to the established GAAP guidelines in all tasks.

What Winning Looks Like:

• 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

Skills Needed to Win:

• 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

Salary:

The range for this role considers a wide range of factors in making compensation decisions, including but not limited to skill sets, experience, training, licensure, certification, and other business and organizational needs. Compensation decisions are based on the facts and circumstances of each case. The current range is a reasonable estimate.

Join our quest! Apply now!

Pay: $68,000.00 - $90,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Tuition reimbursement
• Vision insurance
• Work from home

Work Location: Hybrid remote in Fresno, CA 93710