Senior Financial Analyst- Business Planning & Decision Support

Location: Santa Ana, CA
Date Posted: 03-30-2018
Business Planning & Decision Support
  • Support the planning, execution, and continuous improvement of the enterprise-wide corporate annual plan (AOP), long-range plan (LRP), and strategic planning deployment processes (SDP) to create shareholder value.
  • Analyze and synthesize plans and results across multiple business functions (e.g., Sales, Marketing, MFG, Distribution, R&D, etc.) to identify and explain business drivers at the functional level in support of consolidated presentations to the Executive management team.
  • Support corporate strategic planning, scenario analysis and other business planning and analysis needs related to development of business cases for major enterprise initiatives.
  • Assist the Business Unit leadership and staff in providing information clarity, analysis and insights to support key business decisions related to major investments and/or changes in financial, operational or strategic direction (e.g. strategic funding requests; capital; growth/exit of lines of business).
  • Assist in the development and execution of any cross business unit and platform P&L strategies and initiatives.
  • Monthly Forecasting, Planning and Analysis
  • Assess the adequacy of and provide the appropriate direction on financial forecasts.
  • Analyze expense variances for areas of responsibility.
  • Support in the compilation, analysis, and review of financial reporting
  • Operational & Financial Performance Reporting, Monitoring and Improvement
  • Assist in the monitoring of the financial, operational and strategic performance of the business units; follow-up on unusual trends and variance to expectations.
  • Continually evaluate, challenge, improve efficiency and financial transparency, and add value to the organization.
  • Conduct routine and ad hoc management reporting and analysis of monthly, quarterly and annual key performance indicators and business drivers for presentation to Executive management.
  • Assist the President, CFO and members of the Executive Leadership team in actions to drive improved financial, operational and strategic performance.
  • Lead continuous improvement  opportunities to improve forecasting, cost structuring, planning and reporting
  • Monitor, coordinate and conduct system audits with IT to maintain data integrity within systems.
  • Support and adhere to departmental process and procedures in order to uphold departmental SOX compliance.
Experience and Qualifications
  • BS / BA in Accounting, Economics, Finance or related field - CPA or MBA preferred
  • Bring 2 - 4 years of relevant accounting, finance and/or FP&A corporate professional experience
  • Big 4 accounting experience preferred
  • Proven experience in positions requiring a solid understanding and practical application of generally accepted accounting principles (GAAP)
  • Experience effectively working with and presenting information to senior management
  • Critical Competencies include:
    • Well rounded finance professional who can architect, analyze, and communicate financial information effectively
    • Humble, patient, and graceful attitude
    • Excellent attention to detail; highly organized and able to manage multiple tasks simultaneously
    • Passionately analytical and curious with strong out-of-the-box thinking
    • Self-motivated and proactive; demonstrated drive for success and passion for growth and development
    • High level of competence and proficiency in financial analysis; business analysis; planning; and financial, business and/or statistical modeling
    • Strong inter-personal, oral and written professional communication skills; ability to filter and cater information to a variety of audiences
    • High level of professional excellence characterized by sound judgment skills and drive for results (while still considering the cost vs. benefit dynamic)
    • Demonstrates team orientated mindset
    • Strong business and financial acumen
    • Ability to effectively deal with ambiguity
    • Proven comfort with large data sets and the tools to manage large data sets
    • Ability to lead cross-functional teams in a complex fast paced business environment
    • Have an eye for continuous improvement opportunities
    • Ability to mentor and develop team members
Interim & Consulting Practice | Serving OC & LA County
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