Lead Financial Reporting Analyst

3 weeks ago


Irvine, United States Advantage Sales and Marketing, LLC Full time

Minimum: USD $146,774.00/Yr.

Maximum: USD $160,000.00/Yr.

Lead Financial Reporting Analyst, Irvine, CA

Responsibilities: Design, build, test, and deliver one-time and recurring financial reports, data visualizations, and custom extracts using applicable business intelligence tools. Produce and consolidate monthly reports, including key metrics, financial results, and variance reporting. Develop and prepare monthly, quarterly, and yearly reporting packages for enterprise leadership to include financial statements, KPIs, significant business trends, actual vs budget/forecast variances and comprehensive explanations of material differences. Utilizing independent judgment and understanding of finance principles to identify trends, variances, and key issues to provide recommendations for more effective reporting. Investigate, locate, and fix discrepancies and other issues within reports, dashboards, and finance data systems, conducting thorough investigation combined with follow-through and urgency to support business needs. Working autonomously, identify potential data quality issues and partner with IT engineering teams to resolve. Consult with IT and key stakeholders to ensure future designs of data and operational systems meet reporting needs of finance team. Design and distribute QA reports of financial data, respond to select internal and external audit requests, and recommend improvement to internal audit team. Develop new analytical resources and implement strategies to continuously improve Corporate FP&A processes and enhance our understanding of drivers of the business.

Qualifications: THIS POSITION REQUIRES A BACHELOR'S DEGREE (OR FOREIGN EQUIVALENT) IN DATA SCIENCE, ACCOUNTING, FINANCE, OR BUSINESS ADMINISTRATION, OR IN A CLOSELY RELATED FIELD, PLUS 5 YEARS OF WORK EXPERIENCE IN THE POSITION OR IN A CLOSELY RELATED OCCUPATION. IN THE ALTERNATIVE THE POSITION REQUIRES A MASTER'S DEGREE (OR FOREIGN EQUIVALENT) IN DATA SCIENCE, ACCOUNTING, FINANCE OR BUSINESS ADMINISTARTION, OR IN A CLOSELY RELATED FIELD, PLUS 2 YEARS OF WORK EXPERIENCE IN THE POSITION OR IN A CLOSELY RELATED OCCUPATION.

Special Requirements: REQUIRED EXPERTISE/KNOWLEDGE OF: 1. Knowledge of accounting OR financial principles and practices, including a demonstrated basic knowledge of GAAP application. 2. Experience with Power BI, SQL software tools, and data analytical software like R Programming. 3. Experience with data management tools, such as Oracle Hyperion, Microsoft Dynamics, and/or SAP. 4. Experience in Power Query, VBA, Pivot Tables, and complex functions. MUST POSSESS EXPERTISE/ KNOWLEDGE SUFFICIENT TO ADEQUATELY PERFORM THE DUTIES OF THE JOB BEING OFFERED. EXPERTISE/ KNOWLEDGE MAY BE GAINED THROUGH EMPLOYMENT EXPERIENCE OR EDUCATION. SUCH EXPERTISE/ KNOWLEDGE CANNOT BE "QUANTIFIED" BY "TIME." TELECOMMUTING PERMITTED.

Advantage Sales & Marketing LLC is an equal opportunity employer.

Qualified applicants please send resume to:

Lead Financial Reporting Analyst



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