Business Finance Analyst

Why you’ll love it here!

+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance

+ 401k
+ Community Service Day

+ Spotlight Awards

+ National Sales Excellence Awards

+ CFSP Prep Certification Program

POSITION SUMMARY:

• The Business Finance Analyst reports to the Regional Director, Business Finance
• Located in Irvine, CA
• Full-Time
• In-Office

The Business Finance Analyst will play a critical role in supporting financial analysis, planning, and decision-making processes within our organization. This role offers the opportunity to collaborate with cross-functional teams, contribute to strategic initiatives, and drive business performance.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Financial Analysis and Reporting:

• Conduct in-depth financial analysis, including variance analysis, trend analysis, and scenario modeling, to support decision-making processes.
• Prepare and present financial reports, forecasts, and budget projections to senior management and other stakeholders.
• Identify key performance indicators (KPIs) and metrics to track financial performance and monitor progress towards strategic objectives.

Budgeting and Planning Support:

• Assist in the development, implementation, and monitoring of annual budgets, forecasts, and long-term financial plans.
• Collaborate with business units to gather input, validate assumptions, and align budget forecasts with organizational goals.
• Analyze budget variances and provide recommendations to optimize resource allocation and improve financial performance.

Financial Modeling and Decision Support:

• Develop and maintain financial models to evaluate business opportunities, investment decisions, and cost-saving initiatives.
• Provide analytical support for strategic projects, including mergers and acquisitions, capital investments, and product launches.
• Conduct ad-hoc analysis and scenario planning to assess the impact of potential business changes and opportunities.

Data Management and Systems:

• Gather, validate, and analyze financial data from multiple sources, ensuring accuracy, completeness, and integrity.
• Maintain and optimize financial systems, databases, and reporting tools to streamline processes and enhance efficiency.
• Provide user support and training on financial software applications to ensure effective utilization by finance and business teams.

COMPETENCIES:

• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and derive actionable insights.
• Excellent attention to detail and accuracy in data analysis, reporting, and documentation.
• Proficiency in financial modeling, forecasting, and budgeting techniques, with advanced Excel skills and familiarity with financial software tools.
• Effective communication skills, both verbal and written, with the ability to present findings and recommendations to diverse audiences.
• Proactive and self-motivated, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Collaborative mindset, with the ability to work effectively in a team environment and build relationships across departments.

QUALIFICATIONS & EXPERIENCE:

• Bachelor’s degree in Finance, Accounting, Economics, or related field, or equivalent military or practical experience.
• 2 – 4 years of experience in finance, accounting, or business analysis roles.
• Proficiency in Microsoft Office suite, particularly Excel, PowerPoint, and Word.
• Experience with financial modeling, data visualization, or business intelligence tools is preferred.
• Strong understanding of financial concepts, principles, and practices.
• Ability to successfully pass a background check post offer acceptance.