Financial Operations Analyst, Client Accounting

Action Property Management

. Develop and maintain department performance reporting, including KPIs, unit cost metrics, and operating trends .

Posted 11/12/2026full-timeIrvine • California • United StatesMid-LevelSenior💰 $85,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial reporting, budgeting, and forecasting, with advanced skills in Excel for financial modeling. Proven ability to manage projects, streamline processes, and communicate complex financial information effectively.

Highest-signal resume keywords

Financial ReportingBudgetingForecastingProject ManagementAdvanced Excel Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisMonth-End CloseAccount ReconciliationsData AnalysisCapacity PlanningPricing AnalysisSOP DocumentationAI ImplementationAutomation ToolsUS GAAP

Soft Skills

Analytical SkillsProblem-SolvingCommunication SkillsDetail-OrientedOrganizational Skills

Tools & Technologies

CINC SystemsPower BIFinancial Modeling ToolsAutomation SoftwareDashboard Tools

Industry Keywords

HOA AccountingProperty ManagementMulti-Entity AccountingTreasury ManagementCash Management

About the role

Key responsibilities & impact

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, 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
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
Report to the Client Accounting Controller and collaborate regularly in person with Client Accounting leadership and team members

Requirements

What you’ll need

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: HOA, property management, real estate, or multi-entity accounting experience
Preferred: Familiarity with multi-state HOA regulations and HOA accounting software such as CINC Systems
Preferred: Treasury, cash management, or reserve fund experience
Preferred: Experience implementing AI, automation, or workflow tools, or leading system implementations
Preferred: Experience with Power BI or similar business intelligence and dashboard tools
Preferred: Experience presenting financial information to boards, clients, or senior leadership
Bachelor's degree in Accounting, Finance, or a related field required

Benefits

Comp & perks

Award Winning Culture: Proud recipient of the Great Place to Work Certification
Highly Rated Employer: 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: Unlimited PTO plus sick time, holiday pay, and your birthday holiday
Technology Investment: Work with the industry's leading tools and resources
Commitment to Growth: Company support to thrive and achieve organizational goals