Associate Financial Analyst

About the Role

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.

Requirements & Tech Stack

• 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.

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

Salary range is $27-29/per hour