Financial Analyst

EPIC Brokers•San Ramon, CA

9h•$70,000 - $80,000•Hybrid

About The Position

We are seeking a motivated and analytical Financial Analyst to join our FP&A team. This role is ideal for someone who thrives in a fast‐paced environment, enjoys solving problems with data, and is eager to take on new challenges. You will support financial reporting and revenue operations that directly influence business decisions.

Requirements

Self-driven, organized, detail-oriented, and able to multi-task in a fast-paced environment
Excellent written and verbal communication skills
Strong analytical and problem-solving skills
Ability to translate data into insights for non-finance stakeholders
Comfort working with large datasets
Advanced Excel skills required
BA/BS in Business, Finance, Accounting or Economics or related field.
1 - 2 years of experience in finance and accounting preferred
Understanding of GAAP Principles

Nice To Haves

Experience with SQL, PowerBI, or Oracle preferred
Experience with ERP or billings systems preferred

Responsibilities

Create financial reports with meaningful, actionable insights for leadership.
Perform variance analysis on revenue and expenses; identify trends and drivers.
Evaluate key financial and operational metrics to support decision making.
Prepare and issue accurate customer invoices based on contracts and purchase orders.
Verify and post cash receipts to the general ledger with proper documentation.
Support internal and external audits related to billing and cash applications.
Partner with Finance, Accounting, and Business units to improve processes and data accuracy.
Build strong working relationships across teams to support financial initiatives

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation