Financial Analyst

Renowned Recruitment Group; California; On-site; USD 65,000 - 90,000; Full time

Job summary

Renowned Recruitment Group is seeking a Financial Analyst in California to join the finance and accounting team. The role offers exposure to budgeting, FP&A, and operational analytics in a high-visibility environment.

The successful candidate will work closely with the Controller, executives and operational teams to transform data into insights, support forecasting and develop dashboards for leadership decision-making.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business administration or a related field.
• At least two years of experience in financial analysis, accounting, FP&A, tax, project controls or a related area.
• Strong understanding of financial statements and fundamental accounting concepts.
• Advanced Microsoft Excel skills.
• Experience working with large and complex data sets.
• Strong analytical, research and problem-solving abilities.
• Ability to investigate discrepancies and explain what the numbers mean.
• Strong attention to detail and commitment to accuracy.
• Ability to manage recurring deadlines and multiple priorities.
• Strong written and verbal communication skills.
• Willingness to research and learn unfamiliar state and local tax requirements.

Responsibilities

• Support annual budgeting and ongoing forecasting activities.
• Prepare financial models, cash-flow analyses and scenario planning.
• Develop executive dashboards, operational KPIs and management reports.
• Analyze financial and operational data to identify trends, risks and opportunities.
• Prepare ad hoc financial analyses for executive leadership.
• Translate complex data into clear, actionable business insights.
• Improve recurring reports and analytical tools.
• Work with large data sets from financial and operational systems.
• Analyze revenue, costs, margins, profitability, backlog and operational performance.
• Review forecast data and help operational leaders understand performance drivers.
• Provide analytical support rather than owning the operational forecasts.
• Identify discrepancies and investigate unusual results.
• Combine system-generated reports and spreadsheets to improve visibility.
• Develop tools that help managers evaluate actual results against forecasts.
• Partner with operational teams to improve financial understanding and accountability.
• Identify opportunities to automate recurring reporting and manual processes.
• Support the development of a centralized financial and operational data repository.
• Assist with financial-system, reporting and data-analytics initiatives.
• Evaluate opportunities to use AI and automation within finance, accounting, reporting and compliance.
• Improve the integration of data across financial and operational systems.
• Work with ERP-generated reports and spreadsheet-based analytical tools.
• Assist with monthly, quarterly and annual multi-state tax compliance.
• Research sales and use tax, gross-receipts tax and other state and local requirements.
• Research tax obligations when operations expand into new jurisdictions.
• Support state and local registrations, filings and account setup.
• Respond to tax notices and assist with audits and discrepancy resolution.
• Coordinate with outside tax advisors and taxing authorities when needed.
• Serve as a finance and accounting contact for payroll-tax administration.
• Reconcile federal, state and local payroll-tax filings and payments.
• Support the annual W-2 reconciliation and correction process.
• Ensure employee work locations and applicable tax jurisdictions are properly established.

Skills

Financial analysis

Excel

Data analysis

Communication

Problem solving

Stakeholder collaboration

Education

Bachelor’s degree in finance or accounting

Tools

Power BI

SQL

Job description

Industry: Manufacturing and Industrial Operations

A growing, well-established manufacturing organization is seeking a Financial Analyst to join its finance and accounting team. This is a high-visibility opportunity for an early-career analyst who wants exposure to financial planning and analysis, operational reporting, project analytics, tax compliance, technology and process improvement.

The Financial Analyst will work closely with the Controller, executive leadership and operational teams to transform financial and operating data into useful business insights. This person will help leadership understand performance, identify trends and make informed decisions.

The position offers significant room for professional growth and is ideal for someone with at least two years of relevant experience who is analytical, technically capable, naturally curious and interested in expanding beyond traditional financial reporting.

RESPONSIBILITIES

Financial Analysis and Reporting

• Support annual budgeting and ongoing forecasting activities
• Prepare financial models, cash-flow analyses and scenario planning
• Develop executive dashboards, operational KPIs and management reports
• Analyze financial and operational data to identify trends, risks and opportunities
• Prepare ad hoc financial analyses for executive leadership
• Translate complex data into clear, actionable business insights
• Improve recurring reports and analytical tools
• Work with large data sets from financial and operational systems

Operational and Project Analytics

• Analyze revenue, costs, margins, profitability, backlog and operational performance
• Review forecast data and help operational leaders understand performance drivers
• Provide analytical support rather than owning the operational forecasts
• Identify discrepancies and investigate unusual results
• Combine system-generated reports and spreadsheets to improve visibility
• Develop tools that help managers evaluate actual results against forecasts
• Partner with operational teams to improve financial understanding and accountability

Technology and Process Improvement

• Identify opportunities to automate recurring reporting and manual processes
• Support the development of a centralized financial and operational data repository
• Assist with financial-system, reporting and data-analytics initiatives
• Evaluate opportunities to use AI and automation within finance, accounting, reporting and compliance
• Improve the integration of data across financial and operational systems
• Work with ERP-generated reports and spreadsheet-based analytical tools

Tax and Payroll Compliance

• Assist with monthly, quarterly and annual multi-state tax compliance
• Research sales and use tax, gross-receipts tax and other state and local requirements
• Research tax obligations when operations expand into new jurisdictions
• Support state and local registrations, filings and account setup
• Respond to tax notices and assist with audits and discrepancy resolution
• Coordinate with outside tax advisors and taxing authorities when needed
• Serve as a finance and accounting contact for payroll-tax administration
• Reconcile federal, state and local payroll-tax filings and payments
• Support the annual W-2 reconciliation and correction process
• Ensure employee work locations and applicable tax jurisdictions are properly established

QUALIFICATIONS

• Bachelor’s degree in finance, accounting, economics, business administration or a related field
• At least two years of experience in financial analysis, accounting, FP&A, tax, project controls or a related area
• Strong understanding of financial statements and fundamental accounting concepts
• Advanced Microsoft Excel skills
• Experience working with large and complex data sets
• Strong analytical, research and problem-solving abilities
• Ability to investigate discrepancies and explain what the numbers mean
• Strong attention to detail and commitment to accuracy
• Ability to manage recurring deadlines and multiple priorities
• Strong written and verbal communication skills
• Willingness to research and learn unfamiliar state and local tax requirements

PREFERRED EXPERIENCE

• Power BI, SQL or another business-intelligence or data-visualization tool
• Budgeting, forecasting and financial modeling
• Executive dashboards, KPIs or management reporting
• Multi-state sales and use tax compliance
• Payroll-tax administration
• ADP or another payroll-tax service provider
• State and local tax registrations and filings
• Job-cost, operational or project-based accounting
• Vista by Viewpoint or another ERP/accounting system
• AI, automation or financial process-improvement initiatives
• Experience in manufacturing, industrial services or another project-driven operating environment

WHY CONSIDER THIS OPPORTUNITY

• Work directly with the Controller, executive leadership and operational teams
• Gain broad exposure across FP&A, reporting, analytics, tax and technology
• Help develop new reporting, automation and data-analysis capabilities
• Join an organization investing in AI and finance-process improvement
• Receive training and knowledge transfer in specialized tax-compliance areas
• Build toward increasingly senior financial-analysis and FP&A responsibilities
• Make a visible impact while continuing to develop professionally