Senior Financial Analyst - FP&A

California Dental Association • Sacramento, CA

8d • Remote

About The Position

The Senior Financial Analyst – FP&A is a strategic finance partner to a complex, multi-faceted family of companies and collaborates directly with all levels of management to perform operational and benchmark analyses, build and interpret key financial metrics, forecast operating results, and support critical strategic and operating decisions. The ideal candidate is a problem solver who possesses a strong understanding of financial modeling, is inquisitive, tenacious and collaborative, and has a passion for translating complex data into actionable business strategies.

Requirements

• Bachelor’s degree (B.A.), preferably in Finance or Accounting
• Minimum of four years Finance or Accounting experience.
• Strong proficiency in financial modeling and data analysis, with advanced skills in Microsoft Excel.
• Effectively obtain and manipulate data and administer reporting from enterprise systems, such as general ledger, budgeting/planning, business intelligence, or operational platforms.
• Demonstrated ability to analyze data and make informed recommendations.
• Demonstrated ability to communicate complex information effectively to both technical and non-technical audiences across the organization.

Nice To Haves

• Excels at forward-facing interactions and developing key relationships across all levels within the organization.
• Experienced use of data visualization tools, such as Tableau or Microsoft Power BI.
• Ability to design and deploy end-to-end automated workflows.
• Technically-independent leveraging SQL, financial modeling tools, and ERP systems.
• MBA or CPA a plus.
• Strong organizational, problem-solving and analytical skills.
• Excellent written and oral communication skills.
• Attentive to detail and accuracy.
• Commitment to excellence and high standards.
• Ability to manage priorities and workflow with minimal supervision.
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
• Ability to work with and present results to all levels of management.
• Ability to work independently and as a member of various teams and committees.

Responsibilities

• Develops deep understanding of the business issue and utilize technical skill with data analysis, modeling, analytics, and general reporting to deliver insight to management that enables data-backed decision support.
• Collaborates with cross-functional teams to gather insights, support decision-making, and drive financial best practices across the organization.
• Builds financial models using MS Excel and/or augmented by business planning software for forecasting, scenario and sensitivity analysis, and other purposes to support strategic decision-making across the organization.
• Prepares and presents clear and concise financial reports to senior management through the development of dashboards, balanced scorecards and key performance indicator reports, offering insights into financial trends and opportunities for improvement.
• Actively works to take advantage of available software and technology features.
• Pursues and advises regarding potential functionality enhancements to the business intelligence and budget software modules.
• Leads the enhancement processes and procedures by driving innovation to optimize process workflow throughout the department.
• Works independently and as a team member.

Benefits

• Remote and hybrid flexibility and technology to support remote work
• Generous time off program starting at 22 days of PTO and13 paid holidays (includes a floating holiday and winter closure)
• Highly competitive medical, dental and vision plans, including FSA and HSA account options
• 401(k) plans, with a generous match and safe harbor contributions upon eligibility
• Paid parental leave
• Wellness programs, including incentives and an In-Shape Family Fitness discount
• Opportunities for professional development, training and leadership skill-building
• Critical illness, accident, life, pet, short term and long-term disability insurance options
• Employee Assistance Program (EAP) for support navigating day-to-day challenges

What This Job Offers

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