Job description

Does a fresh Excel spreadsheet hold endless possibilities for you? If so, this role may just be the prefect fit! We’re looking for a Financial Analyst to join our FP&A team. This role will support budgeting, forecasting, monthly reporting, and financial analysis across different areas of the business. You’ll work closely with the FP&A team, Accounting, and business partners to understand financial results, identify key trends, and support business decisions. This is a great opportunity for someone who enjoys working with numbers, wants to learn the business, and is interested in finding better and more efficient ways to work. This role operates on a hybrid schedule and will require to work from our HQ located in the City of Industry, CA three days a week. WHAT YOU'LL DO • Support the annual budget, forecasts, and monthly financial planning and reporting. • Prepare and maintain financial models, reports, and supporting schedules. • Analyze monthly results and explain key variances versus budget, forecast, and prior year. • Work with Accounting during month-end close to review actuals, accruals, reclasses, and other financial activity. • Prepare monthly reporting and presentations for management. • Work with business partners to understand spending, business trends, risks, and opportunities. • Help maintain recurring reports and ensure financial information is accurate and complete. • Work with financial and operational data from different systems to support analysis and reporting. • Look for opportunities to simplify, improve, and automate existing reports and processes. • Support ad hoc financial analysis and other projects as needed. WHAT YOU'LL NEED • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field preferred. • 2–3 years of relevant experience in FP&A, corporate finance, or financial analysis. • Strong Excel skills and experience building and maintaining financial models. • Solid understanding of financial statements, budgeting, forecasting, and variance analysis. • Strong analytical and problem-solving skills with high attention to detail. • Ability to manage multiple priorities and meet deadlines in a fast-paced environment. • Strong written and verbal communication skills. • Comfortable working both independently and as part of a team. • Experience in retail or another multi-location business. • Experience with enterprise planning/reporting systems such as Oracle. • Interest in leveraging AI and automation to improve financial analysis, reporting and processes. • Experience working with BI and data visualization tools.

Requirements

Must-haves

Support the annual budget, forecasts, and monthly financial planning and reporting.
Prepare and maintain financial models, reports, and supporting schedules.
Analyze monthly results and explain key variances versus budget, forecast, and prior year.
Work with Accounting during month-end close to review actuals, accruals, reclasses, and other financial activity.
Prepare monthly reporting and presentations for management.
Work with business partners to understand spending, business trends, risks, and opportunities.
Help maintain recurring reports and ensure financial information is accurate and complete.
Work with financial and operational data from different systems to support analysis and reporting.
Look for opportunities to simplify, improve, and automate existing reports and processes.
Support ad hoc financial analysis and other projects as needed.
2–3 years of relevant experience in FP&A, corporate finance, or financial analysis.
Strong Excel skills and experience building and maintaining financial models.
Solid understanding of financial statements, budgeting, forecasting, and variance analysis.
Strong analytical and problem-solving skills with high attention to detail.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Strong written and verbal communication skills.
Comfortable working both independently and as part of a team.
Experience in retail or another multi-location business.
Experience with enterprise planning/reporting systems such as Oracle.
Interest in leveraging AI and automation to improve financial analysis, reporting and processes.
Experience working with BI and data visualization tools.

Nice-to-haves

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field preferred.

Application prep

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

Keywords to mirror

Platform: lever
Effort: quick