Financial Planning Analyst

1 month ago


Santa Clara, United States SIMCO Electronics Full time

Position Overview

SIMCO Electronics is seeking a talented, and enthusiastic Financial Planning Analyst for the Finance department to make an immediate impact in this high growth, multi-location company. This is an exciting opportunity to be part of a collaborative, innovative environment where your contributions will make a significant impact.

As a Financial Planning Analyst, you will play a key role in supporting the financial planning and analysis function of the company. You will work closely with the finance team to develop and maintain financial models, analyze financial data, and provide insights and recommendations to support strategic decision-making. This position will report directly to the Senior Financial Planning Analyst, with primary responsibilities in maintaining the company’s forecast models, updating periodic reporting templates, and monitoring the key business metrics.

Responsibilities and Duties

  • Build, maintain, and automate complex and dynamic financial models to provide data-driven, actionable insights to drive product growth and other strategic objectives.
  • Collaborate and partner with multiple cross-functional teams (Sales & Marketing, Finance, Operations, etc.) to help manage and drive the 5-step planning & forecasting process, pricing, & new service offerings.
  • Develop and/or maintain compensation plans to align with the business goals.
  • Develop and/or enhance policies and procedures that will improve the overall operation and effectiveness of the financial planning & analysis function and organization.
  • Lead and prioritize analytical frameworks and roadmaps to uncover new business opportunities and key areas of risk.
  • Develop and monitor performance indicators, highlighting trends and analyzing causes of unexpected variances.
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
  • Assist in the preparation and presentation of weekly, monthly, quarterly, Board of Directors, and other financial dashboards and reporting.
  • Support ad-hoc financial analysis and projects as needed.

Qualifications

  • degree in Finance, Accounting, or a related field.
  • years of experience in financial planning and analysis.
  • proficiency in Excel, PowerPoint, and Workday Adaptive Insights.
  • communication, presentation, and interpersonal skills.
  • to work independently and collaborate effectively in a team environment.
  • with data modeling within PowerBI is a plus.

Experience /Training / Certifications

  • Bachelor’s degree in finance or related field. MBA a plus

Environment

  • Office environment


  • Santa Clara, United States SIMCO Electronics Full time

    Position Overview SIMCO Electronics is seeking a talented, and enthusiastic Financial Planning Analyst for the Finance department to make an immediate impact in this high growth, multi-location company. This is an exciting opportunity to be part of a collaborative, innovative environment where your contributions will make a significant impact. As a Financial...


  • Santa Clara, United States SIMCO Electronics Full time

    Position OverviewSIMCO Electronics is seeking a talented, and enthusiastic Financial Planning Analyst for the Finance department to make an immediate impact in this high growth, multi-location company. This is an exciting opportunity to be part of a collaborative, innovative environment where your contributions will make a significant impact.As a Financial...


  • Santa Clara, United States SIMCO Electronics Full time

    Position OverviewSIMCO Electronics is seeking a talented, and enthusiastic Financial Planning Analyst for the Finance department to make an immediate impact in this high growth, multi-location company. This is an exciting opportunity to be part of a collaborative, innovative environment where your contributions will make a significant impact.As a Financial...

  • Financial Planning

    4 weeks ago


    Santa Clara, United States SIMCO Electronics Full time

    Salary Range: $94,000.00 To 104,000.00 Annually Position Overview SIMCO Electronics is seeking a talented, and enthusiastic Financial Planning Analyst for the Finance department to make an immediate impact in this high growth, multi-location company. This is an exciting opportunity to be part of a collaborative, innovative environment where your...

  • Financial Planning

    4 weeks ago


    Santa Clara, United States SIMCO Electronics Full time

    Position Overview SIMCO Electronics is seeking a talented, and enthusiastic Financial Planning Analyst for the Finance department to make an immediate impact in this high growth, multi-location company. This is an exciting opportunity to be part of a collaborative, innovative environment where your contributions will make a significant impact. As a Financial...

  • Financial Planning

    4 weeks ago


    Santa Clara, United States SIMCO Electronics Full time

    Job DescriptionJob DescriptionPosition OverviewSIMCO Electronics is seeking a talented, and enthusiastic Financial Planning Analyst for the Finance department to make an immediate impact in this high growth, multi-location company. This is an exciting opportunity to be part of a collaborative, innovative environment where your contributions will make a...

