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ProSites · 11 hours ago

Senior Financial Analyst

Murrieta, CA

Full-time

Onsite

Senior Level

5+ years exp

ProSites is a company seeking a Senior Financial Analyst to develop the annual operating budget and track performance throughout the year. The role involves creating revenue and expense forecast models, collaborating with executive leadership, and driving system improvements across various departments.

MarketingWeb DesignWeb Development

Responsibilities

Review and develop annual budgets and targets along with follow-on forecasts on a quarterly basis

Prepare and review financial variances between Actual/Budget/Forecast

Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and correcting data

Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations

Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions

Provide user support and maintenance during annual budget cycle and quarterly forecast cycles

Conduct presentations to management and department directors as needed

Report monthly on margin and profitability metrics

Investigate variances vs. plan and meeting with department managers for input

Utilize SalesForce and ERP systems (SageIntacct), together with BI tools (Power Pivot and PowerBI) for consolidation of data and measuring interdependencies

Report on quarterly metrics to measure strategic initiatives and its effectiveness

Develop complex financial models and present analytics to support Sales, Marketing, and R&D teams

Assist in developing complex models that support the financial modeling related to potential Mergers & Acquisitions activity

Build analytical models that utilize both financial and non-financial data to forecast operating results, scenario modeling

Develop, interpret, and implement financial concepts for financial planning

Prepare various industry and market analyses and benchmarking, as required

Qualification

Financial modelingFP&AERP systemsMS ExcelBusiness analysisAnalytical skillsCost accountingBachelor’s degreeCPAMBACommunication skillsProblem-solving skills