Financial Operations Analyst, Client Accounting

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

• 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 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 / Certifications

• Bachelor's degree in Accounting, Finance, or a related field required; MBA, CPA, CFA, or other advanced credential preferred.

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.