  • Financial Analyst

    23 hours ago


    Santa Clara, United States The Fountain Group Full time

    Hello, My name is Ana, and I am a Recruiter with The Fountain Group. We are a national staffing firm and are currently seeking a Financial Analyst for a prominent client of ours. This position is 100% RemoteDetails for the position are as follows: Contract role of 3 months, possible extensions. Pay range is $37/hr. Job Description: Will work with the...

  • Financial Analyst

    3 days ago


    Santa Clara, United States Adecco Full time

    Adecco is hiring immediately for a Financial Analyst with a local client in Santa Clara, CA. Pay is based upon experience from $75/hr - $84/hr. Duties: This role under the Display Segment will support driving analytics and reporting. The ideal candidate needs to be comfortable with working on both strategic initiatives, such as enhancing financial reporting...

  • Financial Analyst

    3 days ago


    Santa Clara, United States JLL Full time

    Currently we are seeking a Financial Analyst to join our account team. Our analyst will be responsible for preparing revenue and expense analysis and business trend analysis for all locations within the client portfolio. This will be a collaborative team member supporting core business analysis and metrics for the account. If you are a clear communicator,...

  • Senior Strategic

    3 days ago


    Santa Clara, United States d-Matrix Full time

    About us: d-Matrix has fundamentally changed the physics of memory-compute integration with our digital in-memory compute (DIMC) engine. The “holy grail” of AI compute has been to break through the memory wall to minimize data movements. We’ve achieved this with a first-of-its-kind DIMC engine. Having secured over $154M, $110M in our Series B offering,...


  • Santa Clara, California, United States Johnson & Johnson Full time

    Johnson & Johnson is recruiting for a Senior Financial Analyst, Robotics & Digital (RAD) located in Santa Clara, CA. At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions...


  • Santa Barbara, United States West Coast Financial Full time

    Instead of wax poetic about the specific job duties of this role, we’re sharing qualities that every one of our Associates embodies. If you’re reading this and thinking to yourself, “Yes, this is me!” – make sure you apply. You might be exactly who we’re looking for! You have an insatiable natural curiosity and an analytical mind. You want to...


  • Santa Clara, United States Medtronic, plc Full time

    Lead the monthly financial process as it relates to IBP and OU Ops business partnership, attending all step meetings, and coordinating finance efforts to ensure data driven forecasts that align financial and operational targets. Ensure the quantifica Financial Analyst, Financial, Operation, Principal, Analyst, Supply Chain, Manufacturing, Banking


  • Santa Clara, United States Akraya Full time

    Primary Skills: SaaS, Tableau, Excel, Financial Modeling, Data Analysis Location: Santa Clara, CA (Hybrid) Duration: 3 Months Contract Type: W2 Pay Range:$70 - $74.11 per hour On W2 Grow your skills by working with industry leaders JOB RESPONSIBILITIES: Join Palo Alto Networks as a Senior Financial Analyst within the Corporate Finance Prisma...


  • Santa Clara, United States Akraya Full time

    Primary Skills: SaaS, Tableau, Excel, Financial Modeling, Data Analysis Location: Santa Clara, CA (Hybrid) Duration: 3 Months Contract Type: W2 Pay Range:$70 - $74.11 per hour On W2   TALK to a recruiter NOW: CONTACT Rahul  at (phone number removed) Grow your skills by working with industry leaders JOB RESPONSIBILITIES: Join Palo Alto Networks as...


  • Santa Clara, United States The Fountain Group Full time

    We are  currently seeking a      Financial Analyst        for a prominent client of ours. This position is located in    Santa Clara, CA        Details for the position are as follows: Up to $77hour based on previous experience. This is a hybrid role. (4 month contract role) Build and develop SaaS metrics: you will continue to...

  • Financial Analyst

    3 days ago


    Santa Ana, United States Northstaracad Full time

    How to Become a Finance Analyst in India | Salary & Qualifications Financial analysts, also known as business analysts, are professionals who gather, monitor and evaluate information to make necessary forecasts and recommendations relevant to their industry and businesses. They are most often employed in banks, Financial Planning firms, Portfolio management...

  • Financial Advisor

    2 weeks ago


    Santa Clara, United States Priority Financial Group Full time

    Role: Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services....

  • Financial Advisor

    1 month ago


    Santa Clara, United States Priority Financial Group Full time

    Job DescriptionJob DescriptionRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...


  • Santa Clara, United States NVIDIA Full time

    NVIDIA is a place where the best people can do their life’s work and tackle some of the world’s hardest problems to improve the quality of life for people everywhere. Our core values celebrate One Team working together to accomplish NVIDIA’s vision. As an NVIDIAN, you’ll be immersed in a diverse, supportive environment where everyone is inspired to...