Action Property Management offers a collaborative, tech-forward environment where you can make an immediate impact in Client Accounting. This hybrid role is based in our Irvine corporate office with regular in-person collaboration with leadership and teammates. You will work in a culture recognized for excellence, supported by technology investment, and backed by growth-minded leadership.
This Financial Operations Analyst, Client Accounting role supports financial analysis, process improvement, technology rollouts, and hands-on accounting coverage. You will report to the Client Accounting Controller and help drive forecasting, support the annual budget process, coordinate system implementations, and step in to ensure timely close and accurate reporting.
What you’ll do
- Build and maintain department performance reporting, including KPIs, unit cost metrics, and operating trends to help leadership target where performance, cost, and capacity need attention.
- Support Client Accounting forecasting with variance and projection models for the department and client associations.
- Assist with the annual association budget process using analysis, templates, and quality reviews.
- Perform ad hoc financial and operational analysis, including capacity planning and pricing.
- Spot manual, repetitive work and help streamline, standardize, or automate processes.
- Project-manage AI, automation, and system implementations from scoping through adoption, including owner alignment, timelines, and risk tracking.
- Identify opportunities to improve accuracy and efficiency using reporting tools, AI, and automation.
- Document processes by building SOPs and user guides to support repeatable, maintainable workflows.
- Support treasury initiatives by analyzing cash, reserves, 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 as departmental priorities evolve.
What you bring
- 3+ years of progressive experience in accounting, financial analysis, or FP&A.
- 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 and see work through to completion.
- Highly organized self-starter who can take initiative without needing step-by-step direction.
- Strong analytical and problem-solving skills, turning data into clear recommendations.
- Strong communication skills, including explaining financial information to non-finance audiences.
- Detail-oriented with a strong internal control mindset.
- Comfort working in a changing environment and taking on new challenges.
- Enjoyment of meeting people and working face to face with team members across the department.
Tools you’ll use
Excel, Power BI, CINC Systems
Compensation and work schedule
USD 85,000 - 110,000 per year. Hybrid role based in the Irvine corporate office. Occasional travel may be required based on business needs.
Benefits and culture
- Competitive salary
- Health insurance
- 401(k) matching
- Unlimited PTO plus sick time
- Holiday pay
- Birthday holiday
- Award Winning Culture: Great Place to Work Certification
- Highly Rated Employer: Glassdoor reviews
- Hybrid Work Model: Flexible schedule with a combination of in-office and wfh days per week
- Collaborative Culture: Teamwork, innovation, and mutual respect
- Technology Investment: Industry-leading tools and resources to support efficiency
- Commitment to Growth: Support to thrive and achieve organizational goals
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
Bachelor’s degree in Accounting, Finance, or a related field required. MBA, CPA, CFA, or other advanced credential preferred.
