Who We Are
With a legacy spanning four decades, Action Property Management has become the premier choice for homeowner’s association management. Founded in 1984, Action began with a single client and a vision to elevate ethical and professional standards in the HOA industry. Our unwavering commitment to integrity and professionalism, coupled with our core values of excellence, innovation and care for people, continues to define us. Today, as the largest privately owned HOA management company in the West, we proudly serve over 300 communities across 9 offices. Our success is fueled by a team of nearly 900 dedicated team members who genuinely love what they do and are dedicated to helping homeowners thrive and love where they live.
Summary:
The Financial Operations Analyst is a versatile, hands-on individual contributor who helps the Client Accounting department operate more efficiently, make better decisions, and scale with the business. Reporting to the Client Accounting Controller, this role moves between financial analysis, process improvement, technology projects, and day-to-day accounting work based on where the department needs support most.
The ideal candidate is a highly organized self-starter with strong project management skills who can handle several projects at once. They enjoy a changing environment and new challenges, and they like meeting people and working face to face with the team. They are equally comfortable supporting a forecasting project, coordinating a software rollout, and stepping in to help close the books.
Key Responsibilities
Reporting and Analysis
- Develop and maintain department performance reporting, including KPIs, unit cost metrics, and operating trends, that show leadership where performance, cost, and capacity need attention.
- Assist Client Accounting leadership with building 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.
Process Improvement and Technology
- 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 so work can be reviewed, repeated, and maintained by others.
Treasury and Cash Management
- Support treasury initiatives by analyzing cash, reserve, and banking activity across client associations.
Flexible Accounting Support
- Provide hands-on accounting coverage during vacancies, leaves, and peak periods, including reconciliations, month-end close, and financial statement preparation.
- Support the 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.
Position and Work Environment
This is a hybrid position based in our Irvine corporate office, with regular in-person collaboration with Client Accounting leadership and team members. The role requires the flexibility to shift between project work and day-to-day accounting needs, strong organizational skills, and the ability to manage competing priorities and deadlines.
- Occasional travel may be required based on business needs.
- Collaborative environment built on open communication and mutual respect.
Required Skills / Abilities
Why You'll Love Working at Action
Team Member Perks
- Award Winning Culture: Proud recipient of the Great Place to Work Certification
- Highly Rated Employer: Check out our Glassdoor reviews - 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: Enjoy unlimited PTO plus sick time, holiday pay, and your birthday holiday.
- Technology Investment: Work with the industry's leading tools and resources to ensure efficiency and empower team members to succeed.
- Commitment to Growth: Be a part of a company that prioritizes success and provides the support needed to thrive and achieve organizational goals.
Action Property Management is an Equal Opportunity Employer and Supports a Drug Free Workplace. Pursuant to the Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
