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Financial Analyst

San Francisco, CA | Full Time | Remote
4 Days Ago

Job Description

As an FP&A analyst, you will report and work closely with the Senior FP&A to provide financial insights and projections to the Finance team. You will provide reliable data and analysis to be used in decision-making and planning, while also preparing accurate monthly budget to actual reports to each department in accordance with their annual budget. This will help influence key stakeholders to remain compliant to their targeted budget, while also help drive operational efficiency.

What You Will Be Doing

  • Grow financial performance through analysis of financial results, forecasts, variances, and trends
  • Identify trends in financial performance and providing recommendations for improvement
  • Coordinate with other members of the finance team to review financial information and forecasts
  • Assisting Senior FP&A in providing financial models and forecasting to support valuation, planning, and forecasting
  • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts, then prepare reports for regular leadership review/discussions
  • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
  • Work closely with the accounting team to ensure accurate financial reporting
  • Guide the cost analysis process by establishing and enforcing policies and procedures
  • Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
  • Increase productivity by developing automated reporting/forecasting tools
  • Perform market research, data mining, business intelligence, and valuation comps
  • Complete a trailing 6-month average FX rate 
  • Conduct comparable analysis and market research to support internal financial analysis
  • Assist the VP, Investment and Corporate Development, with ad-hoc M&A projects
  • Assist with other ad-hoc requests as needed by the Senior Finance members.

What You Should Have

    • Expert-level analytical and financial modeling skills
    • Strategic thinking
    • Great presentation skills
    • Knowledge of ERP systems and related technologies
    • Strong understanding of Sarbanes-Oxley
    • Excellent time management and organizational ability
    • Ability to multitask and meet constant deadlines
    • Willingness to work long hours, when necessary
    • 2-3 years of business finance or other relevant experience
    • High proficiency in financial modeling techniques
    • Strong fluency with Excel formulas and functions
    • BA, BS (Bachelor’s Degree in Accounting/Finance/Economics)
    • Strong analytical and data gathering skills
    • Good business acumen

     

    Preferred Requirements

    • MBAs are preferred
    • Finance, Accounting, Economics, or Statistics are preferred major fields
    • Proven work experience in a quantitatively heavy role

Next Steps

If you feel you are a fit, please apply because we would love to hear from you. It means a lot to us that you have taken the time to read through our job description so thank you so much for your time. We wish you all the best in your job search.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Chipper Cash is proud to be an Equal Opportunity Employer and will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance. If there are any accommodations that we can provide during the interview process that help you to be confident and do your best work, don’t hesitate to let us know.

#li-remote

 

Skills for Financial Analyst

The job skills required for Financial Analyst include Analysis, Accounting, Planning, Financial Analysis, Leadership,and FP&A etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.

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Career Path for Financial Analyst

The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

How to Become a Financial Analyst

If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1 Understand the job description and responsibilities of a Financial Analyst

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Step 2 Knowing the best tips for becoming a Financial Analyst can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Step 3 View the best colleges and universities for Financial Analyst

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