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Financial Planning & Analysis (FP&A) Analyst

U.S. CAD Holdings, LLC
Irvine, CA Full Time
POSTED ON 3/10/2025
AVAILABLE BEFORE 6/6/2025

Job Description

Job Description

Description : Position Overview

The FP&A Analyst will play a crucial role in supporting the company's financial planning, budgeting, forecasting, and analytical processes. This mission-critical position entails working in a high energy environment collaborating with cross-functional teams to drive business performance and strategic decision-making. It is essential to have a full understanding of both accounting and business operations with the ability provide insights on current and future financial conditions geared toward managing and shaping the organizations financial strategy.

Looking for a qualified candidate that will be reporting to the Irvine office with a hybrid work schedule

Qualifications

  • Bachelor’s degree in finance, accounting, economics, or related field. Advanced degree or professional certification (e.g., CFA, CPA, MBA) is a plus.
  • Eight (8) years of experience in financial planning and analysis, corporate finance, or related roles ideally experience in SAAS / Software / B2B industry.
  • Understanding of financial statements, (each P&L, Balance Sheet, Cash Flow).
  • Excellent communication and presentation skills, with the ability to distill complex financial information into clear and actionable insights.
  • Strong analytical mind, ability to synthesize complex matters and present issues and recommendations in a clear manner.
  • Strong communication and interpersonal skills, comfortable in building relationships with colleagues from different backgrounds.
  • Ability to work independently and collaboratively in a fast-paced, high impact environment, managing multiple priorities and deadlines effectively.
  • Experience in NetSuite, SAPBFC, PowerBI and other accounting software highly desired.

Essential Functions

Financial Modeling

  • Work cross-functionally with Accounting, Sales Ops, Professional Services and Management to establish and monitor performance targets, trends and outcomes.
  • Develop financial projections and build financial models to support the Sales organization to ensure maximization of profitability and margin recognition within Business Lines
  • Produce analysis on request
  • Financial reporting

  • Analyze and interpret financial results, highlighting key variances against budgets, forecasts and prior periods. Identify trends, patterns and areas of concern or opportunity. Provide recommendations for improvement.
  • Monitor production of operational and financial KPI for required Management reporting as per specific calendars.
  • Produce monthly business review for Management and Arkance Leadership Team
  • Prepare accurate and insightful financial reports, presentations, and dashboards for Management.
  • Prepare financial modeling of sales results, expectations and projections
  • Maintain confidentiality of financial information and relevant data
  • Budget & Forecasts

  • Build financial budgets & forecasts to support Management in meeting expectations, targets and required results
  • Provide guidance and support to Business Unit Leaders in developing their budgets and forecasts
  • Support budgeting and forecasting presentations to internal management & external stakeholders
  • Design relevant models & templates
  • All other duties as assigned
  • Duties and assignments are subject to change
  • Physical Requirements :

  • Requires prolonged period of sitting, with occasional standing
  • Continuous use of computers and other office equipment
  • Company Culture & Core Values

    Culture

  • Open and consistent communication at all levels
  • Fun atmosphere : Happy employees are productive employees
  • Lead by example
  • Respect for people and process
  • One team : Whether we succeed, or we fail, we do so together
  • Creativity and “outside the box” thinking is highly encouraged
  • Core Values

  • Honesty & Integrity : Words and actions in complete alignment
  • Commitment to Excellent Service : Providing quality work and follow-through
  • Accountability : Responsible to our coworkers, our customers and ourselves
  • Trust and Mutual Respect : The foundation for win-win relationships
  • Pay range for this position :

    100,000 - $160,000

    Requirements :

    Salary : $100,000 - $160,000

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