We are looking for a Financial Analyst to join our team in San Diego, California. In this role, you will help guide planning, reporting, and performance analysis by turning financial data into clear business insights. The position works closely with leaders across the organization to support budgeting, forecasting, profitability review, and executive reporting. This is an excellent opportunity for someone who enjoys combining analytical rigor with cross-functional partnership to improve financial decision-making.
Responsibilities:
- Build and refine financial plans, including annual budgets, rolling forecasts, and longer-term outlooks that support company objectives.
- Partner with department leaders to prepare projections for revenue, margins, operating costs, staffing, and capital spending.
- Maintain integrated financial models across the income statement, balance sheet, and cash flow, while improving driver-based forecasting assumptions.
- Prepare recurring management reports that compare actual results to plan, forecast, and prior periods, highlighting meaningful trends and performance gaps.
- Investigate variances in business results, track key financial and operating metrics, and provide practical recommendations to support better decisions.
- Collaborate with sales, marketing, product, and operations teams to evaluate pricing, promotions, product performance, and overall profitability by customer, channel, and market.
- Support executive and board-level reporting by developing schedules, analysis, commentary, and presentation materials for leadership review.
- Work alongside accounting during month-end, quarter-end, and year-end close activities to validate results, explain material changes, and provide audit support.
- Enhance reporting and planning processes within Workday Adaptive, ensuring financial data remains accurate, accessible, and aligned with information recorded in NetSuite.
- Experience in financial analysis, budgeting, forecasting, and management reporting within a corporate finance environment.
- Strong financial modeling skills, including the ability to connect income statement, balance sheet, and cash flow impacts.
- Proven ability to perform variance analysis and translate complex financial results into clear business insights.
- Proficiency with ad hoc financial analysis to support strategic initiatives, operational decisions, and executive requests.
- Hands-on experience with Adaptive Planning or Workday Adaptive for planning, forecasting, or reporting activities.
- Strong attention to detail and accuracy, with the ability to manage multiple deadlines in a fast-paced setting.
- Effective communication and collaboration skills for working with cross-functional stakeholders and senior leadership.