Financial Analyst

KellyMitchell Group; Oakland (CA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Employee Stock Ownership Plan

401K offered

Job summary

KellyMitchell Group seeks a Financial Analyst to join our client in Oakland, CA. The role focuses on FP&A, budget development, forecasting, and performance reporting to support strategic decisions and cost optimization.

Responsibilities include monthly close processes, financial dashboards, and collaboration with IT and Finance teams to ensure data integrity across SAP systems. Onsite in Oakland with competitive compensation and benefits.

Qualifications

• Strong FP&A experience with budgeting, forecasting, and variance reporting.
• Advanced Excel skills and financial modeling abilities.
• Excellent written and verbal communication; able to present to leadership.

Responsibilities

• Develop and maintain annual budgets, forecasts, accruals, and long-range financial plans.
• Perform monthly financial reporting, variance analysis, and forecasting activities.
• Identify and explain budget-to-actual differences and driving cost optimization.

Skills

FP&A

Budgeting

Forecasting

Excel modeling

Data analysis

Communication

Leadership & presentation

Tools

SAP

TEM platforms

Job description

Job Summary

Our client a leading Gas and Electric provider is seeking a Financial Analyst to join their team! This position is located in Oakland, California.

Core Responsibilities

• Develop and maintain annual budgets, forecasts, accruals, and long-range financial plans for Wireline and Wireless telecom portfolios
• Perform monthly financial reporting, variance analysis, and forecasting activities
• Identify and explain budget-to-actual differences
• Monitor telecom expenditures, commitments, and financial trends to support budget management and strategic decision-making
• Partner with Finance, IT leadership, vendors, and business stakeholders to ensure accurate financial planning and reporting
• Prepare monthly, quarterly, and ad hoc financial reports, dashboards, and executive summaries
• Conduct financial analysis to identify cost savings opportunities, spending trends, and optimization recommendations
• Support annual planning cycles, monthly forecasting updates, and budget submissions
• Review, validate, and reconcile telecom invoices, accruals, and financial transactions
• Ensure financial data integrity across SAP and related financial systems
• Support audits, financial controls, compliance requirements, and reporting governance

Required Skills/Experience (Must-Haves)

• Strong financial planning and analysis (FP&A) experience
• Expertise in budgeting, forecasting, accrual management, and variance reporting
• Advanced Microsoft Excel and financial modeling skills
• Strong analytical and problem-solving abilities
• Experience interpreting large datasets and transforming data into actionable business insights
• Excellent verbal and written communication skills
• Proven ability to present complex financial information to leadership and business stakeholders
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Ability to work independently and collaboratively in a fast-paced environment

Preferred Skills/Experience (Nice-to-Haves)

• Experience managing telecom expense management (TEM) programs, including wireless and wireline services
• Knowledge of telecom billing, inventory management, carrier invoicing, and expense reconciliation processes
• Experience supporting telecom Moves, Adds, Changes, and Disconnects (MACD) activities
• Ability to create and manage telecom service orders and coordinate with telecommunications vendors
• Experience auditing telecom invoices, identifying billing discrepancies, and managing dispute resolution activities
• Familiarity with telecom inventory reconciliation and recurring cost management
• Experience working with TEM platforms such as Tangoe, Rivermine, Calero, or similar systems
• Understanding of telecommunications contracts, carrier pricing, service ordering, and vendor management
• Experience working with Accounts Payable processes, SAP financial systems, and invoice payment workflows
• Ability to support telecom reporting, forecasting, budgeting, and operational analytics

Key Competencies & Behaviors

• Strong financial planning and analysis (FP&A) experience
• Expertise in budgeting, forecasting, accrual management, and variance reporting
• Advanced Excel and financial modeling skills
• Strong analytical and problem-solving abilities
• Experience interpreting large datasets and transforming data into actionable business insights
• Excellent verbal and written communication skills
• Proven ability to present complex financial information to leadership and business stakeholders
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Ability to work independently and collaboratively in a fast-paced environment
• Experience developing dashboards, metrics, and executive-level reporting

Work Environment

• Location: Oakland, CA
• Onsite

Compensation & Benefits

• Pay Range: The approximate pay range for this position is between $80,000 and $100,000. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
• Medical, Dental, & Vision Insurance Plans
• Employee Stock Ownership Plan
• 401K offered

About KellyMitchell

At KellyMitchell, our culture is world class. We’re movers and shakers! We don’t mind a bit of friendly competition, and we reward hard work with unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing & project solutions challenges. As an employee-owned, women-led organization serving Fortune 500 companies nationwide, we deliver expert service at a moment's notice.