Financial Analyst III

AAA • Costa Mesa, CA

4d • $92,600 - $123,600 • Onsite

About The Position

The Financial Analyst III supports the organization’s Corporate Finance unit as part of the Financial Analysis and Reporting team. This is an onsite role based at the Costa Mesa, California headquarters; relocation assistance is not provided.

The position develops financial analysis models, analyzes profitability, manages analysis projects, queries large data sets, and analyzes Profit and Loss (P&L) statements for management. The analyst prepares executive reporting and financial analyses, works with other departments to build profitability models, and presents findings and recommendations to executives and management. Analysis may identify opportunities to increase revenue or reduce expenses. The role also performs ad hoc analysis and data queries as needed and creates PowerPoint presentations to communicate results.

Requirements

• Bachelor’s degree in finance, business/economics, or accounting.
• A 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, presentation, teamwork, leadership, interpersonal, and multitask management skills.
• Motivated self-starter with attention to detail.
• Advanced Excel skills and Excel modeling experience.
• Willingness to work occasional extra hours to meet deadlines.

Nice To Haves

• Data analysis, SQL, Snowflake, AWS, Tableau/Power BI, and Power Query skills.
• Experience with Oracle EPM Cloud, Hyperion, or Essbase.

Responsibilities

• Prepare, analyze, and coordinate executive reporting and financial analysis.
• Review profitability and collaborate with other departments to build profitability models.
• Present ideas and recommendations to increase revenue or reduce expenses.
• Perform ad hoc analysis and query data as needed, explaining the data effectively.
• Create PowerPoint slides and clearly present analysis results to executives and management.
• Analyze financial data, including P&L statements, for management.

Benefits

• Medical, dental, and vision 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 organizational, team, and personal performance.

What This Job Offers

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