Financial Planning Specialist

9 hours ago

Downey, United States Advantex Professional Services Full time

Job Title: Financial Specialist (Bilingual in English/Japanese is aThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.plus)Location: Near Carson  (Southern California) Salary: Up to $68,000 per yearPosition Type: Full-Time - On-sitePosition Overview:Our client is seeking a Financial Specialist to join their growing team. This role focuses on financial and profitability analysis, including detailed P&L breakdowns, weekly performance reviews, and KPI tracking. The ideal candidate will have a strong analytical mindset, attention to detail, and the ability to identify financial trends to support business decision-making.Key Responsibilities:Advanced P&L and Profitability Analysis:Perform detailed monthly P&L analysis by department, account, and product category.Enhance accuracy of Flash P&L Report through data validation and trend analysis.Identify and explain anomalies and trends in financial performance.Weekly P&L Reporting:Create and manage weekly P&L reports highlighting operational issues and cost drivers.Provide insights to management based on revenue and cost fluctuations.KPI Tracking and Performance Monitoring:Track departmental KPIs and generate performance dashboards.Collaborate with department leads to interpret results and identify improvement opportunities.Cross-functional Collaboration & Report Maintenance:Work with Finance, Operations, and PMD teams to ensure reporting accuracy.Support the automation of recurring reports using Power BI and Excel Macros.Maintain reporting documentation for scalability and handoff procedures.Other Responsibilities:Assist in budgeting support and forecast model updates.Aid the Financial Planning Manager with ad-hoc financial analysis.Perform tasks as assigned by the VP of FP&A.Qualifications & Skills:Education: Bachelor’s degree in Finance, Accounting, Economics, or related field.Experience: Minimum 2-6 years of experience in financial analysis or FP&A (entry-level).Technical Skills:Advanced proficiency in Excel (including pivot tables, graphs, V-Lookups).Experience with Power BI; knowledge of SQL is a plus.Analytical Skills: Strong ability to analyze data, detect anomalies, and provide actionable insights.Communication Skills: Excellent written and verbal communication skills to translate financial data into strategic insights.Attention to Detail: Highly detail-oriented with the ability to work independently.Language Skills (Preferred): Bilingual in English/Japanese is a plus.Why Join Us?Competitive Salary: Up to $68,000 annually.Growth Opportunities: Strong potential for career development in a fast-paced environment.Collaborative Team: Work alongside experienced professionals in a dynamic, supportive team.Benefits/Perks - Medical, Dental & Vision 100% Paid xhuatnn  PandoLogic. Keywords: Certified Financial Planner (CFP), Location: Downey, CA - 90239

  • Financial Planning

    8 seconds ago

    Downey, CA, United States Advantex Professional Services Full time

    Financial Specialist (Bilingual in English/Japanese is a Position Type: Full-Time - On-site Our client is seeking a  Financial Specialist

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