Junior Financial Analyst at actionlife

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.    Action Property Management seeks a Junior Financial Analyst to join our team.   This position evaluates financial and operational performance across the portfolio, develops forecasting assumptions, identifies risk and opportunities and provides analytical recommendations to management.  This position reports to the Financial Planning & Analysis Manager and works closely with Corporate Accounting, Client Accounting, Operations and Sales. This role requires financial analysis skills and the ability to interpret complex data to support strategic decision-making. Key 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. Position and Work Environment • The office provides a modern, technologically advanced work environment that supports a balance of in-office and remote work. This role requires in-office presence twice per week. • Emphasizes a collaborative atmosphere with open communication and mutual respect among team members. Required Skills / Abilities • 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. • Experience with Sage Intacct preferred, with the ability to work seamlessly across multiple systems and data formats. 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 Why Join Action • Award-Winning Culture: Proud recipient of the Great Place to Work Certification. • Highly Rated Employer: 4.3 star rating on Glassdoor –read our reviews here. • Flexible Work Environment: Hybrid schedule with a mix of in-office and work-from-home days. • Comprehensive Benefits: Competitive salary, health insurance, and 401(k) matching. • Work-Life Balance: Unlimited PTO plus sick time, holiday pay, and your birthday holiday. • Cutting Edge Technology: Access to industry-leading tools and resources that drive efficiency and success. • Career Growth and Development: Join a company committed to supporting your professional growth and helping you achieve your goals. Action Property Management is an Equal Opportunity Employer and Supports a Drug Free Workplace. Pursuant to the San Francisco and Los Angeles Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.