Financial Analyst

Amtec Direct Hire; San Dimas (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Amtec Direct Hire in California is seeking a Financial Analyst to conduct general analysis of financial reports to support budgets and quarterly forecasts. Under the direction of the Finance Planning & Analysis Manager, the analyst performs monthly flux analysis between actual and budget, and applies an accounting and finance background to drive accurate results and timely insights.

Core duties include budgeting, forecasting, and preparing financial reports, while maintaining confidentiality

Qualifications

• Bachelor’s Degree in Economic, Finance, and Accounting or related discipline required.
• Minimum of four years of related experience in Accounting/Finance.
• Ability to read and analyze financial reports and present information and respond to questions from internal/external auditors.
• Advanced computer skills.
• Ability to effectively communicate and establish working relationships with other departments and personnel.
• Prior experience with JD Edwards Insights is highly preferred.

Responsibilities

• Conducts annual capital and operations budget-related functions and ensures the integrity of budget information.
• Performs monthly flux analysis between actual and budget/prior year.
• Provides insightful analyses on trended Return on Equity and Rate of Return for both actual and budget.
• Updates and modifies, when appropriate, the Company’s financial forecasting model.
• Supports Manager in analyzing acquisitions and new business opportunities.
• Prepares, maintains, analyzes and publishes financial and key matrixes reports.
• Assists Manager with data compilation for rate case filings and quarterly audit requests.
• Performs other duties as assigned.

Skills

Advanced Excel

Financial analysis

Communication skills

Cross-department collaboration

Education

Bachelor’s Degree in Economic, Finance, and Accounting or related discipline

Tools

JD Edwards Insights

Job description

Job Description

Under the direction of the Finance Planning & Analysis Manager, the Financial Analyst conducts general analysis of various financial reports to ensure budgets and quarterly forecasts are completed on a timely basis and represents management goals and expectations for the year. Key to this position include the ability to perform monthly flux analysis between actual and budget, taking initiative and ownership on the tasks assigned, and well-rounded background in accounting and finance.

Accountability As a skilled employee and responsible professional, the incumbent must work independently, exercise initiative and judgment in the performance of a broad range of administrative support responsibilities in an environment of routinely sensitive and confidential issues. Therefore, the employee must have strong organizational and interpersonal skills to deal effectively with all levels of the company’s management staff, visitors and vendors.

Summary of Responsibilities: The Analyst interfaces with various internal departments and must work exceptionally well with employees of all levels. The person in this position is responsible for embracing and utilizing available technology as communication and data gathering tools in performing routine and complex a duties for the financial planning team. Core responsibilities include the following:

• Conducts annual capital and operations budget-related functions and ensures the integrity of budget information
• Performs monthly flux analysis between actual and budget/prior year
• Provides insightful analyses on trended Return on Equity and Rate of Return for bothactual and budget
• Updates and modifies, when appropriate, the Company’s financial forecasting model
• Supports Manager in analyzing acquisitions and new business opportunities
• Prepares, maintains, analyzes and publishes financial and key matrixes reports
• Assists Manager with data compilation for the rate case filings and responsible for thedata compilation on the quarterly audit requests
• Performs other duties as assigned

QUALITIES OF A SUCCESSFUL ANALYST IN THIS POSITION

• Flexible, logical, accountable, approachable, and passionate about work
• Maintains positive team-building role during pressure-filled, deadline-driven crunch times
• High degree of initiative; self-starter, capable of reviewing previous work papers, applyingknowledge, skills and due diligence to perform requirements accurately and timely
• Communicates with accuracy and precision in writing and speaking
• High degree of confidentiality required
• Trustworthy; strong personal integrity; emotional maturity
• Demonstrates high level of accountability and ownership
• Executes with discipline and urgency
• Collaborative/Team oriented

MINIMUM POSITION QUALIFICATIONS

• Bachelor’s Degree in Economic, Finance, and Accounting or related discipline required
• Minimum of four years of related experience in Accounting/Finance
• Ability to read and analyze financial reports and present information and respond to questions from internal/external auditors
• Advanced computer skills
• Ability to effectively communicate and establish working relationships with other departments and personnel
• Prior experience with JD Edwards Insights is highly preferred

Other Required Skills

• Competently uses technology and re-evaluates processes to increase efficiency, accuracy and appropriate level of documentation through the skilled application of technology tools; must be proficient in MS Excel, able to work independently and synthesize large amounts of information.
• Organized with strong attention to detail and time management skills
• Exhibits professionalism with internal and external contacts
• Possesses strong organizational/multi-tasking and project-planning skills
• Able to conduct and carries job functions with minimum supervision

Company Description

Exciting opportunity securing new business for electric motors, starter generators, and related technologies within our current and future aerospace and defense industries.