Senior Financial Analyst (FP&A)

We have an excellent opportunity for a full-time Senior Financial Analyst (FP&A) based in San Dimas, CA office. As a member of the Financial Planning and Analysis team, the Sr. Financial Analyst (FP&A) will provide financial analysis, budgeting, forecasting and reporting support for the organization.

Responsibilities:

• Assist in the annual budgeting process and provide budget to actual analysis, as requested
• Develop financial models and provide financial forecasts, as requested
• Identify the drivers / causes of operational and financial results and articulate the information into presentation format that is presented to company management
• Analyze current and historical financial data
• Prepare ad hoc analysis, as requested
• Perform other duties as required to meet the needs of the business
• Work cross-functionally in support of all stakeholders as a business partner
• Maintain confidentiality of financial information
• Assist Manager with financial budget and forecast submissions as well as department liaison responsibilities
• Maintain and improve department financial reporting tools and processes
• Contribute to the preparation and analysis of the Forecasts, Annual Operating Plan and Strategic Long Range Plans
• Assist accounting and other finance teams with development and maintenance of internal controls and processes; ensure the accuracy and reliability of all financial forecasts and reporting
• Assist in variance analyses comparing to prior forecast, budget and prior year
• Run and analyze reports from the general ledger

Key Qualifications

• Bachelor's Degree in business, finance, accounting, economics, or other related field
• MBA is a plus
• 3-5+ years experience of progressive financial analysis experience
• Working knowledge and experience in planning, forecasting, and budgeting
• Ability to present financial data using detailed reports and charts
• Strong understanding of accounting
• Strong knowledge of Excel
• Experience with Netsuite is a plus
• Exceptional analytical, quantitative, written and verbal communication skills
• Discretion and ability to handle sensitive financial information
• Strong Customer service skills; have a sincere desire to serve the customer and the team
• Ability to prioritize workload and escalate conflicting priorities
• Understanding of accounting fundamentals (e.g. debit/credits, financial statements)
• Self-starter - candidate needs to be self-directed, curious, and proactive starting day 1 on the job
• Proactive and adaptive communication style, able to effectively communicate with people from various disciplines, organizations, geographic locations and management levels
• Ability to multi-task, work well with others in a fast-paced, rapidly evolving environment and keep supervisor promptly informed
• Systems agnostic, able to quickly learn and adapt to new systems and tools
• Strategic thinker with the ability to see the big picture while working with ambiguity and uncertainty
• Proven ability to gather and analyze large amounts of data at a macro and micro level