Financial Analyst II

AAA•Costa Mesa, CA

About The Position

The Financial Analyst II supports the Finance Compensation Analysis Team by analyzing compensation and performance data, evaluating compensation plans, and assessing the financial impact of compensation changes. The role monitors newly implemented plans to determine whether actual results align with expectations and contributes to ongoing compensation modeling and reporting. The analyst prepares recurring compensation reports and ad hoc analyses, identifies trends and variances, and communicates findings to support business decisions. The position collaborates with Finance, Sales Compensation, Operations, Accounting, and other business partners, while helping improve compensation reporting and analytical processes. It requires working independently, managing multiple priorities, and meeting deadlines. The starting pay range is $74,500–$99,500. Full-time employees are eligible to participate in an incentive program based on organizational, team, and personal performance. The organization offers medical, dental, and vision coverage; a 401(k) savings plan with company match and a pension; tuition assistance; floating holidays and PTO for community volunteer programs; paid parental leave; wellness programs; and employee discounts.

Requirements

Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
2–3 years of experience in financial analysis, corporate budgeting and forecasting, compensation analysis, product management, and/or accounting.
Strong analytical and problem-solving skills with attention to detail.
Advanced Excel skills.
Strong verbal, written, and presentation skills, with the ability to communicate analytical findings clearly.
Ability to work independently, manage multiple priorities, and meet deadlines.

Nice To Haves

Experience with a large ERP or financial system; Oracle experience is a plus.
Experience with SQL, Tableau, Access, AWS, Snowflake, or other analytical tools.
Experience with sales compensation management platforms such as CaptivateIQ.
Experience working with CaptivateIQ or similar incentive compensation management platforms to support compensation analysis, reporting, and plan administration.

Responsibilities

Analyze compensation, production, and performance data to support compensation plan evaluation and reporting.
Monitor newly implemented compensation plans and compare actual results to expected outcomes.
Assist with compensation modeling and evaluate the financial impact of proposed plan changes.
Prepare and maintain recurring monthly, quarterly, and annual compensation reports.
Use Excel, Tableau, and PowerPoint to prepare analyses and communicate findings.
Identify trends, variances, and outliers, and provide insights to support business decisions.
Collaborate with Finance, Sales Compensation, Operations, Accounting, and other business partners.
Develop ad hoc analyses and support compensation-related projects.
Identify opportunities to improve and streamline compensation reporting and analytical processes.
Work independently, manage multiple priorities, and meet deadlines.