Financial Analyst (Hybrid)

First American • Santa Ana, CA

3d • Hybrid

About The Position

Responsible for analyzing and interpreting P&L statements, variances, and financial trends to provide actionable insights. Converts complex financial data into clear explanations for non-financial stakeholders, identifies key drivers impacting revenue and expenses, and supports goal-setting based on historical and forecast analysis. Monitors performance against budgets and KPIs and delivers confident presentations to guide strategic decisions.

Requirements

• Bachelor's degree or equivalent combination of education and experience
• 2- 4 years of experience in the field or related area
• Relies on experience and judgment to perform the functions of the job
• A certain degree of creativity and latitude is required
• Experience in finance, economic and accounting principles and practices, the financial markets, financial statements, valuation, and the analysis and reporting of financial data.
• Mathematics & Analytics -- Ability to understand, manipulate and solve problems using mathematics on large data sets
• Computer Skills – Advanced on Microsoft Office Products, particularly Excel and PowerPoint
• Problem Solving -- Identifying problems and reviewing related information to develop and evaluate options and implement solutions.
• Organizing, Planning, and Prioritizing Work -- Developing specific goals and plans to prioritize, organize, and accomplish your work.
• Good communication skills, both written and verbal
• Critical Thinking -- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Judgment and Decision Making -- Considering the relative costs and benefits of potential actions to choose the most appropriate one.
• Familiar with standard concepts, practices, and procedures of the business

Responsibilities

• Develops, maintains, and delivers monthly and quarterly analyses, reports, and presentations ensuring the accuracy of the information and identifying key points
• Performs general ad hoc analysis of financial and operational data for trends and variances and presents findings to finance management
• Uses historical trend information along with changes in market and business environments to create projections used for the budgeting or forecasting processes
• Identifies trends and developments in competitive environments and presents findings to finance management.
• Manage large data sets from disparate sources for data mining, analysis, and research project
• Develop financial models for what-if analysis, scenario planning, and M&A activities
• Works collaboratively with regional executives, team members, and other departments with following focus:
• The individual proactively builds strong, trust-based partnerships with regional executives to ensure alignment between corporate strategy and regional needs
• They serve as a connector, communicator, and facilitator who helps leaders make informed decisions, drive operational excellence, and achieve shared business objectives across regions.
• Collaborates with regional leaders to ensure local objectives support broader organizational goals
• Helps executives understand how strategic decisions impact their region and supports implementation planning
• Serves as a reliable advisor by providing insight, support, and solutions tailored to each region’s operational landscape
• Interprets and explains P&L reports, variances, and trends for assigned regions
• Reviews monthly, quarterly, and annual P&L statements
• Identifies key drivers impacting revenue, expenses, margins, profitability, and cash flow
• Converts complex financial data into clear insights for non-financial leaders
• Highlights trends, variances, and root causes requiring attention
• Supports regions in setting realistic financial goals based on historical and forecast data
• Tracks performance against budgets, forecasts, and KPIs
• Handles moderate to complex financial analysis projects

Benefits

• Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees