Financial Operations Analyst, Client Accounting

Key Responsibilities Reporting and Analysis

• Develop and maintain department performance reporting, including KPIs, unit cost metrics, and operating trends, that show leadership where performance, cost, and capacity need attention.

• Assist Client Accounting leadership with building forecasting, variance, and projection models for the department and client associations.

• Support the annual association budget process with analysis, templates, and quality reviews.

• Perform ad hoc financial and operational analysis, including capacity planning and pricing.

Process Improvement and Technology

• Identify manual, repetitive work and help streamline, standardize, or automate it.

• Project-manage AI, automation, and system implementations from scoping through adoption, keeping owners, timelines, and risks on track.

• Identify opportunities to use reporting, AI, and automation tools to improve accuracy and efficiency.

• Document processes and build SOPs and user guides so work can be reviewed, repeated, and maintained by others.

Treasury and Cash Management

• Support treasury initiatives by analyzing cash, reserve, and banking activity across client associations.

Flexible Accounting Support

• Provide hands-on accounting coverage during vacancies, leaves, and peak periods, including reconciliations, month-end close, and financial statement preparation.

• Support the onboarding and transition of new client associations, including data gathering, opening balances, and handoff documentation.

• Take on special projects across the department as priorities change.

Position and Work Environment This is a hybrid position based in our Irvine corporate office, with regular in-person collaboration with Client Accounting leadership and team members. The role requires the flexibility to shift between project work and day-to-day accounting needs, strong organizational skills, and the ability to manage competing priorities and deadlines.

• Occasional travel may be required based on business needs.

• Collaborative environment built on open communication and mutual respect.

Required Skills / Abilities • 3+ years of progressive experience in accounting, financial analysis, or FP&A.

• Solid foundation in financial reporting, budgeting, forecasting, and US GAAP.

• Hands-on experience with month-end close and account reconciliations.

• Advanced Excel skills, including financial modeling and building management reporting.

• Strong project management skills, with the ability to manage multiple projects at once and follow through to completion.

• Highly organized self-starter who takes initiative without needing step-by-step direction.

• Strong analytical and problem-solving skills, with the ability to turn data into clear recommendations.

• Strong communication skills, including explaining financial information to non-finance audiences.

• Detail-oriented, with a strong internal control mindset.

• Thrives in a changing environment and enjoys taking on new challenges.

• Enjoys meeting people and working face to face with team members across the department.

Preferred Experience:

• HOA, property management, real estate, or multi-entity accounting experience.

• Familiarity with multi-state HOA regulations and HOA accounting software such as CINC Systems.

• Treasury, cash management, or reserve fund experience.

• Experience implementing AI, automation, or workflow tools, or leading system implementations.

• Experience with Power BI or similar business intelligence and dashboard tools.

• Experience presenting financial information to boards, clients, or senior leadership.

Education / Certifications:

• Bachelor’s degree in Accounting, Finance, or a related field required; MBA, CPA, CFA, or other advanced credential preferred.

Why You'll Love Working at Action Team Member Perks

• Award Winning Culture: Proud recipient of the Great Place to Work Certification

• Highly Rated Employer: Check out our Glassdoor reviews - Glassdoor Reviews

• Hybrid Work Model: Flexible schedule with a combination of in office days and wfh days per week.

• Collaborative Culture: Work in an environment that values teamwork, innovation, and mutual respect.

• Comprehensive Benefits: Competitive salary, health insurance, and 401(k) matching.

• Work-Life Balance: Enjoy unlimited PTO plus sick time, holiday pay, and your birthday holiday.

• Technology Investment: Work with the industry's leading tools and resources to ensure efficiency and empower team members to succeed.

• Commitment to Growth: Be a part of a company that prioritizes success and provides the support needed to thrive and achieve organizational goals.