Director of Accounting Operations

Key Responsibilities

Own the execution and performance of HOA service models, including SnapHOA and similar portfolios, ensuring consistency in service delivery and alignment with client expectations

Lead and oversee Accounts Receivable functions, including cash posting, collections, and receivables-related workflows, ensuring timely and accurate processing aligned with client activity

Own intake and coordination of all accounting-related requests, including JIRA ticket triage, prioritization, and routing, ensuring work is structured, visible, and aligned with deadlines and board deliverables

Ensure operational activity is visible to accounting by maintaining awareness of ongoing projects, vendor changes, and upcoming financial impacts that affect reporting accuracy

Act as the first point of coordination for client-facing accounting needs, including responding to inquiries, managing ticket flow, and ensuring timely follow-up and resolution

Establish and enforce service standards across accounting workflows, including SLAs, prioritization frameworks, and escalation protocols tied to financial deadlines and board requirements

Drive consistency in how data and documentation are submitted to accounting, reducing rework and improving the quality and completeness of inputs across all accounts

Partner with the Director, Client Accounting to ensure alignment between operational workflows and financial reporting requirements, including close readiness and exception resolution

Identify service gaps, workflow breakdowns, and recurring issues, and implement process improvements to improve efficiency, reduce risk, and enhance client experience

Support board interactions as needed by coordinating financial input, managing expectations, and ensuring accounting is properly represented in service delivery

Assist in the development and maintenance of SOPs, standardizing workflows across service models and improving consistency in execution

Support department strategy and implementation of new initiatives, including system enhancements, reporting improvements, and service model evolution

KPI Ownership

Own and report on service-level performance metrics, including

JIRA response and resolution times

Volume and type of client inquiries and escalations

Operational input completeness and timeliness

Rework and exception rates tied to missing or incorrect data

Cost-to-serve and resource utilization across service models

Board-related escalations tied to service or communication gaps

AR cash posting timeliness and accuracy

Collection response times and delinquency visibility

Project Ownership

• Lead initiatives to improve HOA service models (SnapHOA and similar), including workflow redesign, intake structure, and communication frameworks
• Drive implementation of SOPs and process standardization across portfolios
• Partner cross-functionally with Operations, IT, and Accounting on system improvements and service delivery enhancements
• Improve and standardize Accounts Receivable workflows, including cash posting, collections, and receivables-related processes

Position and Work Environment

• Hybrid position based out of the Irvine corporate office. Emphasizes a collaborative atmosphere with open communication and mutual respect among team members.
• Occasional travel may be required based on business needs.
• Emphasizes a collaborative atmosphere with open communication and mutual respect among team members.

Required Skills / Abilities

• 10+ years of progressive accounting experience, including a minimum of 5 years in a leadership role managing large teams.
• Bachelor's degree in Accounting required; MBA, CPA, or other advanced credentials strongly preferred
• Proven success in driving operational change and optimizing financial systems and processes.
• Advanced Excel skills; proficiency in PowerPoint and Word. Power BI and other AI software.
• A strategic leader with a track record of building high-performing, result-driven teams.
• A self-starter with the ability to set priorities, anticipate challenges, and drive initiatives independently.
• An effective change agent, skilled at leading transformation and building alignment across diverse stakeholders.
• Customer focused, with a commitment to delivering high-quality service to clients and internal partners.
• A proactive, excellent communicator, adept at translating a broad range of financial concepts/issues to diverse audiences.
• Detail-oriented and highly organized, thriving in a fast-paced environment while maintaining a strong internal control focus.
• Analytical and solution-oriented, with strong critical thinking and decision-making skills.