Action Property Management is the largest privately owned HOA management company in the West, serving over 300 communities. They are seeking a Junior Financial Analyst to evaluate financial and operational performance, develop forecasting assumptions, and provide analytical recommendations to management.
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
Skills
- 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
- Experience with Sage Intacct preferred, with the ability to work seamlessly across multiple systems and data formats
Benefits
- Health insurance
- 401(k) matching
- Unlimited PTO plus sick time
- Holiday pay
- Your birthday holiday
- Medical
- Dental
- Vision
- Pet insurance
- 401(k) with company match
- Life and disability support for qualifying team members
- Generous paid time off
- Vacation hours
- Sick time
- Company-observed holidays for qualifying team members
Company Overview
- Action Property Management is a real estate company provides buying and selling services. It was founded in 1984, and is headquartered in Irvine, California, USA, with a workforce of 501-1000 employees. Its website is http://actionlife.com.