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Financial Planning and Analysis Specialist

2 months ago


Carlsbad, United States Northcoastmed Full time
About Our Company

At Northcoastmed, we're dedicated to creating a knowledgeable, reliable, and superior diabetes supply company. Our approach, coupled with a commitment to service and innovation, has propelled us to a national leader in the industry. We strive to maintain a casual, fun environment while working hard every day to provide a positive work culture and respectful atmosphere. If you enjoy working in a collaborative environment, have a passion for excellence, and a bias for action, we may be the perfect fit for you.

About the Position

The FP&A Analyst will play a crucial role in assisting with the preparation of financial forecasts and budgets, month-end close support, variance analysis, and involvement with other FP&A functions as needed.

Key Responsibilities
  • Supports the forecast and budgeting process, including managing key dates and deliverables with cost center owners, maintaining and standardizing templates.
  • Assists in the creation and development of efficient and accurate financial forecasting and budgeting tools and processes.
  • Analyzes monthly and quarterly results, key business metrics, and drivers of financial performance.
  • Provides accurate, timely, and meaningful reporting, including analytics to highlight areas for operational improvement, margin improvements, and cost savings.
  • Supports accounting close by reviewing variances to identify required accruals or adjustments.
  • Provides analytical support on other ad hoc and special projects as needed.
  • Accomplishes all tasks in a timely manner with accurate and complete documentation.
  • Collaborates with business stakeholders and FP&A team to help produce insightful, recurring reports and dashboards that provide actionable takeaways (trends, issues, and opportunity recognition).
Requirements
  • Bachelor's degree in Finance, Accounting, or related field.
  • 1-3 years of related experience in accounting and finance.
  • Proficient Excel skills.
  • Strong analytical, problem-solving, and conceptual skills.
  • Excellent interpersonal skills and communication, both written and verbal.
Competencies
  • Friendly, professional, and effective communications skills; able to calmly present solutions in challenging situations.
  • Strong problem-solving skills.
  • Self-directed accountability and reliability.
  • Sufficient organizational skills to prioritize appropriately, deal with interruptions, meet deadlines, and manage concurrent projects successfully.
  • Able to work well in a team environment that promotes inclusiveness and communication among team members.
  • Able to demonstrate self-motivation, confidence, energy, and creativity.
  • Communication using both verbal and written English proficiency.
  • Responsiveness and sense of urgency with matters of time and importance.
  • Working familiarity with standard accounting and finance concepts, practices, and procedures.
  • Flexibility in adapting to changing priorities.
  • Cultural competence.