Junior Financial Analyst

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