Junior Financial Analyst - Irvine
About The Position
Action Property Management, a premier homeowner’s association management company with a legacy spanning four decades, is seeking a Junior Financial Analyst. Founded in 1984, Action began with a single client and a vision to elevate ethical and professional standards in the HOA industry. Today, as the largest privately owned HOA management company in the West, it serves over 300 communities across 9 offices with nearly 900 dedicated team members. This position evaluates financial and operational performance across the portfolio, develops forecasting assumptions, identifies risk and opportunities, and provides analytical recommendations to management. It reports to the Financial Planning & Analysis Manager and works closely with Corporate Accounting, Client Accounting, Operations, and Sales. The role requires financial analysis skills and the ability to interpret complex data to support strategic decision-making. This position is eligible for remote work for candidates residing in California, Florida, Tennessee, or Texas, with occasional travel to an Action office for meetings and team collaboration. Preference will be given to candidates located near the Irvine corporate office. The schedule is Monday - Friday business hours.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Minimum 1–3 years of relevant experience, preferably in a large Big 4 firm
- Excel skills required include; V-Lookup, pivot tables, concatenate, text to columns, charts & graphs, data transformation & manipulation with an eye for clean formatting
- Data & visual analytics experience required
- Passion for reporting, details, and consistently auditing for accuracy
- Strong understanding of high-level financial & accounting concepts
- Ability to apply for accurate, actionable reporting
- Must have a high energy level and be a self-starter
- Ability to comprehend the purpose, concept, data formats, and insights for various reports
- A desire to seek accurate solutions and find insights to help lead business & financial strategy
- Excellent time management skills with a proven ability to meet deadlines
- Technical savvy – interest in learning and implementing new technology
- Proficient with Microsoft Office Suite or related software
Nice To Haves
- Experience with Sage Intacct preferred
Responsibilities
- Evaluate financial results against budget and prior forecasts, investigate material variances and provide written and verbal analysis to management
- Develop, enhance, and maintain financial and operational models used for scenario analysis and multi-year financial planning
- Prepare executive-level reporting materials and present insights to management
- Contribute to the development and refinement of financial controls, reporting processes and forecasting methodologies
- Leads portions of the monthly forecasting and annual budgeting processes, including evaluating assumptions, assessing portfolio performance trends and recommending forecast adjustments
- Exercise independent judgment in reviewing operational inputs within Sage and financial models to ensure alignment with company strategy and financial objectives
Benefits
- Award-Winning Culture: Proud recipient of the Great Place to Work Certification
- Highly Rated Employer: 4.3 star rating on Glassdoor
- Flexible Work Environment: Hybrid schedule with a mix of in-office and work-from-home days
- Comprehensive Benefits: Competitive salary, health insurance, and 401(k) matching
- Work-Life Balance: Unlimited PTO plus sick time, holiday pay, and your birthday holiday
- Cutting Edge Technology: Access to industry-leading tools and resources that drive efficiency and success
- Career Growth and Development: Join a company committed to supporting your professional growth and helping you achieve your goals
- Competitive pay and ample opportunities for career growth and advancement
- Comprehensive benefits package includes medical, dental, vision, pet insurance, 401(k) with company match, and life and disability support for qualifying team members
- Generous paid time off, including vacation hours, sick time, and company-observed holidays for qualifying team members
- Committed to investing in the infrastructure, technology, training, and tools you need to excel in your role
- Relentless dedication to company values and culture ensures a workplace where you feel heard, supported, and valued
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
251-500 employees
