What are the responsibilities and job description for the Financial Planning & Analysis (FP&A) Analyst position at U.S. CAD Holdings, LLC?
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
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