Financial Operations Analyst, Client Accounting
About The Position
The Financial Operations Analyst is a versatile, hands-on individual contributor supporting the efficiency, decision-making, and growth of the Client Accounting department. Reporting to the Client Accounting Controller, the role spans financial analysis, process improvement, technology projects, and day-to-day accounting work, depending on departmental needs. The successful candidate is organized, proactive, and able to manage multiple projects and shifting priorities while contributing to both strategic initiatives and accounting operations. This is a hybrid position based in the company’s Irvine corporate office, involving regular in-person collaboration with Client Accounting leadership and team members. Occasional travel may be required based on business needs. The work environment is collaborative and built on open communication and mutual respect.
Requirements
- At least 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 management reporting.
- Strong project management skills, including the ability to manage multiple projects and follow through to completion.
- Highly organized and self-starting, able to take initiative without step-by-step direction.
- Strong analytical and problem-solving skills, with the ability to turn data into clear recommendations.
- Strong communication skills, including the ability to explain financial information to non-finance audiences.
- Detail-oriented, with a strong internal control mindset.
- Ability to thrive in a changing environment and take on new challenges.
- Enjoys meeting people and working face to face with team members across the department.
- Bachelor’s degree in Accounting, Finance, or a related field.
Nice To Haves
- 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.
- MBA, CPA, CFA, or other advanced credential.
Responsibilities
- Develop and maintain department performance reporting, including KPIs, unit cost metrics, and operating trends, to help leadership identify performance, cost, and capacity needs.
- Assist Client Accounting leadership in building forecasting, variance, and projection models for the department and client associations.
- Support the annual association budget process through analysis, templates, and quality reviews.
- Perform ad hoc financial and operational analysis, including capacity planning and pricing.
- Identify manual and repetitive work and help streamline, standardize, or automate it.
- Project-manage AI, automation, and system implementations from scoping through adoption, tracking owners, timelines, and risks.
- Identify opportunities to use reporting, AI, and automation tools to improve accuracy and efficiency.
- Document processes and create SOPs and user guides so work can be reviewed, repeated, and maintained by others.
- Support treasury initiatives by analyzing cash, reserve, and banking activity across client associations.
- Provide hands-on accounting coverage during vacancies, leaves, and peak periods, including reconciliations, month-end close, and financial statement preparation.
- Support 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.
Benefits
- Competitive salary
- Health insurance
- 401(k) matching
- Unlimited PTO
- Sick time
- Holiday pay
- Birthday holiday
- Hybrid work model with a flexible schedule combining in-office and work-from-home days
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
