Senior Accountant providing financial reporting and accounting support at Lindblad Expeditions. Assisting in the preparation of financial statements and collaborating with the team to improve processes.
UY
Hybrid Senior Client Accountant
Posted 3 weeks ago
About the role
- Senior Client Accountant overseeing financial operations for homeowner associations at Unity, Inc. Requires strong financial skills and customer service mindset for accurate reporting and support.
Responsibilities
- 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.
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