Financial Analyst II

CorVel•Irvine, CA

55d•Hybrid

About The Position

The ideal candidate will possess a strong background in financial analysis, strategic planning, and data-driven decision-making. In this role, you will be responsible for providing advanced financial insights, conducting complex financial modeling, and collaborating with cross-functional teams to drive informed business strategies. Your contributions will directly impact the organization's financial performance and strategic direction. This full-time position will focus on both customer and service profit analysis, pricing relating to RFPs and internal and external customer reporting requests. A minimum of 3-5 years experience in an analytic role, business or financial, is preferred. Qualified candidates will have a college degree from a four-year accredited college/university. A degree in business administration or similar is preferred. This position is Hybrid, 2 days a week in the office.

Requirements

Ability to work independently as well as in a team environment.
Strong analytical and problem solving skills
Ability to prioritize, manage and resolve unique and challenging projects.
Strong communication and presentation skills.
Ability to exercise independent judgment and make sound business decisions effectively.
Intermediate to Advanced skills in working with Microsoft Excel
Qualified candidates will have a college degree from a four-year accredited college/university.

Nice To Haves

Intermediate experience with VBA/Macros a plus
Intermediate ability of generating and manipulating SQL queries a plus
A degree in business administration or similar is preferred.
A minimum of 3-5 years experience in an analytic role, business or financial, is preferred.

Responsibilities

Conduct comprehensive financial analysis to assess performance, identify trends, and provide insights to support key business decisions
Perform variance analysis and recommend corrective actions to ensure financial goals are met. Including ERP and FP&A.
Lead the development and consolidation of budgets and forecasts for the organization.
Collaborate with various departments to gather inputs, analyze data, and provide accurate financial projections
Create and maintain intricate financial models that simulate different scenarios to aid strategic planning, risk assessment, and investment decisions.
Translate complex data into actionable recommendations.
Collaborate with cross-functional teams to understand their financial needs, provide financial guidance, and assist in developing strategies that align with overall corporate objectives.
Prepare and present regular and ad hoc financial reports to senior management, highlighting key performance indicators, financial trends, and actionable insights
Ensure accuracy and consistency of financial data by conducting rigorous data validation and reconciliation processes. Identify and resolve discrepancies in a timely manner.
Continuously evaluate and enhance financial processes, reporting methodologies, and tools to streamline operations and improve the quality and timeliness of financial information.
Assess financial risks and opportunities, providing recommendations to mitigate risks and capitalize on opportunities.
Assist in developing strategies to optimize capital allocation.
Stay updated on financial regulations, accounting standards, and reporting requirements.
Ensure all financial activities are conducted in accordance with relevant laws and regulations.
Plan and execute audits of various financial, operational, and compliance processes in accordance with established guidelines and standards
Gather and analyze data, documents, and records to assess the accuracy and completeness of transactions and operations
Provide guidance and mentorship to junior finance analysts, fostering their professional growth and development within the organization.
Collaborate with sales operations and HR teams to collect and validate data related to sales transactions, contracts, and performance metrics
Calculate commission earnings based on established compensation plans and guidelines.
Assist in the calculation and distribution of performance-based bonuses for various teams.
Ensure accuracy and compliance with company policies and targets
Support special projects and ad hoc financial analysis as required by the finance leadership team.
Provide insights and recommendations to address specific business challenges.