Sr. Financial Analyst

2 months ago

Pasadena, United States Pinnacle Living Full time
We are building a team of trailblazers, who embody growth, impact, and excellence.

Job Description

As a Senior Financial Analyst, you will play a key role in the development, management, and analysis of data across Pinnacle. You will work across all groups within Pinnacle including the Leadership Team, Operations, Sales Functions, Board of Directors and Finance.

Job Duties
  • Gathers, organizes, analyzes, and summarizes data across the organization as well as provides actionable recommendations on how to improve the operations of the company. This may include analysis of the following but not limited to reduction of costs, improving operational efficiencies, methods of increasing revenue, or improving cash flow.
  • Building reports, models, and tools across the organization that visualizes data in an effective manner.
  • Manage and oversee the annual budgeting, forecasting, and long-range financial planning processes.
  • Management of all data sources which includes development and centralization of data, quality and change management of data, and long-term strategy around data.
  • Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
  • Lead the monthly financial reporting process, including variance analysis and management reporting.
  • Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
  • Evaluate potential investments, mergers, and acquisitions to support growth initiatives.
  • Work directly with Partners (Business Development leaders) to ensure data in Customer Strategy Manager (business development platform) is accurate and up to date.
  • Work with Project Managers to ensure project data in ERP is accurate and up to date.
  • Analyze CSM and ERP data and produce regular reports that demonstrate both high and low performing teams.
  • Work with teams to identify performance risks/gaps based on the data.
  • Work with President/CEO/COO to give insights on team and project performance based on relevant data.
  • Ensure that system is easily accessible by Partners, Managers, and Leads to track elements of project and financial team performance.
Accountabilities
  • Development, management, and ownership of infrastructure of data
  • Analysis and insights of data driving action across the organization
Required Qualifications
  • Minimum 5 years' relevant financial analyst experience in finance, accounting and business related roles
  • ERP Experience
  • Data Management Experience
  • Expert financial modelling, analytical and problem-solving skills
  • Strong knowledge of MS Office (primarily Excel) and GAAP
  • Excellent verbal and written communication, presentation, and interpersonal skills
  • Demonstrated "can-do" approach and the ability to work efficiently and creatively
  • Ability to identify and prioritize objectives while managing daily requirements
  • Proactive approach towards improving processes and systems
  • Strong influencing skills and ability to work with leadership across the organisation
Preferred Qualifications
  • Bachelor Degree or higher in Finance, Economics, Accounting, Data Analytics, or Mathematics
Equipment and Software Knowledge
  • Microsoft Office Suite products with intermediate or advanced knowledge of Power BI and Excel
  • ERP Systems including but not limited to Workday
  • Ability to learn new software fast
Direct Reports

There are no direct reports to this role

Working Environment
  • Conditions may include working inside and/or outside. May work around office machinery with moving parts and moving objects. Working near radiant and electrical energy. Working closely with others or working alone. Working extended or irregular hours and travelling by all possible modes of transportation.
Physical Job Requirements
  • Ability to walk, stand, sit, kneel, push, stoop, reach above the shoulder, grasp, pull, bend repeatedly, climb stairs, identify colors, hear with aid, see, write, count, read, speak, analyze, lift and carry under 30 lbs., and perceive depth.
Tools and PPE Requirements
  • Equipment (machines, tools, devices) used in performing the essential job function include but not limited to computers and related equipment, calculators, copiers, fax machines, and telephone.


Limitations and Disclaimer

This job description describes the general job duties, accountabilities and physical requirements associates with the position; it is not an exhaustive list of all the duties, accountabilities, or skills required for the position.

The general job duties, accountabilities and physical requirements associated with the position are subject to modification to reasonably accommodate individuals with disabilities. Some physical requirements may exclude individuals who pose a threat or risk to the health or safety to themselves or others.

This job description neither states nor implies that the listed general job duties, accountabilities, and physical requirements associated with the position are the only tasks expected of an employee. An employee is also required to follow any other job-related instructions and perform any other job-related tasks requested by their supervisor and not in violation of any applicable laws, regulations, or rules.

Requirements are representative of minimum levels of knowledge, skills, and abilities. To perform this job successfully, an employee must possess the abilities and aptitude to perform each duty, accountability, and physical requirement proficiently.

Visa Sponsorship: Employment eligibility to work with Pinnacle in the U.S. is required. This employer will not sponsor any applicants for the following work visa in this job category: H-1B - Cap Subject (Change of Status or Consular Notification). Note that an H-1B Change of Employer is generally not considered to be Cap Subject.

Pinnacle participates in E-Verify, a federal government system used to verify employment authorization and social security number of each new employee.

Pinnacle is an equal employment opportunity employer and does not discriminate based on race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, genetic information, or any other characteristic protected by applicable law.

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