Financial Operations Analyst, Client Accounting

Action Property Management•Irvine, CA

2d•Hybrid

About The Position

The Financial Operations Analyst is a versatile, hands-on individual contributor supporting the Client Accounting department’s efficiency, decision-making, and growth. Reporting to the Client Accounting Controller, the role shifts among financial analysis, process improvement, technology projects, and day-to-day accounting support according to departmental priorities. The position is suited to an organized, proactive professional with strong project management skills who can manage multiple projects, adapt to changing priorities, and collaborate face to face with the team. This is a hybrid position based in Action Property Management’s Irvine corporate office, with regular in-person collaboration. Occasional travel may be required based on business needs. The role combines project work with accounting coverage, including support during vacancies, leaves, and peak periods.

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 building management reporting.
Strong project management skills and ability to manage multiple projects through completion.
Highly organized and self-starting, with initiative and ability to work without step-by-step direction.
Strong analytical and problem-solving skills, including 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.
Able 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 required.

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 another advanced credential.

Responsibilities

Develop and maintain department performance reporting, including KPIs, unit cost metrics, and operating trends.
Assist Client Accounting leadership with 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.
Identify manual, 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 build 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.