Financial Expert

4 weeks ago


San Leandro, California, United States Peterson Full time
Job Summary

Peterson Holding Company is seeking a highly skilled Financial Analyst to join our team at our San Leandro, CA location.

Key Responsibilities
  • Support all phases of financial planning, including monthly reporting, forecasting, and annual budgeting.
  • Analyze all compiled financials and report findings to upper management as appropriate.
  • Work with operations and administrative teams to prepare quarterly rolling forecasts and annual business plans, and present to upper management.
  • Challenge the reasonableness of financial forecasts based upon historical performance, identified improvement initiatives, and economic data.
  • Prepare variance analysis of forecast and actual financial results.
  • Work with businesses on key financial and operating metrics for driving improvements in financial performance.
  • Monitor, track, evaluate, suggest, and build financial performance metrics.
  • Continuously streamline processes to eliminate inefficiencies and improve results.
  • Develop and maintain relationships with business units and administrative teams to achieve strong business results.
  • Develop and maintain Adaptive Insights environment, which includes dashboards, reports, models, and other system requirements.
  • Perform ad hoc financial analysis as required.
Requirements
  • Bachelor's Degree from a fully accredited college in Finance or Accounting or other closely related field.
  • Minimum of three years of hands-on financial analysis experience with proficiency in SQL and Adaptive Insights, preferably in a heavy industrial environment.
  • Equivalent combination of education and work experience.
What We Offer

Peterson Holding Company offers a competitive wage, generous benefits, and promotional opportunities at a family-owned and operated business.


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