Senior Financial Analyst

2 weeks ago

Irvine, United States Stability Technology Full time

Sr. Financial Analyst

Summary:

The incumbent is tasked with the evaluation of financial reporting processes within departments and branches, analyzing intricate financial data, and compiling comprehensive reports. They are expected to offer recommendations to management for setting and achieving profit targets, evaluate alternatives, and assess overall financial performance to recommend the best course of action. Additionally, the role involves generating key performance indicators and other monthly reporting packages, as well as maintaining and enhancing budgeting and financial modeling tools.


Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience:

  • Bachelor's degree in finance, accounting, or a related field is required.
  • Minimum of five (5) years of experience in financial planning, analysis, and modeling is required.
  • Certified management accountant and/or MBA are desirable.
  • Strong understanding of financial statements and reporting.
  • Proficiency in Excel, Power BI, and financial software.
  • Advanced Excel skills and PC based software and Windows required.
  • Knowledge of finance, accounting, budgeting, and cost control principles. Experience in financial modeling and projections.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.


Essential Duties and Responsibilities:

Include the following but not limited to:

  • Assist with financial planning and budgeting processes.
  • Analyze financial statements and reports. Prepare projections.
  • Develop financial models and reports using Excel, Power BI, and/or Adaptive.
  • Perform research and analysis as may be required by leadership to support business decisions.
  • Assist with the monthly closing processes.
  • Supporting the implementation and administration of Power BI and Adaptive.
  • Train other employees how to use Power BI and Adaptive.
  • Analyze current and past trends of key performance indicators including all areas of revenue, expenses and operations.
  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variances.
  • Prepare recurring reporting packages on a monthly and annual basis focusing on key financial results, operational metrics, and performance to targets and budgets.

Propose changes to ensure organization achieves financial targets.

  • Assist FP&A manager with annual budgeting and planning process.
  • Provide support for branches and departments throughout the budget process, including training.
  • Perpetual monitoring of budget versus actual results to uncover trends and make recommendations.
  • Other duties as assigned in support of the operation.

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