Associate Financial Analyst

Position Overview

We are seeking a detail-oriented and analytical Associate Financial Analyst to join our Finance team. This individual will support financial planning and analysis (FP&A) activities, including budgeting, forecasting, financial reporting, and variance analysis. The ideal candidate has a strong foundation in Finance and excellent Excel skills. This role requires strong analytical and problem-solving abilities, attention to detail, and the ability to translate financial data into meaningful insights that support business decisions.

Key Responsibilities

• Financial Planning & Analysis: Support the budgeting, forecasting, and long-range financial planning processes.
• Financial Reporting: Prepare and maintain recurring financial reports, dashboards, and management presentations.
• Variance Analysis: Analyze actual results against budget and forecast, identify key variances, and communicate findings and underlying drivers.
• Excel & Financial Modeling: Develop and maintain Excel-based financial models, spreadsheets, and analytical tools to support business planning and decision-making.
• Data Analysis: Analyze financial and operational data to identify trends, risks, opportunities, and areas for improvement.
• Month-End Support: Assist with month-end financial reporting, accrual analysis, and reconciliation of financial data in partnership with accounting.
• Forecasting Support: Partner with Finance and business stakeholders to gather inputs, validate assumptions, and update financial forecasts.
• Process Improvement: Identify opportunities to improve reporting accuracy, automate recurring analyses, and streamline financial processes.
• Cross-Functional Collaboration: Work with Accounting and other departments to ensure financial information is accurate, consistent, and actionable.
• Ad Hoc Analysis: Perform special projects and financial analyses as needed to support management and business objectives.

Required Qualifications

• Bachelor’s degree in finance, Accounting, Economics, Business Administration, or a related field.
• Advanced Microsoft Excel skills, including advanced formulas, pivot tables, lookup functions (XLOOKUP/VLOOKUP), and data analysis.
• Strong analytical, quantitative, and problem-solving skills.
• Understanding of financial statements, budgeting, forecasting, and variance analysis.
• High attention to detail and a commitment to accuracy.
• Strong organizational and time-management skills, with the ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication skills.
• Ability to work independently while collaborating effectively with cross-functional teams.

Preferred Qualifications

• Experience with month end closing, financial modeling and management reporting.
• Familiarity with financial systems, ERP platforms, or planning tools such as Business Central, QuickBooks and Salesforce.
• Experience with PowerPoint and presenting financial results to management.
• Exposure to Power BI, Tableau, or other data visualization tools.

Key Competencies

• Strong financial and business acumen.
• Advanced Excel and data analysis capabilities.
• Proactive, curious, and solution-oriented mindset.
• Ability to interpret financial results and communicate key takeaways clearly.
• Strong sense of ownership, accountability, and integrity.

Success in This Role

The successful candidate will produce accurate and timely financial analyses, support reliable budgeting and forecasting processes, identify meaningful financial trends and variances, and help the Finance team deliver actionable insights that drive business performance.

Hybrid Schedule (Onsite Tues/Thurs in Irvine, CA)

Salary range is $27-29/per hour

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