Sr Financial Analyst

Sr. Financial Analyst

WHAT YOU’LL DO:

This role is responsible for leading the budgeting and forecasting cycles and creating / reengineering current workflows to make the process more effective and efficient. This role will collaborate with members from all departments and be able to work independently with minimal supervision.

WHO WE ARE:

At AAA Washington, we equip our members with trusted service and expertise to confidently travel through life. We provide our members with best-in-class roadside assistance, discounts and rewards, travel services and insurance. For nearly 120 years, we’ve served our members, not shareholders, so our growth supports innovation for the Club today and for the future. Seeking to reflect the communities we serve and create an inclusive culture, we encourage employees to bring their full self to work and support applicants from all backgrounds, abilities and walks of life to apply.

WHY YOU’LL LOVE WORKING AT AAA WASHINGTON:

You’ll play an important role in bringing AAA Washington’s spirit of service and peace of mind to our membership. Consistently ranked as one of the Best Places to Work by Puget Sound Business Journal, we aim for work-life balance across the organization. We support hybrid and remote work options for many positions based in our corporate office (Bellevue, Washington) along with some of the best benefits in the region!

ESSENTIAL DUTIES/RESPONSIBILITIES:

• Collaborate with cross-functional teams to prepare and update the annual budget and forecasts, with a focus on capex, payroll, and other significant expenses.
• Build and maintain complex financial models, including a 3-year strategic plan, to support decision-making and perform ad-hoc analysis for various projects.
• Analyze financial results against budget and forecast, identify key drivers of variances and recommend corrective actions to improve outcomes.
• Standardize and streamline budgeting and forecasting processes for all departments to improve data accuracy and efficiency.
• Identify areas of financial risk, create strategies to mitigate risk and share findings.
• Work closely with stakeholders to understand needs and build/maintain financial tools and analysis to support budgeting and forecasting, financial reporting, and variance analysis.
• Track and monitor key financial metrics, identify trends, and share finding with relevant team.
• Prepare presentation materials and schedules for department heads.
• Foster a positive team culture by promoting respectful interactions, collaboration, and contributions toward achieving department and organizational goals.
• Incorporate AAA’s vision, mission and values in day-to-day activities and behaviors; guide and motivate others to remain committed to AAA’s vision mission and values.
  
  
  

MINIMUM QUALIFICATIONS:

• Bachelor’s degree (BA) in Business, Accounting, or Finance or equivalent experience
• 5 years’ experience in financial analysis, with a strong understanding of financial modeling, forecasting, and budgeting
• Experience in travel, insurance, subscription membership, and/or service organizations
  
  
  

PREFERRED QUALIFICATIONS:

• Proficiency with budgeting software
  
  
  

CERTIFICATES, LICENSES, REGISTRATIONS:

• CPA, CMA, or CFA preferred.
  
  
  

KNOWLEDGE, SKILLS, ABILITIES:

• Solid understanding of accounting principles and procedures.
• Proficient in designing and maintaining intermediate Excel spreadsheets and basic databases.
• Ability to be agile, able to adapt to situations that involve rapidly changing tasks, shifting priorities, competing demands, or transitions into new assignments.
• Ability to challenge assumptions while maintaining an open and learning mindset.
• Ability to work both independently as well as collaboratively with team members and with partners across all departments.
• Ability to handle confidential documents and information.
• Excellent written and verbal communication skills.
• Strong problem-solving skills.
• Experience successfully collaborating professionally and diplomatically with diverse stakeholders.
• Ability to establish, nurture, and optimize key internal and external partnerships and influence organizational change.
  
  
  

SALARY: The salary range for this role is $88,026 - $101,286 and is based on experience.

BENEFITS WE OFFER:

• Health insurance (medical, vision, dental and prescription drug)
• Up to 22 days of Paid Time Off (PTO) in the first year
• Eleven paid holidays in addition to PTO
• 401(k) with Employer Match
• Life, Short-Term Disability and Long-Term Disability insurance
• Flexible Spending Accounts
• 4 Hours of Volunteer Time Off per year
• On-Demand Pay / Earned Wage Access
• Free Premier RV AAA Washington Membership
• Travel, Insurance, and Membership Discounts and Perks
• Paid, on-going training throughout your career
• THRIVE wellness program
• Tax-advantaged commuter benefit
• Free parking
• Financial Literacy Education
  
  
  

WORK ENVIRONMENT & PHYSICAL DEMANDS:

• Hybrid work from home and office location
• The physical environment is typical of a standard office space. It requires the employee to work inside for the duration of work. Must be able to remain in a stationary position, sitting for more than 50% of the time. This position will require occasionally moving about inside the office to access equipment, cabinets, etc. May work around office equipment which could be noisy, such as copiers and fax machines.
  
  
  

OTHER:

• Equipment used: Computer, phone, carious virtual technologies and programs, other office equipment.Computer, phone, various virtual technologies and programs, other office equipment
• Travel: Rarely Travel Rarely Travel
  
  
  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required.

DISCLAIMER:

Position/Job characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.