Financial Analyst

Location: Valencia, CA

Compiles and analyzes financial information. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Identifies trends and developments in competitive environments and presents findings to senior management. Performs financial forecasting and reconciliation of internal accounts.


Essential Job Functions

  • Participate in the annual budgeting and forecasting process
  • Manage budget and forecast data; through spreadsheet and database setting
  • Review monthly results and implement/maintain monthly variance reporting, including the validation of data accuracy on reported financial statements
  • Identify financial health status of company through monthly results, forecast, and budget comparisons and analysis
  • Improve financial status by analyzing results, monitoring variances, and identifying trends targeted at identifying better methods to achieve results with less cost and/or less time; recommending actions to management
  • Participate in the review of operations results with Business Unit leads and senior management
  • Assess the accuracy of financial statements and reports; assess that they are appropriate for the users and in accordance with generally accepted accounting principles
  • Analyze financial information to produce forecasts of business, industry, and economic conditions
  • Develop, manage, and maintain KPI metrics based on needs of the various recipients
  • Manage the balance sheet and prepare balance sheet forecast in accordance with policy
  • Manage the cash flow and prepare cash flow forecasts in accordance with policy
  • Reconcile transactions by comparing and correcting data through management direction
  • Assemble spreadsheets and draw charts and graphs used to illustrate technical reports
  • Conduct financial analyses and special projects requiring financial support
  • Monitor risk management policies and procedures to ensure that program and organizational risks are minimized
  • Monitor all legislation and regulations relevant to the industry and organization ensuring that the company maintains compliance


Education and Experience

  • Bachelor’s degree in Finance or Accounting or Business Administration with a focus in Finance or Accounting; advanced degree and/or CPA preferred
  • At least 5 years of professional experience in Finance, Accounting, or Strategic Plannning
  • Strong knowledge and demonstrated experience in accounting
  • Experience with audit, legal compliance, and budget development/monitoring
  • Experience communicating key data
  • Success seeing beyond the numbers, identifying trends and new possibilities
  • Ability to travel overnight
  • A valid, unrestricted CA driver’s license
  • Proof of American citizenship and/or legal US work status

NOTE: This is a general description of the position and is not a full description of all duties. Specifics will be discussed at the time of any interview.

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