Financial Analyst III

AAA • Costa Mesa, CA

1d • Onsite

About The Position

The Financial Analyst III supports Auto Club Enterprises’ Corporate Finance unit as part of the Financial Analysis and Reporting team. This onsite role is based at the Costa Mesa, California headquarters. The analyst develops financial analysis models, evaluates profitability, manages analysis projects, queries large data sets, analyzes Profit and Loss (P&L) statements for management, and reports accurate data and findings to executives.

The position prepares, analyzes, and coordinates executive reporting and financial analysis. It works with other departments to build profitability models and identify ideas to increase revenue or reduce expenses. The analyst also performs ad hoc analysis and data queries, explains the results effectively, creates PowerPoint slides, and presents analysis to executives and management. Occasional extra hours may be needed to meet deadlines. Relocation assistance is not provided.

Requirements

• Bachelor’s degree in finance, business/economics, or accounting.
• Minimum of 3–5 years of experience in financial analysis, corporate budgeting and forecasting, or accounting.
• Strong understanding of accounting concepts, processes, and profitability.
• Strong verbal and written communication and presentation skills.
• Motivated self-starter with attention to detail.
• Advanced Excel skills.
• Excel modeling experience.
• Teamwork, leadership, interpersonal, multitask management, and presentation skills.
• Ability to confidently present data, analysis, and slides.

Nice To Haves

• Data analysis, SQL, Snowflake, AWS, Tableau/Power BI, or Power Query skills are preferred.
• Experience with Oracle EPM Cloud, Hyperion, or Essbase is a plus.

Responsibilities

• Prepare, analyze, and coordinate executive reporting and financial analysis.
• Review profitability and work with other departments to build profitability models.
• Identify and present ideas to increase revenue or reduce expenses.
• Perform ad hoc analysis and query data as needed, and explain the data effectively.
• Create PowerPoint slides and present analysis results to executives and management.
• Report accurate data and present findings to executives.
• Work occasional extra hours to meet deadlines.

Benefits

• Medical, dental, and vision health coverage.
• 401(k) savings plan with company match and pension.
• Tuition assistance.
• Floating holidays and PTO for community volunteer programs.
• Paid parental leave.
• Wellness programs.
• Employee discounts on membership, insurance, travel, entertainment, services, and more.
• Incentive program eligibility for full-time positions based on organization, team, and personal performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level