Financial Analyst

Summary:Financial Analyst for the FP&A (Financial Planning and Analysis) team will assist in developing and analyzing month-end, Quarter-end, and year-end results.  This person will also play a key role in the development and updating of the monthly forecast as well as the annual budgeting.  Success in this role will depend on this person’s ability to work with little direction, provide ideas on how to improve processes, and ensure accuracy of the data and analysis. This is a cross-functional role; therefore, the success of this individual will also depend on their ability to create relationships with department heads across the organization. The position is a key partner in the organization to help drive management decisions through analytical analysis, KPI’s and data driven reporting by working directly with the Director of FP&A.

Salary is $80,000.00 to $110,000.00 annually, depending on experience.

Location: Carlsbad, CA.

Primary Responsibilities:

• Creates and analyses monthly, quarterly, and annual reports and ensures financial information has been recorded accurately with corporate systems.
• Support preparation and distribution of monthly, financial statements, management reports and analysis.
• Assists with financial forecasting (revenue, P&L, Balance Sheet, and Cash Flow) and annual budgeting process.
• Maintain, monitor, and improve sales reporting and analytics to drive business decisions.
• Provide support to Accounting team with month-end, quarter-end, and year-end accounting close.
• Provide guidance to other departments on OPEX and related matters-Provide timely and accurate accounting information to internal stakeholders on ad hoc basis.
• Provide support for internal and external audits.
• Partner with Director, FP&A, CFO and cross-departmental teams on ad-hoc projects and departmental goals.
• Establish relationships with leaders across the organization.
• Assist in the annual development of the Business Plan and Budgets.
• Perform any other related duties as required or assigned.

Qualifications:

• Prior experience in an FP&A role.
• Advance knowledge of Excel, PowerPoint, business modeling and CRM.
• Bachelor’s degree in finance, accounting, or related business field.

 Preferred Qualifications:

• Knowledge of NetSuite ERP or similar ERP system preferred.
• Knowledge of Adaptive Insights or similar Enterprise Planning Management tool (Hyperion, Anaplan, etc.) preferred.

Knowledge, Skills, and Abilities:

• At least 18 years of age.
• Bachelor’s degree in business administration, accounting, or finance or equivalent combination of education and applicable job experience.
• 3+ years of experience.
• Self-starter, ability to work with little direction and take a project from start to finish.
• Strong hands-on experience in complex financial modeling, problem solving, analysis and planning.
• Excellent problem-solving skills with attention to detail; ability to analyze the overall business impact.
• Previous experience managing and leading a team.
• Ability to project manage and drive progress forward.
• Strong written communication and verbal skills.
• Proven ability to multi-task, set project priorities, establish department/discipline goals and objectives.
• Computer literacy required, including advanced skills in Microsoft applications (i.e. Excel, Word, PPT, etc.)
• Positive attitude, self-motivated and eager to succeed.

Physical Requirements:  

Essential functions of this job require the following minimal physical demands. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essential functions.  

• Required to sit, talk, or hear; frequently required to use hands to grip or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl. 
• Vision and depth perception suitable for use of utilizing a computer, printer, phone, and keyboard.  
• Manual dexterity suitable for use of utilizing a computer. 
• Sufficient personal mobility and physical reflexes which permits the employee to work in an office setting. 
• Ability to walk and/or climb 5% of the time comfortably, with or without reasonable accommodation. 
• Ability to sit at a computer for 90% of the time comfortably, with+ or without reasonable accommodation. 
• Light to moderate lifting.  

Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Must be comfortable working in an office environment to include moderate noise levels. 
• The working area is primarily in an open office setting with reasonable lighting and controlled temperatures.

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Disclaimer:

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job. Job incumbents are expected to perform other duties necessary for the effective operation of the position, department, or the business.