Financial Analyst
About The Position
We are Hiring! Location: La Jolla, CA The Details: What will you do: Assist FP&A team in preparation and oversight of multiple aspects of the annual budget and quarterly reforecast Collaborate with various departments to obtain their input and drivers Ensure these inputs/drivers are accurately and completely reflected in budget model Create clear and concise summaries to explain and support the budget Maintain and update the company’s ongoing forecast model based on current trends and actual results Provide timely analysis and communication of variances to budget/forecast and other relevant information in a clear and concise manner Investigate significant variances, provide actionable insights, and align on next steps with various business partners Assist in keeping CFO/CEO apprised of current forecast and upside/downside scenarios Maintain comparison of Company’s current forecast to sell-side analysts’ forecast models and wall street consensus Create process/reporting efficiencies using Aleph FP&A software and AI tools Develop methods of forecasting and incorporating new lines of business into the forecast model Support special projects and perform ad-hoc analyzes as needed
Requirements
- Bachelor’s degree in accounting or finance
- 1+ years of relevant work experience
- Must be willing to learn our business in detail and constantly refine understanding as the business evolves
- Ability to prepare and present findings in a succinct and organized fashion
- Willing to dig into details while maintaining a big-picture focus
- Ability to build rapport and cross-functional relationships within the company
- Ability to think critically about why results might differ from expectations
- Comfort with change and ambiguity
- Ability to provide quality work in a timely manner and balance speed with thoroughness
- Willingness to propose solutions for new areas and improve processes
- Desire to work in a high-growth, fast-paced organization
- Desire to be a strong teammate and support team members at all levels
Nice To Haves
- An insurance background is a plus but is not required
- Experience in a high-growth, faster paced environment is ideal
Responsibilities
- Assist FP&A team in preparation and oversight of multiple aspects of the annual budget and quarterly reforecast
- Collaborate with various departments to obtain their input and drivers
- Ensure these inputs/drivers are accurately and completely reflected in budget model
- Create clear and concise summaries to explain and support the budget
- Maintain and update the company’s ongoing forecast model based on current trends and actual results
- Provide timely analysis and communication of variances to budget/forecast and other relevant information in a clear and concise manner
- Investigate significant variances, provide actionable insights, and align on next steps with various business partners
- Assist in keeping CFO/CEO apprised of current forecast and upside/downside scenarios
- Maintain comparison of Company’s current forecast to sell-side analysts’ forecast models and wall street consensus
- Create process/reporting efficiencies using Aleph FP&A software and AI tools
- Develop methods of forecasting and incorporating new lines of business into the forecast model
- Support special projects and perform ad-hoc analyzes as needed
Benefits
- Full Suite of Medical Benefits
- Long Term Financial Incentives – STOCK!
- 401k with 3.5% Automatic Fully Vested Employer Contributions
- Competitive PTO + Holiday Program
- Lifestyle Spending Allowance
- Professional Development Assistance
- Career Exploration Opportunities
- Regular company-wide social events (even virtually!)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
