Job description

The Financial Analyst will partner with Business Unit teams and Finance leadership to provide financial analysis and insights that support informed business decisions. The role will analyze and interpret financial and operating results, identify key business drivers, and communicate findings to stakeholders. Key responsibilities include PVMC analysis, forecasting and variance analysis, revenue and margin forecasting, ROI analysis for new product initiatives, and ad hoc financial analysis supporting Business Unit operations. The Financial Analyst will also evaluate existing financial processes and systems, identify opportunities for improvement, document requirements, and help develop scalable analytical tools and processes that improve efficiency and support business growth. Essential Functions • Support monthly financial forecasting and planning activities. • Support consolidation of weekly risks and opportunities (R&O). • Prepare quarter-end financial reporting and analysis. • Support management reporting and business reviews. • Perform PVMC, revenue, margin, and profitability analysis. • Develop variance and bridge analyses comparing actual results with forecasts and plans. • Prepare ad hoc financial analyses and consolidated reporting for management review. • Translate complex financial and operational data into clear, actionable insights for business partners and Finance leadership. • Present analysis and recommendations to stakeholders in a clear, concise, and collaborative manner. • Partner cross-functionally to identify business drivers, risks, opportunities, and potential financial impacts. • Document existing methodologies and work with team members to identify opportunities for process improvement and automation. • Perform gap analyses of financial systems, reporting tools, and processes, and document requirements for improvement. • Apply financial insights to support business decisions related to profitability, efficiency, investment, and anticipated returns. • Manage assigned deliverables and communicate progress, risks, and results to appropriate stakeholders. Required • Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, Business, or a related field, or equivalent relevant experience . • Relevant experience in financial planning and analysis, forecasting, financial reporting, or a related finance function. • Strong understanding of financial concepts, including revenue, gross margin, profitability, and P&L. • Experience with forecasting, variance analysis, and financial modeling. • Working knowledge of GAAP principles and financial reporting concepts. • Advanced Microsoft Excel skills and experience working with large or complex datasets. • Demonstrated analytical and problem-solving skills, including the ability to identify business drivers and translate analysis into actionable insights. • Ability to communicate financial and technical information clearly to a range of audiences. • Ability to build effective cross-functional working relationships. • Ability to manage multiple priorities and deliver accurate work within established timelines. • Ability to work independently and collaboratively in a team environment. • Commitment to maintaining confidentiality and conducting business ethically. Preferred • Experience in the hardware, technology, semiconductor, storage, or related industry. • Experience with financial planning and forecasting systems. • Experience with Power BI, Tableau, Oracle, and/or Oracle EPBCS. • Experience using Power Pivot, DAX, Power Query, SQL, or similar analytical tools. • Master’s degree in Finance, Business Administration, or a related discipline. Skills • Financial planning, forecasting, and modeling • Revenue, margin, and profitability analysis • Variance and bridge analysis • Data analysis and visualization • Process improvement and automation • Financial systems and reporting tools • Cross-functional business partnership • Clear written and verbal communication • Organization and attention to accuracy • Ability to prioritize effectively in a dynamic business environment All your information will be kept confidential according to EEO guidelines. Compensation & Benefits Details • An employee’s pay position within the salary range may be based on several factors including but not limited to (1) relevant education; qualifications; certifications; and experience; (2) skills, ability, knowledge of the job; (3) performance, contribution and results; (4) geographic location; (5) shift; (6) internal and external equity; and (7) business and organizational needs. • The salary range is what we believe to be the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California, Colorado, New York or remote jobs that can be performed in California, Colorado and New York. This range may be modified in the future. • If your position is non-exempt, you are eligible for overtime pay pursuant to company policy and applicable laws. You may also be eligible for shift differential pay, depending on the shift to which you are assigned. • You will be eligible to be considered for bonuses under either WD’s Short Term Incentive Plan (“STI Plan”) or the Sales Incentive Plan (“SIP”) which provides incentive awards based on Company and individual performance, depending on your role and your performance. You may be eligible to participate in our annual Long-Term Incentive (LTI) program, which consists of restricted stock units (RSUs) or cash equivalents, pursuant to the terms of the LTI plan. Please note that not all roles are eligible to participate in the LTI program, and not all roles are eligible for equity under the LTI plan. RSU awards are also available to eligible new hires, subject to WD's Standard Terms and Conditions for Restricted Stock Unit Awards. • We offer a comprehensive package of benefits including paid vacation time; paid sick leave; medical/dental/vision insurance; life, accident and disability insurance; tax-advantaged flexible spending and health savings accounts; employee assistance program; other voluntary benefit programs such as supplemental life and AD&D, legal plan, pet insurance, critical illness, accident and hospital indemnity; tuition reimbursement; transit; the Applause Program; employee stock purchase plan; and the WD Savings 401(k) Plan. • Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Notice To Candidates: Please be aware that WD and its subsidiaries will never request payment as a condition for applying for a position or receiving an offer of employment. Should you encounter any such requests, please report it immediately to WD Ethics Helpline or email compliance@wdc.com .

Requirements

Must-haves

Key responsibilities include PVMC analysis, forecasting and variance analysis, revenue and margin forecasting, ROI analysis for new product initiatives, and ad hoc financial analysis supporting Business Unit operations.
Support monthly financial forecasting and planning activities.
Support consolidation of weekly risks and opportunities (R&O).
Prepare quarter-end financial reporting and analysis.
Support management reporting and business reviews.
Perform PVMC, revenue, margin, and profitability analysis.
Develop variance and bridge analyses comparing actual results with forecasts and plans.
Prepare ad hoc financial analyses and consolidated reporting for management review.
Translate complex financial and operational data into clear, actionable insights for business partners and Finance leadership.
Present analysis and recommendations to stakeholders in a clear, concise, and collaborative manner.
Partner cross-functionally to identify business drivers, risks, opportunities, and potential financial impacts.
Document existing methodologies and work with team members to identify opportunities for process improvement and automation.

Nice-to-haves

Experience in the hardware, technology, semiconductor, storage, or related industry.
Experience with financial planning and forecasting systems.
Experience with Power BI, Tableau, Oracle, and/or Oracle EPBCS.
Experience using Power Pivot, DAX, Power Query, SQL, or similar analytical tools.
Master’s degree in Finance, Business Administration, or a related discipline.
Financial planning, forecasting, and modeling
Revenue, margin, and profitability analysis
Variance and bridge analysis
Data analysis and visualization
Process improvement and automation
Financial systems and reporting tools
Cross-functional business partnership

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

sql

Platform: smartrecruiters
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)