Oc Management

OC Management, LLC is a growing community association management company serving homeowners associations (HOAs) throughout Orange County and Los Angeles County. We are seeking an experienced HOA accounting professional to assist with financial transitions, accounting setup, financial reporting, reconciliations, and consulting services for the communities we manage.

This is not a full-time or part-time position. We are looking for a knowledgeable professional to provide assistance on a project-by-project basis as needed.

Responsibilities

The selected professional may assist with:

• HOA financial transition projects
• Chart of accounts review and setup
• General ledger mapping and account setup
• Opening balance creation and review
• Bank account reconciliations
• Operating and reserve fund accounting
• Homeowner ledger review and reconstruction
• Financial statement preparation and review
• Monthly, quarterly, and annual financial reviews
• Internal accounting controls and best practices
• Budget preparation support
• Year-end accounting assistance
• Audit and review preparation
• HOA and corporate tax preparation support
• Accounting process improvement and consulting

Current Project Examples

Association Transition #1

• Review financial records received from prior management company
• Map historical balances to appropriate GL accounts
• Assist with transitioning banking relationships
• Reconcile multiple bank accounts during transition
• Verify accuracy of operating and reserve fund balances

Association Transition #2

• Establish opening balances where historical records are incomplete
• Create accounting structure for newly transitioned association
• Assist with homeowner ledger reconstruction
• Recommend best practices for handling missing financial records
• Ensure accurate and compliant financial reporting

Qualifications Required:

• eUnify or Vantaca Software
• Experience with HOA, condominium, or community association accounting
• Strong understanding of fund accounting
• Experience preparing HOA financial statements
• Bank reconciliation expertise
• Knowledge of reserves, assessments, and homeowner ledgers
• Proficiency with accounting software and Excel

Preferred:

• Experience working with HOA management companies
• Experience supporting HOA audits and tax filings
• Knowledge of California HOA accounting practices

Ideal Candidate:

We are seeking someone who can serve as a trusted accounting advisor and provide practical guidance as our management company continues to grow. The ideal candidate has significant HOA accounting experience and can work independently while collaborating with management and HOA boards.

Job Type

• Independent Contractor
• Freelance
• Project-Based
• Per-Gig Opportunities

Work Location

Remote