Financial Planning and Analysis Specialist

5 days ago

Carlsbad, United States North Coast Medical Supply LLC Full time
About the Position

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

Key Responsibilities
  • Financial Forecasting and Budgeting: Supports the forecast and budgeting process including managing key dates and deliverables with cost center owners, maintaining and standardizing templates.
  • Financial Analysis: Analyzes monthly and quarterly results, key business metrics, and drivers of financial performance.
  • Reporting and Analytics: Provides accurate, timely, and meaningful reporting, including analytics to highlight areas for operational improvement, margin improvements, and cost savings.
  • Accounting Close Support: Supports accounting close by reviewing variances to identify required accruals or adjustments.
  • Ad Hoc Projects: Provides analytical support on other ad hoc and special projects basis as needed.
Requirements
  • Bachelor's Degree: Bachelor's degree in Finance, Accounting or related field.
  • Experience: 1-3 years of related experience in accounting and finance.
  • Skills: Proficient Excel skills, strong analytical, problem solving and conceptual skills, excellent interpersonal skills and communication, both written and verbal.
Expected Competencies
  • Communication: Friendly, professional, and effective communications skills; able to calmly present solutions in challenging situations.
  • Problem Solving: Strong problem-solving skills.
  • Accountability: Self-directed accountability and reliability.
  • Organizational Skills: Sufficient organizational skills to prioritize appropriately, deal with interruptions, meet deadlines, and manage concurrent projects successfully.
Physical Demands

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable employees with disabilities to perform the essential functions.

While performing the responsibilities of the job, the employee is required to remain in a stationary position most of the time (stand or sit). While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is frequently required to stand, walk and reach with hands and arms. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Equal Opportunity Statement

North Coast Medical Supply LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Pay Range and Compensation Package

Salary ranges may vary depending on location. The general hiring range for this position is $75,000 - $95,000 yearly salary. Actual compensation depends on education, experience and relevant skills.

Benefits for the full time employees include:

  • Health, Dental & Vision options
  • FSA and HSA plan with Employer Contribution
  • Employer paid EAP
  • 401k with 4% Company Match
  • Discretionary Profit Sharing Plan
  • Paid Time Off (PTO) Including 8 Paid Holidays and a Birthday Holiday
  • In-house Training Programs
  • A fun culture in a fast-growing organization

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