Financial Planning & Analysis (FP&A) Analyst

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

Salary : $100,000 - $160,000